January 1, 2019

A Year-End Synopsis

Liquid Investments


Liquid equity markets (e.g., stocks) have a nasty habit of lulling investors to sleep, only to shock them awake in the middle of the night. Case in point, when the post-financial crisis bull market crossed over into the longest in history back in August 2018, investor sentiment ran high as billions continued to flow i...

November 12, 2018

The wealth and notoriety that celebrities possess often amplifies the costs and issues that arise from an estate plan that was either poorly conceived or implemented. View the slideshow from wealthmanagement.com and learn valuable lessons that everyone should avoid, regardless of their celebrity status. Click on the following link to view the article:

READ...

October 11, 2018

Back in the February, we experienced a sell-off within the equity markets that caused panic among some investors. At the time, we noted that volatility in equity markets is here to stay. Yesterday, the Dow Jones, S&P 500, and NASDAQ all fell by more than 3% (the latter by more than 4%).

There are a few reasons why this may have happened and a couple of rea...

September 14, 2018

Atomi's Darren Whissen was recently featured in an article in Real Assets Adviser Magazine. The topic was "Moving Beyond the 60/40 Portfolio". You can read the article by clicking on the following link:

CLICK HERE

September 4, 2018

Atomi's own Darren Whissen was recently interviewed by Real Assets Adviser magazine's Mike Consul on the topic of alternative investing. You can listen to the 20 minute podcast by clicking on the link below:

https://irei.com/video-and-podcast/shop-talk-many-rias-still-avoid-alts-real-assets/

June 22, 2018

In early June, Darren Whissen was invited to speak at the Elite RIA Conference in Mexico City. His topic was on alternative investment compliance issues.  

https://www.linkedin.com/feed/update/urn:li:activity:6411236775909486593

May 31, 2018

In honor of Memorial Day, Burton Brown was highlighted in ThinkAdvisor Magazine's annual "Advisers Who Served" compilation. You can view the article by clicking on the link below.

Read the Article

May 31, 2018

Analysis on Recent Emerging Markets Volatility and Fears of Contagion

If you’ve been following the financial news, you are well aware that emerging markets are struggling right now. This may come as a shock, being that emerging market assets (both equities and debt) were among the best performers of 2017. However, as U.S. interest rates have continued to r...

April 27, 2018

Darren Whissen was recently featured in a Real Asset Adviser Magazine article titled "Alternatives in bloom: The menu of offerings expands as investor demand grows". You can read the article by clicking on the link below.

Read the Article

February 21, 2018

Impact of Tax Law Changes on Real Estate Investments

The Tax Cuts and Jobs Act of 2017 has tax professionals working overtime in order to understand all the changes for this tax year. Not only does the new tax law impact working individuals and corporations, it also changes that effect real estate investments.

Changes to Bonus Depreciation

Previously, bonus...

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Atomi Financial Group, Inc. is a California Registered Investment Adviser. Call us toll free at 888-533-9364.

Office location: 20 Executive Park, Suite 120, Irvine, CA 92614. Mailing address: P.O. Box 11687, Newport Beach, CA 92658.

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Please visit FINRA's BrokerCheck & SEC's IA Public Disclosure Database for information on Atomi Financial Group. Our CRD number is 171787.