WEALTH iQ

19 Questions to Ask a Financial Adviser Answered

A client recently forwarded us an article by Jason Zweig published in the Wall Street Journal titled “The 19 Questions to Ask Your Financial Adviser” (link here), and asked if we would answer those questions. Rather than make it a private conversation, we have posted our answers below: 1. Are you always a fiduciary, and will you state that in writing? Yes and yes. As a fee-based adviser, Atomi Financial Group is held to a fiduciary standard. This standard is outlined in our Form ADV, our client agreement, and throughout our website. Not to split hairs, but we are also licensed to sell insurance, which is technically not a transaction that is held to a fiduciary standard. Nonetheless, we alwa

Summary of Tax Cuts and Jobs Act

No doubt you’ve heard about the “Tax Cuts and Jobs Act,” the tax reform initiative that became law effective January 1st, 2018. While tax professionals, investors, and even senators still figure out the finer nuances of this new law, the following is a brief summary of some of the key changes in the tax code enacted for 2018. As always, we highly recommend you consult your tax professional for any specific ramifications. Individual Tax Plan Changes For tax years beginning after Dec. 31. 2017 and before Jan. 1, 2026, new tax rates for individuals are: 10%, 12%, 22%, 24%, 32%, 35%, and 37%. The Tax Cuts and Jobs Act also provides four tax rates for estates and trusts: 10%, 24%, 35%, and 37%,

What will 2018 bring? Here is what some investment executives are predicting for the new year

Real Assets Adviser magazine asked more than a dozen financial and investment experts to share their insights and predictions for 2018. Atomi's very own Darren Whissen was asked to participate. You can read the entire article, including Darren's premonitions, by clicking on the following link: https://irei.com/publications/article/roundtable-will-2018-bring-investment-executives-predicting-new-year/

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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.

Please read our Disclosures Statement, Privacy Policy, & Business Continuity Plan. © 2018 Atomi Financial Group, Inc., all rights reserved.

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