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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.

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...

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

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 6, 2018

In light of recent market volatility, we at Atomi wanted to reach out and promptly address concerns we expect are on top of your mind.

While it is always prudent to be cautious during periods of large swings in market indices, such as we’ve seen lately, we believe that the current conditions are not cause for alarm, nor require any changes to our current l...

February 6, 2018

Changes to Charitable Donation Tax Deductions, Exemptions, and Exclusions

The Tax Cuts and Jobs Act of 2017 retained seven tax brackets, but reduced tax rates per bracket, including a top marginal rate of 37%, down from 39.6%. Going forward, individual income tax brackets will be indexed for inflation, so brackets are expected to rise slightly less quickly...

January 17, 2018

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 a...

January 1, 2018

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-brin...

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