Resources

TRANSACTIONS COST MATTER Of the main components within an investment process, transaction costs are the most often overlooked.  Transaction costs are commonly divided into direct costs such as commissions, fees, and taxes…

Atlas creates conservative investment portfolios using fixed income securities. Such an allocation to individual bond securities can be part of a stand alone strategy or a client balanced account. We believe investors seeking a higher level of risk should get such exposure through equity securities, not bonds…

Bond investors should always be concerned about future inflation and how its effects can rob purchasing power from fixed income cash flows. A useful way to monitor market expectations for future inflation is analyzing “breakeven rates” along the yield curve…

At Atlas Capital, we’ve been promoting the merits of factor-based investing for ten years. We emphasize portfolios leveraging well-established risk factors: momentum, size, value and short-term reversal. However, we also recognize there may be exogenous seasonal influences on stock prices. One of the influences observed is known as …

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…

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…

The actively-managed mutual fund emerged on the investment scene in the 1940s as a way for investors to get diversification, receive professional investment management services…