Write ups by Atlas that are relatively timeless
A Donor Advised Fund (DAF) is a charitable giving account offered by financial institution charitable sponsors (eg. Charles Schwab, Fidelity, etc.). The DAF is treated as part of the larger 501(3)c charity controlled by the charitable sponsor. Assets contributed to a DAF are irrevocable and become property of the charitable sponsor. DAF accounts are conceptually …
A provision within the 2017 Tax Cuts and Job Act (TCJA) created incentive to invest in special low income geographic districts known as Opportunity Zones. Investments made through designated funds created specifically for economic development of these zones allow for the deferment and potential elimination of capital gains taxes. Key components of the provision are: …
Yesterday, the Federal Reserve raised its benchmark overnight borrowing rate +0.25% to 2.25%. Investors may be distracted by the wave of market commentary analyzing the rate hike significance. Yes, the Fed eliminated the word “accommodative” from its description of monetary policy, but the Central Bank has been reducing liquidity since 2013’s end to Quantitative Easing …
What if we told you that you can invest your money in the S&P 500 and you don’t have to worry about losing it? That’s right, if the market goes up, you get to participate in those market gains and yet if the market goes down, you get your initial investment back. This is …
More and more investors are growing concerned about current equity valuations and are wondering “should I get out of the market”.Ironically, there are arguments to support both bullish and bearish sides of the debate…
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…
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…
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…
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…
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