Patrick D. Lawler

07/22/2026

If the only time you hear from your wealth manager is when the markets drop or they want to sell you a product, you don't have an advisor—you have a fair-weather friend. https://bit.ly/45iIJsQ

07/19/2026

It's National Ice Cream Day. Settle this debate. Wild Blueberry or Maine Moose Tracks?

07/17/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

07/15/2026

If you aren’t from around here, seeing a bright, neon-red hot dog on the grill might cause a double-take. But true Mainers know that if it doesn't have that signature "snap" when you bite into it, it’s just a regular frank.

07/13/2026

To the business owners, partners, and high earners scrolling this morning:

You excel at what you do because you understand the power of delegation. In your career or business operations, you likely rely on a trusted network of specialists to keep things running smoothly.

Yet, it's not uncommon for affluent professionals to act as their own part-time Chief Financial Officer on Sunday evenings—trying to coordinate estate structures, tax strategies, asset protection, and retirement modeling in their spare time.

Many executives and business owners find that their personal financial life benefits from the same level of institutional discipline they apply to their corporate operations.

At Atlantic Wealth Planning Group, we act as a dedicated financial ally for established families and high earners, handling the complex coordination so you can stay focused on what you do best.

07/09/2026

Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

07/07/2026

It’s a funny phenomenon. You work incredibly hard, you cross into a new income bracket, and you decide it’s finally time to enjoy the rewards of your success.
Enter: The Upgrades. 🚤🏡

Suddenly, you're the proud owner of a beautiful boat or a weekend getaway home. It’s the absolute dream! Right up until:

-The boat engine makes a sound that costs $5,000 just to diagnose.

-The summer home develops a roof leak that requires a team of specialized contractors.

-Your Saturdays shift from "relaxing by the water" to "managing a logistical supply chain of repairmen."

Before you know it, your hard-earned rewards have accidentally given you a second, unpaid full-time job.

Here is your gentle mid-summer reminder: More assets shouldn't equal more aspirin.

True wealth isn’t about accumulating things that drain your energy; it’s about buying back your time and your peace of mind. Your money should be working for you, not the other way around.

If your financial success has created a level of complexity that is starting to chew into your weekends, it might be time to outsource the stress.

07/04/2026

Celebrating 250 years of the USA!

07/02/2026

Happy July! We are officially halfway through 2026.

For high earners, this is often the time of year when looking at a mid-year pay stub triggers a realization of just how much is going toward taxes. 💸

While it’s common to wait until April to see how the numbers fall, waiting can sometimes limit your options. The back half of the year is often where the most effective tax optimization strategies can be put into motion.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

06/26/2026

In my Kenny Powers era. What's on your summer bucket list?