Blog
This is where we share ideas, observations, and explanations that come up often in our work with clients.
Some pieces are educational. Others are meant to help you think more clearly about decisions you may be facing. All of them reflect how we approach planning and investing in real conversations.
David J. Seibel Joins Atlas Advisors as an Investment Advisor Representative
Seibel brings more than two decades of financial planning experience to the firm. David J. Seibel, founder of AGS Aurora Financial Services, LLC, has joined Atlas Advisors, a Bethlehem-based wealth management firm, as an Investment...
Read MoreAtlas Advisors Names Craig Muschko Partner and Financial Advisor
Muschko joined the firm in 2018 and brings a decade of financial advising experience. Atlas Advisors, a Bethlehem-based wealth management firm, has named Craig Muschko as partner and financial advisor. “Craig’s dedication to serving...
Read MoreHow to Talk to a Financial Advisor and What to Pay Attention To
A first meeting with a financial advisor shouldn’t be about their process or credentials. This article explains what to pay attention to early on, why listening matters more than charts, and how trust is actually built over time.
Read MoreHow Many Investments Should You Really Have in a Portfolio?
Most of the benefits of diversification are achieved with far fewer investments than people expect. A thoughtfully constructed portfolio of about 25 to 35 holdings can often be more efficient than one with hundreds of positions. What matter
Read MoreWhich Retirement Plan is Best?
Wondering which retirement plan is best for your business? We can help! Our advisor, Craig Muschko, is committed to his business owner clients. He holds designations of AIF (Accredited Investment Fiduciary)...
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