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Wealth Strategies

Supporting Education for the Next Generation

Art Graper, CFP®
September 16, 2015

  With school back in session, many parents are reminded of the considerable costs associated with securing a quality education for their children and grandchildren. As these parents look further into the future, they know projected college costs will be even higher for those yet-to-be-born children and grandchildren.     The good news is that there are many ways to help fund...

Wealth Strategies

Estate Settlement: Setting the Process in Motion

Paulina Mejia
September 09, 2015

  Preparing for and saying goodbye to a family member can be emotionally wrenching. The process after death is equally fraught with its own challenges and complexities. Settling the estate is important—for you, if you’re the executor, and for your deceased family member. Doing everything the right way is not just important to the estate’s integrity, but is also a way to honor the loved...


Investing, When the Going Gets Tough

Melissa Donohue
September 02, 2015

  Last month, the S&P 500 fell over 5% which, according to, is the first time since 2011 that the broad market index has tumbled so low in one week. As typically happens when markets fall so precipitously, experts are struggling to explain what might be happening, and investors are scared.     At times like this, it may feel like investing comes at too high...


May You Live in Interesting Times

Dave Donabedian, CFA
August 25, 2015

  This somewhat ominous send-off phrase is often called—without any credible provenance—“the Chinese curse.” Whether it originated there or not, the words now apply to China itself. Given its status as the most populous country and second-largest economy, it figures that China’s interesting times would have more than a glancing impact on the rest of the world. Below we assess recent...


Who's on Your Money Team?

Mary Beth Storjohann
August 12, 2015

  When it comes to building wealth, it pays to have a money team. As Thomas Stanley, author of The Millionaire Next Door, found in his research, the best wealth accumulators usually assemble a team of advisors when making important financial decisions.     If you want to build and preserve your wealth, you need a money team, too. When you’re talking about something as...

Wealth Strategies

Understanding Socially Responsible Investing

John Tennaro, CIMA®, CSRIC™
July 29, 2015

  Our everyday lives consist of making decisions that are greatly influenced by our experiences and principles. These ideals help us determine what we want to be a part of and what we want to avoid. When this concept was applied to investing, it helped create what we now know as “socially responsible investing” (SRI).     SRI is a unique approach that often begins with an...

Wealth Strategies

Supreme Court Ruling on Same-Sex Marriage

Becky Milliman
July 22, 2015

  Recently, the U.S. Supreme Court again addressed the issue of same-sex marriage, this time in a series of cases collectively known as Obergefell v. Hodges. The Court also addressed this issue in 2013, in United States v. Windsor, where in that case, the Supreme Court held that a marriage between a same-sex couple shall be recognized for purposes of federal law if the marriage was...

Firm News

The Best Defense Against Unwanted Healthcare Surprises

Dianne Savastano
July 08, 2015

  My dad arrived home from Florida on May 15 in preparation for a June 1 surgery date for a total hip replacement. During that brief period, we attended two physician appointments, an educational class specifically on the topic of hip replacements and pre-admission testing. We also prepared for the remote possibility that following the surgery, he would need short-term rehabilitation in a...


He For She: How Fathers Matter

Melissa Donohue
June 24, 2015

  [Note: This blog was written by Melissa Donohue, a financial education specialist. In addition to being the founder of Financial Nutrition, Melissa also serves as an external expert and strategic consultant for Atlantic Trust’s Women’s CIRCLE program. Her original post first appeared on and is reprinted here...


Atlantic Trust Launches Women's CIRCLE

Linda Beerman
June 17, 2015

  We are pleased to announce the launch of Atlantic Trust’s Women’s CIRCLE (Centered on Investments, Relationships, Community, Legacy and Enterprise) program, a financial literacy program to inform and empower women about critical wealth management topics.     Through a combination of special events, educational content and other resources, CIRCLE aims to equip women of all...

Wealth Strategies

7 Money Moves Financially Savvy Couples Should Make

Mary Beth Storjohann
June 10, 2015

  7 Money Moves Financially Savvy Couples Should Make     [Note: The following post was written by Mary Beth Storjohann, CFP®, a writer, speaker, financial coach and the founder of Workable Wealth. Mary Beth specializes in working with individuals and couples in their 20s and 30s and was recently featured as the keynote speaker for Atlantic Trust’s G2G After Hours...


Podcast: Connecting Capital with Impact

John Tennaro, CIMA®, CSRIC™
June 08, 2015

  While philanthropy continues to be an enormous force in promoting the welfare of others, it is investor capital that has always had the power to inspire, transform and persuade others to do more. Often tagged as “socially responsible” or “mission-related,” investing in a purposeful manner that seeks more than just financial reward is a growing trend. It can...

Firm News

Welcoming New Senior Hires in California and Texas

Jack Markwalter
June 03, 2015

  We are very pleased to announce two team additions and two appointments that will enhance the client experience and drive growth in our Texas and California offices:     • John W. Winslow, CFA, recently joined the firm as senior relationship manager and managing director, overseeing the Dallas and Austin regions     • Mark E. Frazier, CFA, senior relationship...

Wealth Strategies

13 Money Tips for Parents to Be

Mary Beth Storjohann
May 27, 2015

  [Note: The following post was written by Mary Beth Storjohann, CFP®, a writer, speaker, financial coach and the founder of Workable Wealth. Mary Beth specializes in working with individuals and couples in their 20s and 30s and was recently featured as the keynote speaker for Atlantic Trust's G2G After Hours event. The original post first appeared on her blog...


Understanding the Internet of Things

David Papp
May 20, 2015

  If you’re a complete newbie to the world of technology, you might find yourself scratching your head when you hear about “The Internet of Things.” In this post, I’ll shed a little light on this modern phenomenon that’s all about increasing interconnectivity in virtually all aspects of our day-to-day living.   First of all, what is the Internet of Things?   Due to the...

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