Wealth Strategies

An 8-Step Plan To Creating A Budget You’ll Stick To

Katie Bullen, CTFA
August 04, 2016

  Regardless of your current life stage, most working professionals are likely to agree that managing and sticking to a budget can be one of the most valuable skills a person can have. Yet for millennials, particularly those who are still adjusting to the realities and responsibilities of adult life, the very idea of going on a budget can be enough to make the whole body cringe. ...

The Four Drivers of Success for Our Disciplined Equity Strategy

Brant Houston, CFA
August 03, 2016

  In managing our Disciplined Equity Strategy (DISE), we look for companies with characteristics that reflect quality, such as strong cash flows, proven management teams and leading competitive positions in attractive industries.     As a result of our focus on these qualities, DISE has been able to stand out from the pack in terms of its performance by generally...
Wealth Strategies

When Should You Start Taking Social Security Benefits?

Josh Miller, CFP®
July 29, 2016

  Social Security is a broad topic with a lot of different nuances, and many of our clients often have questions about when they should begin taking benefits. In today’s blog post, I want to help answer some of those questions and provide some clarity around what the different options are with respect to Social Security today.     When we're talking about Social...
Wealth Strategies

Reviving Charitable Remainder Trusts

Art Graper, CFP®
July 27, 2016

  When it comes to estate and tax planning, philanthropy provides an opportunity to leave a legacy or fulfill a personal passion. Among the available giving strategies, Charitable Remainder Trusts (CRTs) are unique because of their ability to pay donors an annual income stream and satisfy charitable desires at the same time. This is because the trust’s remainder passes to one or more...

Housing Is Finally Delivering a Boost to the Economy

Jay Pearlstein, CFA
July 26, 2016

  In the movie “The Big Short,” based on Michael Lewis’ best-selling book about Wall Street’s role in the housing boom and subsequent bust, there is the constant, incredulous refrain: “But housing is always stable... people don’t just not pay their mortgage... It will never collapse.” Bets upon bets upon bets later, it did happen, resulting in the Great Recession and Financial Crisis...
Firm News

Adam Karpf Featured in Barron’s Speaking About MLPs

Dave Donabedian, CFA
July 22, 2016

  Adam R. Karpf, CFA , co-manager of Atlantic Trust’s Master Limited Partnership (MLP) strategies, was recently featured in a Barron’s article in which he commented on the recent rally within energy-focused MLPs. He elaborates further in the quote below:     Over time, with the further stabilization in crude oil prices, we expect investors will recognize and gain...

The Venture Capital Questions You’ve Been Wanting To Ask, Answered

Dan Criscuolo
July 20, 2016

Beyond the three primary asset classes—stocks, bonds and cash—there are many other types of investments that can be used to diversify investment portfolios. Over the years, alternative investment strategies such as natural resources, real estate and hedge funds have become popular allocation targets to achieve this diversification. Another popular alternative asset class—and one that...
Wealth Strategies

A Long-Term Trust for Long-Term Planning

Dee Ann Schedler
July 19, 2016

  A key strategy in wealth planning today, trusts offer broad flexibility to help families achieve their wealth planning goals by providing:                       Broad flexibility to help structure and manage assets Reduced administrative costs and delays at death Substantial estate and...

A View from the Inside: Who Will Be Next in the White House?

Gary Pzegeo, CFA
July 15, 2016

  According to David Wasserman, the 2016 presidential election will break every rule of politics we have been taught. Wasserman is political analyst and House editor for The Cook Political Report , which provides analyses of presidential, U.S. Senate, House and gubernatorial races. In March, to coincide with the launch of our Investment and Political Outlook Speaker Series , David...
Firm News

Atlantic Trust Opens 3rd Office in Texas, 14th Nationwide

Jack Markwalter
July 14, 2016

  Atlantic Trust is pleased to announce the opening of a new office—our 14th nationwide—in Dallas, Texas . This strategic expansion builds upon our firm’s already strong foundation in Texas with our Austin and Houston offices and provides room for further growth in one of the country’s fastest-growing wealth centers.     Dallas is already well established as a...
Firm News

Gaby Bailey Among the 50 Most Influential Women in Private Wealth

Jack Markwalter
July 13, 2016

  We are pleased to announce that Gabrielle D. “Gaby” Bailey , chief fiduciary officer for Atlantic Trust, has been named one of the country’s 50 most influential women in private wealth by Private Asset Management (PAM) magazine.     Gaby joined Atlantic Trust in 2003 as the firm’s legal counsel before eventually joining our Wealth Strategies Group as director...
Firm News

Atlantic Trust Recognized in Financial Times Top 300 RIAs List

Kishore Setty, CFA
June 30, 2016

  My colleague, Kyle Edmonds , CFP®, and I were honored to represent Atlantic Trust at a recent awards presentation in New York hosted by Financial Times , a leading financial news publication.             During the presentation, Atlantic Trust was recognized for its inclusion in Financial Times’ list of the nation’s...
Wealth Strategies

Creating Flexible Trusts in Uncertain Times

Judy Saxe, AEP®, CAP®
June 29, 2016

  Attorneys and other advisors often recommend trusts to help manage and protect assets for the long term or to help achieve a certain tax benefit. If a trust is designed to be irrevocable, whether during life or after death, it is critical to consider whether it makes sense to add provisions that may enable trust modifications if necessary to adapt to changing times and circumstances....

Negative Interest Rates: Paying to Save

Gary Pzegeo, CFA
June 29, 2016

  Exorbitant pricing has returned to markets, and not just in Silicon Valley or biotech stocks. Over the last several months, central banks in Europe and Japan have begun charging member financial institutions to store bank reserves anywhere from 0.1% to 0.4% of the value of those reserves. This has been called Negative Interest Rate Policy, or NIRP. The numbers are small, but the...
Firm News

Discovering Quality Through a Different Lens

Brant Houston, CFA
June 27, 2016

  Earlier this month, Atlantic Trust published a new white paper on atlantictrust.com, titled “ Discovering Quality Through a Different Lens. ” In it, we outline our differentiated approach to large-cap core investing and provide insight on what we believe has set the Atlantic Trust Disciplined Equity Strategy apart from our peers and has helped drive outperformance relative to the...