Laura Mattia and Stephen Craffen, partners at Atlas Fiduciary Financial cover topics related to financial planning, investing and what to look for when you hire an advisor.
When it comes to Artificial Intelligence, there is much speculative investing going on, which we don’t recommend. That doesn’t mean we don’t invest in AI opportunities that benefit investors today. One of those opportunities is the Alternative Lending market which applies artificial intelligence and cloud-based computing to serve borrowers better. This method of borrowing is…
When new clients first come to our firm, we often find their portfolios packed with large-cap stock, companies that are valued at more than $10 billion. These are the companies that comprise the S&P 500. Although large-cap stock is a good place to start, once you begin to build a portfolio, it is important to…
A banking crisis, the debt ceiling, recessionary fears, and increasing global tensions are reasons investors are fearful. Yet you may have noticed that the US stock market has been acting kind of strange lately. So let’s talk about what is happening with the US stock market – specifically large cap stocks – many people think…
With the losses of Silicon Valley Bank and several other regional banks during this first quarter of 2023, the federal government moved quickly to reinforce public confidence, providing account holders with access to all of their money, even on accounts exceeding the Federal Deposit Insurance Corporation (FDIC) limit of $250,000. Despite the government’s quick action,…
Most individual investors’ portfolios are dominated by two asset classes: public domestic equities and bonds, the “risky” and “safe” asset classes, respectively. This traditional portfolio (colloquially referred to as the “60 / 40” reflecting a typical allocation to equities and bonds) did not perform well from 2000 – 2010 but did perform well over the…
