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G2G Impact

Millennial Women and Money, Part I: Money and Money Management

Melissa Donohue
March 03, 2016

  Welcome to Part I of our four-part series on millennial women and money, which will explore and attempt to answer critical questions about money and finance as they relate to millennial women. For an overview of the series and the goals we hope to achieve over the course of this month, click here.     Ah, money management! To some, it might sound like a kind of mysterious...

Firm News

Atlantic Trust Wows at the Art Institute of Chicago

Denise Whennen
March 02, 2016

  Atlantic Trust and the Art Institute of Chicago brought some much-needed warmth to the Windy City last week with a special viewing of Vincent Van Gogh paintings in the “Van Gogh’s Bedroom” exhibition.     The exclusive event, which took place Wednesday, February 24, at the Art Institute’s Arthur Rubloff Building, hosted more than 200 Atlantic Trust guests and partners....

G2G Impact

Buying Your First Home: Making Sense of Mortgage Clauses

Sam Adams
March 01, 2016

One of the less glamorous but nonetheless crucial steps in buying a new home is dealing with the sizable amount of paperwork you’ll be required to sign at the closing or settlement meeting. If you required mortgage financing to purchase your property, the mortgage contract is among the most important documents you’ll sign. A mortgage contract will often contain one or more provisions—called...

Women's CIRCLE

Millennial Women and Money: An Introduction

Melissa Donohue
February 25, 2016

  As young adults, millennials are faced with significant uncertainty. They may not have full knowledge of the world, but they do have adult responsibilities. And our world today is full of the unexpected: The U.S. economy is less reliable, the markets are more volatile and issues like risk are even greater for this demographic.     Millennial women, in particular, face even...

Firm News

Atlantic Trust wins 2016 Private Asset Management Award

Eric Propper, CFA
February 24, 2016

  We are pleased to announce that Atlantic Trust has been recognized as Best Private Wealth Manager—Overall by Private Asset Management (PAM). The 2016 PAM Awards were announced February 22 at a ceremony in New York. Eight firms were shortlisted for this award.     This is an impressive achievement that offers further evidence of our firm’s commitment to providing the...


Is the Stock Market Signaling Recession?

Dave Donabedian, CFA
February 23, 2016

        “The stock market has forecast nine of the last five recessions.” — Paul Samuelson, Nobel Prize winning economist     The U.S. equity market has endured two corrections (i.e., declines of more than 10%) in the last six months.1 Along with deeper market plunges abroad and the struggling energy sector, stock market volatility has raised anxiety about...


Oil Prices: Commentary on Key Facts and Their Implications

Paul McPheeters, CFA
February 22, 2016

  Over the last few days, a number of interesting comments have been made by oil ministers of some of the largest oil-producing countries in the world. Unlike comments over the last few months, we view the most recent comments as material events. They support our view that oil prices are unlikely to stay much below $50/bbl for very long.     Below are several key facts and...

Women's CIRCLE

Best Practices to Protect Your Home and Family

Martina Frangis
February 19, 2016

  Risk may come to mind when you think about investments, but not necessarily when you think about your children’s nanny, your neighbors using your boat or connecting with old friends on Facebook. All carry the potential to threaten your financial security, but most risks can be managed and minimized—if you know the “best practices” to follow.     Risk carries with it a...

Wealth Strategies

The 2016 Social Security Changes You Should Know About

Art Graper, CFP®
February 18, 2016

  It came literally in the dead of night. A 3:00 a.m. vote by the U.S. Senate in early November on the bill to extend the country’s borrowing authority included a significant add-on change to Social Security that caught many by surprise—and is bringing new complexities to the question “When should I start claiming Social Security benefits?”     But first, it’s important to...

G2G Impact

When is the "Right" Time to Start Planning for Retirement?

Trevor Hancock, CFA
February 17, 2016

  For young professionals in their 20s and 30s, the thought of retirement—a milestone that many do not achieve until their 60s—is a fleeting one. But if you take the mindset that retirement is still too far away to worry about, you may find yourself at a disadvantage in the long-term.     For example, Social Security may be around when you retire, but the benefit that you get...

Firm News

Atlantic Trust Wealth Strategies Group Completes Legacy Training

Paulina Mejia
February 12, 2016

  Last week, members of Atlantic Trust’s Wealth Strategies Group participated in the final day-long session of a four-part educational series about family legacy planning. Each session in this series was facilitated by Matthew Wesley, J.D., M.Div., an internationally recognized advisor to business and legacy families and the founder of The Wesley Group.     The purpose of...


6 Things Novice Investors Need To Know About Stocks

Brant Houston, CFA
February 09, 2016

Much has been said about the financial opportunities afforded by investing in stocks, but according to personal finance website, only about 26% of adults under age 30 own stock. The same article reported that of those avoiding stocks, 21% said they don’t know how to invest and 9% cited a lack of trust in brokers and advisors.   And yet, although past performance is no...

Firm News

Atlantic Trust 2016 Investment Outlook Webinar

Dave Donabedian, CFA
February 05, 2016

  Atlantic Trust hosted an investment update webinar on January 20, in which the Investment Team and I addressed key issues facing financial markets this year. The presentation focused on five main themes: Federal Reserve policy, corporate credit risk, stock market profits, energy prices and China.     We concluded the call by reviewing key portfolio takeaways and answering...

Wealth Strategies

How To Navigate The Tough Health Care Decisions

Dianne Savastano
February 03, 2016

Black and white scenarios are simple. They usually involve just one decision and there is some predictability in their outcomes.   Gray areas, on the other hand, involve several, often interconnected, decisions and vary based on the preferences of the people involved as well as their particular circumstances. These scenarios are often unpredictable and can be confusing or stressful. They...

G2G Impact

What You Need To Know About Opening An IRA

John Switchenko, CTFA
February 02, 2016

  Often considered the most basic form of retirement planning, the individual retirement account, or IRA for short, accounts for 26.5% of all U.S. retirement savings. Unlike the employer-sponsored 401(k), many IRAs are opened and maintained by individuals who may not have access to other retirement plans. In fact, almost anyone with taxable income (and even nonworking spouses) can...

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