Firm News

CIBC and Atlantic Trust Volunteer at the United Way Rooftop Garden

Amanda Marsted
June 10, 2016

  On the morning of May 20, eight CIBC and Atlantic Trust employees gathered recently on the roof of the Metro Baptist Church in New York’s Hell’s Kitchen neighborhood, in partnership with the United Way of New York City, to volunteer for the Hell’s Kitchen Farm Project.     Together, they helped transform 52 kiddie pools into nearly 1,000 square feet of new plant...
Wealth Strategies

A “Principled” Pathway to Family Success

Paulina Mejia
June 08, 2016

  What does it mean for a family to “succeed”? From our many years of working with multi-generational families on the transition of their wealth, we’ve learned that for most of them, “success” is defined as creating an environment for the sustainability of wealth across generations.     With that in mind, our Wealth Strategies Group has crystallized its offering to...
Women's CIRCLE

The Balancing Act Of Caring For Your Parents And Your Children

Kim Dwyer
May 26, 2016

  Whether it’s helping to streamline mundane tasks, bring people together or keep better track of the day-to-day responsibilities at home and at work, technology plays a fascinating role in all of our lives. It’s also helping us live longer: according to the Bureau of Labor Statistics , the average life expectancy has increased by more than 60% between 1900 and 2000.   ...
The Connection

3 Questions to Ask When Helping Aging Parents with Estate Planning

Carly Howard
May 25, 2016

  What can you do to help your parents with their estate planning? It’s difficult to know what kind of “help” your parents may need—or when it’s the right time to step in—especially if your parents are reluctant to share information about their finances. Coordinating with your parents’ advisors is a great way to keep your finger on the pulse of your parents’ estate planning needs. ...
The Connection

Brexit: Will They Stay or Will They Go?

Dave Donabedian, CFA
May 25, 2016

      "Should the United Kingdom remain a member of the European Union or leave the European Union?"     This is the question that British voters will answer in a June 23rd national referendum. As the vote approaches, this could be a source of volatility in global equity, fixed income and currency markets.     ...
Firm News

Atlantic Trust Featured on Forbes RIA Channel

Sid Queler
May 24, 2016

  My colleague, Bruce Katz , and I recently appeared on the RIA Channel for Forbes Advisor Network to discuss Atlantic Trust’s offerings for multigenerational clients and our service-oriented approach.     During our interview with RIA Channel’s Julie Cooling, we discussed the philosophy behind Atlantic Trust’s investment platform and our emphasis on creating...
Firm News

2016 and Beyond- Oil & Gas Outlook Event Speaker Series

Scott Caven
May 19, 2016

Texas has been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, Atlantic Trust held two luncheons last week in Houston (the energy capital of the U.S.) and Dallas. More than 125 people attended the two events, and the level of interaction was highly sophisticated. Speaking first was Andre Burba, managing...

Diversifying Your Investment Portfolio With Bonds

Gary Pzegeo, CFA
May 17, 2016

  Bonds may not be as glamorous as stocks or commodities, but they do form a significant component of most investment portfolios.     The main reason bonds can be so attractive is that they can help diversify your investment portfolio. Interest payments from bonds can act as a hedge against the relative volatility of stocks, real estate or precious metals. Those...
Women's CIRCLE

Financial Education: Setting Your Children Up for Financial Success

Martina Frangis
May 13, 2016

  A high-quality education is one of the most valuable things a parent can provide for his or her child, but some subjects, such as financial literacy, tend to be left out of even the most well-rounded curriculums.     For example, a survey conducted earlier this year by the Council for Economic Education found that only 20 states currently require high school...
Firm News

Atlantic Trust Hosts David Wasserman in Boston

Tom Riley, CFA
May 12, 2016

  The 2016 presidential primary season is in full swing, and voters continue to ask important questions about the remaining candidates, their views and the potential implications of this election cycle’s outcome on the financial markets and global economic outlook.     To help glean some insights from the latest election developments dominating headlines on both...
Women's CIRCLE

Strategic  Philanthropy: Starting the Process

Amanda Marsted
May 06, 2016

  The U.S. is seeing record levels of giving in recent years: According to data from the National Philanthropic Trust , Americans gave $358.38 billion in 2014—an increase of 7.1% over 2013—accounting for approximately 2.1% of gross domestic product in that year.     That trend is expected to continue upward in 2016. Two factors may play a role: One is millennials ,...
Wealth Strategies

The Family Business: Answering the “What Next?” Question

Judy Saxe, AEP®, CAP®
May 05, 2016

  After someone has invested years of effort into starting and nurturing a successful business, it is only natural to contemplate the future of that business.     The question “What next?” is not an easy one to answer; it requires serious thought and planning, and often boils down to one of the following options:         ...

What You Need to Know Before Investing in Mutual Funds

Kyle Marotta, CFP®
May 03, 2016

  For many first-time investors, purchasing individual stocks and bonds might appear to be the most straightforward entry point into the market. But increasingly, millennials are also showing interest in mutual funds.     Citing data earlier this year from the Investment Company Institute (ICI), a global association of regulated funds, CNBC reported that the median...
The Connection

A Look Inside the Green Book: The President’s Budget Proposals

Josh Miller, CFP®
April 29, 2016

  This year, the administration has put forth tax proposals that may change the current law. We earlier provided a summary of last year’s proposals, which can be found here . Below is a summary of the fiscal year 2017 Revenue Proposals submitted by the Obama administration that would affect individual taxpayers and future estate and tax planning strategies:     ...

Investment Fundamentals: What Are the Traits of a Good Investor?

Susan Farris, CFA
April 28, 2016

Women in the U.S. control 51% of investable assets—or $14 trillion—and are expected to control $22 trillion by 2020, according to the BMO Wealth Institute. Women are the primary breadwinners in 4 in 10 American households with children under 18, and many will become the primary decision makers with respect to finances, as many women inherit twice: once from their parents and once by...