Wealth Strategies

Getting Started Down the Path to Strategic Philanthropy

Judy Saxe, AEP®, CAP®
March 06, 2017

At CIBC Atlantic Trust Private Wealth Management, we are focused on helping our clients not only manage and preserve financial wealth, but also to engage in family legacy planning to determine the purpose of that wealth and the values, goals and history that should be shared across the generations. For many individuals and families, philanthropy is a key component of legacy planning....
Wealth Strategies

Faith. Family. Friends. How a Family's Values Come to Life

Linda Beerman
March 01, 2017

While working with our client families, we have learned that families who are successful at transferring wealth to the next generations adhere to our G2G Impact 3 Principles: they integrate their family wealth planning, they evolve a healthy culture around wealth and they develop the rising generation family members.

Bigger Things Might Come in Smaller Packages

Bryan Reilly
February 28, 2017

The outlook for small-cap stocks is the most promising it has been in a decade. According to U.S. News & World Report, “Some economists point to small caps as a barometer for the overall health of the U.S. economy. The leadership in this sector is seen as an encouraging sign for the market overall.”

What’s the Deal with Private Equity? Understanding Private Equity Returns

Dan Criscuolo
February 23, 2017

For some investors, private equity (PE) may be a bit of a mystery. Their only exposure might be a story in The Wall Street Journal, likely titled, “Is this the end of private equity?” While it seems that this article comes out every year, the asset class has been generating attractive long-term performance over multiple investment cycles, and we believe performance will be attractive for years...
Wealth Strategies

Repeal the ACA? Let's First Make Sure We Understand the Impact

Dianne Savastano
February 23, 2017

Changes to the Affordable Care Act now under consideration may very well have a significant impact on our current Medicare system and, as a result, on the coverage provided. I'll explain what this may mean to you in a minute, but first, let's talk about how Medicare began and has evolved over the past 50+ years.   A brief history of Medicare Medicare was signed into law...
Wealth Strategies

7 Conversations You Should Have with Your Financial Advisor

Rogelio Duran
February 22, 2017

It’s difficult to know where to start with a new financial advisor. How do you get started, and what do you tackle first? Even if you’ve had a relationship with your advisor for 20 or more years, it’s entirely possible that there are financial topics you haven’t covered yet. For us, it’s important that you get the most out of your relationship with your advisor.
Firm News

Announcing New Office Heads in Atlanta and New York

Eric Propper, CFA
February 17, 2017

We are pleased to announce that Kishore Setty , CFA, and Scott Thompson , CTFA, were named heads of our New York and Atlanta offices, respectively. A great deal of thought and strategic planning went into these important leadership transitions, and they reflect a commitment to ensuring continuity and consistency with our management team. Atlantic Trust invests in our rising talent...
Wealth Strategies

Once Upon a Time: The Importance of Sharing Your Family Story

Cathy Schnaubelt
February 16, 2017

We all have a story. It evolves daily and grows along with our family. It becomes part of our personal history, and it is important to not only relive those moments for ourselves, but also to share those memories with our children and grandchildren. Communicating these experiences—whether positive or otherwise—connects the past to the future and provides the next generation with insights...
Wealth Strategies

Tax Reform: What, When and How

Ryan Christine Coulson
February 15, 2017

We understand from President Donald J. Trump’s economic agenda that we can expect to see significant changes in several areas of our existing economy. One of his main campaign pledges was to reform tax laws; however, the process to implement these reforms likely won’t take place until the spring. In the Q1 2017 edition of The Advisor , Atlantic Trust’s quarterly magazine, we asked...
Wealth Strategies

6 Ways to Set Financial Resolutions You Can Actually Keep

Katie Bullen, CTFA
February 06, 2017

A new year means a new set of resolutions to keep, hopefully beyond mid-February. Setting financial resolutions can be complex; on the one hand, having money-related goals can have a positive effect on your financial success, but on the other hand, you may have little success with resolutions and feel like the mere act of making a resolution dooms it to failure.     ...
Wealth Strategies

Estate Planning in a New Administration: Goodbye Estate Tax?

Halsey Schreier
February 02, 2017

Now that we’re past the election and President Donald J. Trump’s campaign platform is beginning to come to life under a GOP-controlled Congress, the phrase “eliminate the estate tax” will start to get a lot more attention. But a repeal of the estate tax is just one part of the overall Trump tax platform , with significant changes also being proposed to the rates of individual and corporate...

Federal Reserve Leaves Rates Unchanged

Gary Pzegeo, CFA
February 01, 2017

The Federal Open Market Committee voted to keep monetary policy steady following a December 2016 increase in short-term rates.  The market implied probability of another hike at today’s meeting was less than 15%.  There were a few marginal changes to the wording of its post meeting press release.  Following is a summary of the FOMC’s statement. Growth In a...
G2G Impact

This Is How You Know If It’s “Good Debt” Or “Bad Debt”

Nicki Mirowski, CFP®
January 31, 2017

Knowing how to categorize your debt—whether it’s existing debt that you’re already paying off or new debt that you’re thinking about taking on—can help guide you if you’re unsure of which debt to target and pay down first or whether to incur a debt at all. Regardless of your debt situation, ask yourself these seven questions to determine what kind of debt you already have or are considering:

2017 Economic and Investment Outlook: Inflection Point

Dave Donabedian, CFA
January 26, 2017

What can we expect to see in 2017 following President-elect Donald J. Trump’s victory? One word: change. Soon after the election, Trump put forth his economic agenda, confirming his plans  for growth in the areas of energy, healthcare, defense and financials. In the Q1 edition of The Advisor, Atlantic Trust’s quarterly magazine, Atlantic Trust professionals Gary Pzegeo , CFA,...
Firm News

Atlantic Trust Heads to the Sunshine State for the 51st Heckerling Institute on Estate Planning

Paulina Mejia
January 24, 2017

Atlantic Trust was proud to be part of this year’s Heckerling Institute on Estate Planning , which took place the week of January 9 at the Orlando World Center Marriott Resort and Convention Center. The week-long program, one of the largest and most respected in estate planning, included over 140 exhibitors, as well as educational and professional development opportunities for all in...