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Firm News

Continuing the Conversation about Wealth Through Storytelling

Paulina Mejia
October 03, 2016

Last week, as a part of a three-day off-site meeting, members of the Atlantic Trust Wealth Strategies Group gathered in Atlanta to engage in a planning session to further our family legacy offering. The sessions built on lessons learned from training sessions held earlier this year.   Over the years, we have worked with many of our client families and their advisors to prepare their...


OPEC Meeting in Algiers—Small Positive—No Change in Forecasts

Paul McPheeters, CFA
September 30, 2016

  The OPEC meeting this week ended in Algiers with news that members had reached a tentative agreement to cut production, a decision that would be formalized at the November 30 meeting. The headline is clearly positive; however, we would argue that this announcement should be viewed as a potential production freeze and not a production cut.           ...

Firm News

Welcoming Two New Hires to Our West Palm Beach Office

Jack Markwalter
September 29, 2016

  We are pleased to welcome Karolina Bednarska and Nicole Stelzer to our growing team in West Palm Beach. Karolina is a business development officer and Nicole serves as an associate relationship manager. Both of these professionals join as vice presidents and add to our already strong team in Florida as we strive to be the “go-to” firm in the industry for both clients and talented...

G2G Impact

Your Interview Begins Before You Walk Through The Door

Michael Sherman
September 27, 2016

  Through its G2G Impact initiative, Atlantic Trust is pleased to partner with Michael Sherman, founder of Graduate to Employment. Previously, Michael discussed the disconnect between how job candidates and employers leverage social media during the employment search process. In today’s blog, Michael stresses to college-age millennials and their parents the importance of...

The Connection

Winners and Losers: Potential Election Impact on Market Sectors

Brant Houston, CFA
September 27, 2016

In this very political season, investors are increasingly focused on how the November election will impact the investment environment for 2017. In the upcoming issue of The Advisor, our quarterly newsletter, we cover potential consequences for the tax code as well as the economic implications for trade policy. Aside from these major macro issues, there could be industry-specific policy shifts...


No Change in the Federal Funds Rate

Gary Pzegeo, CFA
September 21, 2016

The FOMC left the target range for Federal Funds at 0.25%  - 0.50%.  Market implied odds of a rate hike stood at 22% prior to today’s release.  More Fed watchers anticipate a move at the December meeting.  Economic data, speeches by members of the FOMC, and the behavior of other major central banks all suggest a gradual move toward higher short-term rates in the coming...

G2G Impact

The World is Getting Smaller

Michael Sherman
September 21, 2016

Through its G2G Impact initiative, Atlantic Trust is pleased to partner with Michael Sherman, founder of Graduate to Employment. Previously, Michael stressed to college-age millennials and their parents the importance of finding next year’s internship opportunities now. In today’s blog, Michael discusses the disconnect between how job candidates and employers leverage social media during the...

Firm News

Dave Donabedian Leads “Election, Brexit and Terrorism” Panel

John Winslow, CFA
September 16, 2016

  Atlantic Trust CIO David Donabedian, CFA, was in Dallas earlier this week to participate in a panel discussion titled, “Uncertainty: The Election, Brexit and Terrorism,” as part of Pearson Partners’ quarterly Spotlight Series, which focuses on current events and business trends.     Dave served as the breakfast event’s lead panelist for an audience of more than 150 business...

Wealth Strategies

What Does Delaware Have to Do With Estate Planning?

Mark Gudaitis, CFA
September 14, 2016

  The tiny state of Delaware may claim the distinction of being “The First State,” but it has also been long known as a jurisdiction of choice for grantors of trusts. For generations, Delaware has:                   Built a trust-friendly body of legislation Supported its laws with a knowledgeable and effective court structure,...

Wealth Strategies

Your Guide to Financial Planning for the Unplannable

Ryan Christine Coulson
September 02, 2016

For many people, financial anxiety often comes from feeling unprepared for the “what if” situations. What can be worse is the sense of dread that follows when you suspect that you don’t have a strategy for those potential mishaps. While bumps in the road along your financial journey are practically inevitable, there is a way to reduce your stress and take control over those unplanned life...


6 Investment Risk Terms You Should Understand

Bryan Reilly
September 01, 2016

  The key to both wealth creation and wealth preservation over time is to minimize the risk of permanent capital loss.     When it comes to risk and wealth preservation, a highly critical point for most investors is to think long term, when appropriate, considering a client’s investment horizon. While market volatility can be unsettling, the market tends to eventually reward...


"Is It Over Yet?" Thoughts on the Election and Markets

Dave Donabedian, CFA
August 30, 2016

  More than a year after Secretary of State Hillary Clinton and businessman Donald Trump entered the presidential race, we still have over two months to go before Election Day. The “campaign season” has turned into a near-permanent state of affairs. A baby born on the day Clinton announced her candidacy will most likely be walking and talking by the election date, and a Major League...

G2G Impact

7 Important Financial Questions to Answer When Expecting a Child

Chris Lombardo, CFA
August 26, 2016

  Welcoming a new baby is not only a personal milestone, it’s also a financial milestone. In addition to choosing names and nursery colors, you need to start making crucial financial decisions for your family. Parents today confront challenges that previous generations did not, including student loan debt that has necessitated 43% of borrowers to delay having a family and social security...

G2G Impact

It’s Time to Start Thinking About An Internship Next Summer

Michael Sherman
August 24, 2016

  Through its G2G Impact initiative, Atlantic Trust is pleased to partner with Michael Sherman, founder of Graduate to Employment. In last week’s blog post, Michael shared some startling facts about the current job market and their implications for the Class of 2016’s job prospects.     This week, the series continues with a discussion about the role of the summer internship...

Wealth Strategies

Why Your Family Needs a “Healthcare Emergency Plan”

Dianne Savastano
August 23, 2016

  If you are like me and grew up as an only child, it's simple.  I need to tend to all the responsibilities associated with a sick or hospitalized parent, including taking care of the second parent that I'm so fortunate to have. There's no discussion and no coordination of effort required: It's all mine!     For those who have siblings, sharing these...

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