News

  • Laura Mattia Cited On Bloomberg News For 60/40 Rule Guidance

    Dr Laura Mattia, was cited in an article on Bloomberg’s newsletter. The article, featured in the Wealth section, was a round table with financial experts discussing issues related to a bond sell-off and the 60/40 Rule. Within the article Laura offered this insight abou the 60/40 rule: Laura Mattia, chief executive of Atlas Fiduciary, thinks…

  • Laura Mattia To Participate in 5-Part Divorce 101 Workshop Series

    WOMEN’S RESOURCE CENTER SARASOTA (February 10, 2023) — This free, in-person series explores Florida divorce law, how to claim financial power, and ways to change the emotional dynamic with a divorce. Laura’s “Financial Workshop” session on Feb. 22 explores financial decisions that need to be made and how to claim your financial power. It will be held at the Women’s Resource Center, 340 S Tuttle Ave, Sarasota, FL. Register at mywrc.org/divorce101.

  • Laura Mattia Mentioned in Southeastern Soundings

    Dr. Laura Mattia, CEO of Atlas Fiduciary, was mentioned in Southeastern Soundings for her recent appointment to the Board of Directors of the Community Foundation of Sarasota County.

  • Four Strategies for Using Liquid Alts in Market Downturns

    nvestors are shocked that the so-called 60/40 portfolio failed to provide protection from the bear market in stocks this year. Many thought stock and bond prices always move in opposite directions, which was the foundation of their diversification strategy. Today the average 60/40 portfolio is down 18.63% compared with an 18.6% decline in the S&P 500, so this belief was wrong. The combination of rising interest rates and the threat of a recession has hammered both stock and bonds.

  • Community Foundation of Sarasota County Welcomes Laura Mattia, Ph.D. as New Board Member

    The Community Foundation of Sarasota County has appointed a new member to its 2022-2023 Board of Directors, which governs the organization, its charitable investments, and strategic decision-making.

    Joining the board for a three-year term is Dr. Laura Mattia, who is currently a member of the Foundation’s Investment Committee. With credentials both in academia and business, Dr. Mattia brings a wealth of expertise to the board.

  • Million Dollar Roundtable: How You Can Financially Empower Widows

    The death of a spouse has been proven to be the most stressful life event one can experience. Widowhood is such an intense, transitional experience that widows need strong support. Laura Mattia, Ph.D., CFP joins the Million Dollar Roundtable monthly podcast to explain how a trusted advisor can be the most important support during this difficult time.

  • Bloomberg Wealth: How to Be a ‘Genius’ in a Bear Market

    Laura Mattia, chief executive of Atlas Fiduciary, says she’d remind clients that only part of their portfolio is invested in the domestic market. What’s more, “their overall plan was built to achieve both short-term and long-term goals. For clients who require an income stream, we have implemented a cash withdrawal strategy overlay which will not disrupt the overarching investment strategy or their spending needs.”

  • Sarasota Chamber Announces Frank G. Berlin, Sr. Small Business Award Finalists

    The Greater Sarasota Chamber of Commerce has announced the finalists for the 2022 Frank G. Berlin, Sr. Small Business Awards. The awards luncheon recognizes leading local member businesses in nine categories, including a new Minority Business Award.

  • GRAND OPENINGS: Atlas Fiduciary Financial opens office in downtown Sarasota

    Atlas Fiduciary Financial, a boutique firm working directly for clients, has opened an office at 1577 Fruitville Road (on the corner of Orange Avenue and Fruitville). Atlas is a fee-only fiduciary. Unlike many advisers paid in part by the companies whose products they recommend, Atlas does not accept commissions, trips, referral fees or any compensation…