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• The Year in Review: 2022

  January 22nd, 2023 by Steve Craffen | Posted in Atlas Fiduciary Financial Blog, Economy, Investments

  The past year was challenging with high interest rates and inflation, recession fears and a war which set the stage for nervous investors and downward markets. While all the major equity and fixed income asset classes were down, alternative “enhancer” asset classes had mixed results, supporting a well-diversified portfolio. In addition, a tilt towards quality and value further protected portfolios from experiencing the full decline of the markets.

• Tax Loss harvesting – Pros and Cons

  September 6th, 2022 by Steve Craffen | Posted in Atlas Fiduciary Financial Blog, Investments, Taxes

  Harvesting losses seems like an automatic thing to do in a year where most asset classes decline in value. Like anything else, though, it makes sense for some, but it is not a great idea for others. Even for those for whom it does make sense, the advantages are limited and only begin to benefit you once you have gains to offset the losses. For some people, surprisingly, capturing GAINS is a good strategy!

• Are We Headed For A Recession? (Video Included)

  May 6th, 2022 by Steve Craffen | Posted in Atlas Fiduciary Financial Blog, Economy, Investments

  Since 1953 there have been eleven recessions in the US, as identified by the National Bureau of Economic Research (NBER).