INSIGHTS

Write ups by Atlas that are relatively timeless

Most investors have bought or sold a public common stock at one point in their lives. The process is quite transparent and simple to understand. Normally, stocks have very tight bid-ask spreads (the price difference between where the current market will buy the stock and where it will sell the stock), fairly deep trade volume such that …

Congratulations! If you are reading this paper with more than a casual interest, it is very likely that you are the owner of Employee Stock Options and are considering an appropriate strategy for exercising them. This article is not intended to be an exhaustive academic exercise on how to squeeze the last bit of economic value out of your …

With any kind of borrowing, the decision to go with fixed rate or floating rate debt can be difficult to make. Short-term interest rates are close to zero, and the Fed has recently indicated that they will keep them exceptionally low at least through 2014, making the floating rate alternative very tempting. However, fixed rates are also at or near …

As we have stated elsewhere, we at Atlas Capital Advisors believe the asset allocation decision is the primary investment performance driver. However, we have noted numerous curious asset allocation ideas in the both the consultant and register investment advisor communities that don’t quite make good common sense. …

The actively-managed mutual fund emerged on the investment scene in the 1940s as a way for investors to achieve diversification, to receive professional investment management services, and to enhance the liquidity of their stock portfolios. In exchange for these benefits, investment companies took a small percentage from investor …

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