Atlantic Wealth Advisors

07/17/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

07/15/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

07/13/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

07/10/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

07/09/2026

🤔 Are you making the most of your Social Security benefits?

Join our Why Social Security Matters Webinar and learn how to identify benefits you may be entitled to receive, explore claiming strategies, and avoid costly mistakes that could impact your retirement income.

If you’re looking to take a more informed approach to retirement planning, register for our webinar at atlanticwa.com/events

07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

07/08/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

07/08/2026

🇺🇸 It’s July and the heart of summer is officially here!

Summertime is a great opportunity to pause and assess how market developments, economic trends, and policy updates may influence your financial plan for the months ahead.

In our latest Market Thoughts video, we share timely insights to help you stay informed and focused on what matters most. Watch now at: atlanticwa.com/market-news

07/07/2026

🍎 Calling all Connecticut teachers nearing retirement!

Join one of our FREE Pre-Retirement Workshops to learn about pensions, healthcare, retirement benefits, working after retirement, and more.

Featuring guest speaker Bill Sudol, former Administrator of the Connecticut Teachers' Retirement Board.

📅 July 14 or July 23
📍 Glastonbury, CT

It’s not too late to register! Sign up today at atlanticwa.com/events

07/06/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?