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,...
Atlanta

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...
Wealth Strategies

Funding Education: Maximizing the Return on Your Education Investment

Michael Sherman
January 23, 2017

Families with college-bound children (and grandchildren) know that funding a four-year education isn’t a matter to be taken lightly. In fact, a recent Forbes article reported that the projected cost of attending an elite, four-year college could top $300,000 starting with the Class of 2021. Although there are a variety of planning tools and strategies available, higher education is still...
G2G Impact

6 Financial Practices to Share with Your Children This Holiday Season

Shady Jadali
December 19, 2016

  Sticking to a budget around the holidays is already a challenge, and trying to simultaneously set a positive financial example for your children raises the stakes even higher. However, teaching your children the value of money early on can establish a foundation of good financial habits that will last a lifetime. The holidays are an opportune time to teach your kids by “showing”...
Investments

Federal Reserve Raises Short Term-Rates by 0.25%

Gary Pzegeo, CFA
December 15, 2016

  The FOMC voted unanimously to increase the target range for Federal Funds to 0.5% - 0.75%, a move telegraphed by Fed officials and anticipated by the market. The Fed’s press release was largely unchanged from the November 2 meeting, excluding language referring to the new rate target and recent behavior in market implied inflation compensation.     Market analysts...
Investments

Is Globalization Fading in a Post-Brexit World?

Dave Donabedian, CFA
December 02, 2016

Since the fall of the Berlin Wall in 1989, the so-called “age of globalization” has delivered on its most basic premise: the free movement around the world of capital, goods and people. But globalization is more nuanced than that: It’s also the increasing interdependence and integration of economies, markets, nations and cultures, and implies a shift away from “nationality,” although that...
Uncategorized

OPEC Meeting in Vienna—Incremental Positive

Paul McPheeters, CFA
December 01, 2016

  The OPEC meeting this week ended in Vienna with a formal agreement similar to their announced plans two months prior. The headline is clearly positive in that this action accelerates the rebalancing process that was already underway. We would still argue however that this announcement should be viewed as a production freeze and not a production cut as we expect actual production to...
Investments

Surprise, Surprise

Dave Donabedian, CFA
December 01, 2016

Both the Election and Market Reaction Confound the Consensus At its November meeting, the Atlantic Trust Asset Allocation Committee (AAC) focused on the economic and investment implications of the election results. We believe the unique nature of the incoming administration, along with the Republican Congress and “one-party rule” in Washington, will bring significant change to the policy...
Wealth Strategies

Year-End Tax Planning Checklist: What to Know

Ryan Christine Coulson
December 01, 2016

  Every year we advise our clients to engage in routine, year-end tax planning. This planning is needed now, especially as we take President-elect Donald Trump’s proposed tax policies into consideration. With the new year quickly approaching, our Wealth Strategies Group has created the following checklist that may serve as a starting point for your year-end tax planning:   ...
Wealth Strategies

How Will the Election Impact Healthcare Coverage?

Dianne Savastano
November 30, 2016

  The result of this month’s presidential election has caused concern about how healthcare will change. And while the specifics are still being worked out, changes in our healthcare system are sure to come. Understandably, many people are wondering how the objectives of the new administration will affect health coverage for themselves and their loved ones.     With...
Firm News

Atlantic Trust Post-Election Update Webinar

Dave Donabedian, CFA
November 15, 2016

The 2016 U.S. Presidential Election outcome yielded not one, but two surprises for the nation and the world last week. The first, of course, was an unexpected Republican sweep in both the White House and in Congress: Donald Trump has been elected 45th President of the United States while the GOP retained control of the House of Representatives and gained a majority in the Senate. The...
Women's CIRCLE

Women’s CIRCLE Meets to Discuss Legacy Legends in Chicago

Becky Milliman
November 10, 2016

  Our Chicago office was pleased to host the latest installment of Atlantic Trust’s Women’s CIRCLE event series last week. Titled “Legacy Legends: Preserving Your Family’s True Treasure,” the evening event gave our guests an opportunity to discuss the meaning and importance of legacy for their own families.     Joining us for the evening was Brian Floriani, founder...
Uncategorized

Election Impact on the MLP Sector

Paul McPheeters, CFA
November 09, 2016

  The following represents our team’s views based on what we believe the likely implications will be from the election.     Overall, we view this election as a significant positive for the MLP Sector with the primary driver being less expected regulation , which should provide two benefits:             ...
Firm News

Election and Market Update

Dave Donabedian, CFA
November 09, 2016

  Donald Trump's victory was greeted negatively by global equity markets overnight, but the Dow Jones Industrial Average and S&P 500 Index opened this morning in a slightly positive direction.     A number of factors may create a volatile short-term environment:                     ...
Investments

Other Countries Watch the 2016 U.S. Presidential Election

Jay Pearlstein, CFA
November 08, 2016

  At a major bipartisan charity dinner held last month, Hillary Clinton and Donald Trump shared the sentiment that this election cycle feels never-ending. In fact, Clinton said one of our priorities really should be to shorten these campaigns —an idea that was met with nods of approval.     A look at election cycles around the world suggests that they might be on to...