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.

  • Bonds Never Die; Mistakes with Bonds!

    The video that accompanies this blog is here: Over the past month, Laura has been quoted several times in news articles related to bonds. It seems bonds have become a popular conversation again; providing real yield for the first time in years. Therefore we will delve into a series of bonds-related videos, culminating in an…

  • Bond Selloff Highlights the Danger of a 60/40 Portfolio

    Bond Selloff Highlights the Danger of a 60/40 Portfolio

    A journalist from Bloomberg contacted Dr. Laura Mattia last week to get her take on the 60/40 model. Read the article here: https://www.bloomberg.com/news/newsle…. In the article, the journalist discusses that the 60/40 model has been underperforming most recently, and fixed-income’s wild week has reignited some concerns. Portfolios that held 60% stocks and 40% bonds fell…

  • Artificial Intelligence Benefits Alternative Lending

    Artificial Intelligence Benefits Alternative Lending

    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…

  • Its your smarter money small cap stocks

    Its your smarter money small cap stocks

    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…

  • Start of a Bull Market or Head Fake?

    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…