Wealth Strategies

Medicare Open Enrollment, Part II: Evaluating Your Options

Dianne Savastano
October 31, 2016

  Medicare Open Enrollment 2017 began earlier this month —on October 15. It continues through December 7, with any new choices you make becoming effective on January 1, 2017.     In last week’s blog , we reviewed some of the basic differences between the many different products that insurance companies offer to those who are in the process of enrolling in...
Wealth Strategies

6 Habits of People Who Achieve Early Retirement

Kyle Marotta, CFP®
October 26, 2016

  How many Americans have dreamed of retiring before their 60th birthday? What about in their 40s or even sooner? Despite the uncertainty of what retirement may look like in 30 years , an increasing number of millennials—both singles and financially savvy couples —are already preparing to make the dream of financial independence a reality.     Of course, early...
Wealth Strategies

Medicare Open Enrollment, Part I: Opportunity Awaits You

Dianne Savastano
October 24, 2016

  Medicare Open Enrollment 2017 began earlier this month on October 15. It continues through December 7, with any new choices you make becoming effective on January 1, 2017.     Medicare open enrollment makes it possible for you to be proactive about assessing the suite of Medicare products in which you may be enrolled and to make any changes needed to...
Firm News

G2G Impact After Hours Returns to the Windy City

Bret Farris, CFP®, CIMA®, CPWA®
October 20, 2016

  Set against Chicago’s dramatic skyline, Atlantic Trust and the Nexus Global Youth Summit were pleased to host the latest installment of G2G (Generation to Generation) Impact’s After Hours Series at Venue SIX10. The event hosted a number of Chicago’s top young investors, entrepreneurs and philanthropists, who were invited to share their stories about social change and leaving a...
Wealth Strategies

Election 2016: A Look at the Candidates’ Tax Platforms

Art Graper, CFP®
October 19, 2016

  While every part of a presidential candidate’s platform has the potential to affect individual lives, few things are quite as personal as taxes . This year, the candidates’ proposals affect how much could be contributed to a tax-qualified retirement plan, whether municipal bond income will be taxed, the possibility of a new minimum tax and a host of other things.    ...

Why Do Investors Prefer Premium Bonds?

Dan Skolochenko
October 18, 2016

  A few years ago, I authored a white paper titled “ Don’t Be Afraid of Premium Bonds ” in response to a common concern of clients about the high premiums that municipal bonds carry. It’s a topic that continues to be relevant today as the low-yield environment in bond markets has pushed securities prices to historic highs.     Consequently, some clients have been...
Wealth Strategies

Atlantic Trust and the Art of Collaboration

Paulina Mejia
October 11, 2016

  Wealth transfer planning is a complex process that almost always requires multiple perspectives and strategies from a team of advisors with multi-disciplinary skills. At Atlantic Trust, we’re very focused on helping our clients realize the possibilities of wealth instead of focusing on the possible burdens of it. But we’re also very aware, from years of working with clients, that...
Firm News

2016 Investment and Political Outlook Series Concludes in Denver

Dave Donabedian, CFA
October 10, 2016

  There is no doubt that the 2016 presidential campaign has so far been a very unusual one, bringing with it plenty of surprises and looming questions about how exactly, when the votes are counted November 8, the aftermath may influence financial markets over the next several months.     That is why I was pleased to participate in the Atlantic Trust  2016...
Wealth Strategies

6 Steps Couples Don’t Realize They Should Take When Merging Assets

Halsey Schreier
October 04, 2016

In many relationships, the process of merging assets starts long before marriage, especially considering that two-thirds of couples married in 2012 lived together for at least two years before marrying, an increase of more than 900% over   the last 50 years . According to LearnVest (via Forbes ),  only 16% of women and 18% of men who live with their significant other...
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...

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...
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...

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...