Women's CIRCLE

Millennial Women and Money, Part II: Growing Wealth Intelligently

Melissa Donohue
March 10, 2016

  One of the greatest opportunities young women have is the ability to grow wealth through investing. Because of the power of compounding, time is a very good friend to the young investor.     However, many women find a discomfort with risk, which is inherent in investing. Risk means exactly what it sounds like: the chance that something could go wrong. But even with...
Firm News

Atlantic Trust Debuts Investment and Political Outlook Speaker Series

Brent Fykes, CFA, CFP®
March 09, 2016

  The 2016 presidential race is heating up, giving rise to important questions about the candidates and their views, as well as how the eventual outcome of the election might influence the markets in the U.S. and impact the global economy.     To provide insight on these questions, Atlantic Trust was pleased to host editor and political analyst David Wasserman for an...
G2G Impact

5 Quick Tips to Help You Prevent Credit Card Fraud

Duncan Edwards, CFP®
March 08, 2016

  Picture this: You’re enjoying dinner with a few close friends and the bill has just arrived. You pay the bill, leave the signed receipt on the table and head off to your next destination. A few days later, you get a call from your bank asking about a few “suspicious” high-dollar charges that you definitely didn’t make. What happened?     Credit card fraud is one of...
G2G Impact

Millennial Women and Money, Part I: Money and Money Management

Melissa Donohue
March 03, 2016

  Welcome to Part I of our four-part series on millennial women and money, which will explore and attempt to answer critical questions about money and finance as they relate to millennial women. For an overview of the series and the goals we hope to achieve over the course of this month, click here .     Ah, money management! To some, it might sound like a kind of...
Firm News

Atlantic Trust Wows at the Art Institute of Chicago

Denise Whennen
March 02, 2016

  Atlantic Trust and the Art Institute of Chicago brought some much-needed warmth to the Windy City last week with a special viewing of Vincent Van Gogh paintings in the “Van Gogh’s Bedroom” exhibition.     The exclusive event, which took place Wednesday, February 24, at the Art Institute’s Arthur Rubloff Building, hosted more than 200 Atlantic Trust guests and...
G2G Impact

Buying Your First Home: Making Sense of Mortgage Clauses

Sam Adams
March 01, 2016

One of the less glamorous but nonetheless crucial steps in buying a new home is dealing with the sizable amount of paperwork you’ll be required to sign at the closing or settlement meeting. If you required mortgage financing to purchase your property, the mortgage contract is among the most important documents you’ll sign. A mortgage contract will often contain one or more...
Women's CIRCLE

Millennial Women and Money: An Introduction

Melissa Donohue
February 25, 2016

  As young adults, millennials are faced with significant uncertainty. They may not have full knowledge of the world, but they do have adult responsibilities. And our world today is full of the unexpected: The U.S. economy is less reliable, the markets are more volatile and issues like risk are even greater for this demographic.     Millennial women, in particular,...
Firm News

Atlantic Trust Advisors Attend 2016 Heckerling Institute

Josh Miller, CFP®
February 24, 2016

  Twenty-five Atlantic Trust professionals attending the 50th Annual Heckerling Institute on Estate Planning January 11-15 in Orlando, Florida, took advantage of educational and networking opportunities, learned the latest thinking on industry issues and had a chance to review current and evolving industry technology, products and services.         ...
Firm News

Atlantic Trust wins 2016 Private Asset Management Award

Eric Propper, CFA
February 24, 2016

  We are pleased to announce that Atlantic Trust has been recognized as Best Private Wealth Manager—Overall by Private Asset Management (PAM). The 2016 PAM Awards were announced February 22 at a ceremony in New York. Eight firms were shortlisted for this award.     This is an impressive achievement that offers further evidence of our firm’s commitment to...

Is the Stock Market Signaling Recession?

Dave Donabedian, CFA
February 23, 2016

        “The stock market has forecast nine of the last five recessions.” — Paul Samuelson, Nobel Prize winning economist     The U.S. equity market has endured two corrections (i.e., declines of more than 10%) in the last six months. 1 Along with deeper market plunges abroad and the struggling energy sector, stock market volatility...

Oil Prices: Commentary on Key Facts and Their Implications

Paul McPheeters, CFA
February 22, 2016

  Over the last few days, a number of interesting comments have been made by oil ministers of some of the largest oil-producing countries in the world. Unlike comments over the last few months, we view the most recent comments as material events. They support our view that oil prices are unlikely to stay much below $50/bbl for very long.     Below are several key...
Women's CIRCLE

Best Practices to Protect Your Home and Family

Martina Frangis
February 19, 2016

  Risk may come to mind when you think about investments, but not necessarily when you think about your children’s nanny, your neighbors using your boat or connecting with old friends on Facebook. All carry the potential to threaten your financial security, but most risks can be managed and minimized—if you know the “best practices” to follow.     Risk carries with...
Wealth Strategies

The 2016 Social Security Changes You Should Know About

Art Graper, CFP®
February 18, 2016

  It came literally in the dead of night. A 3:00 a.m. vote by the U.S. Senate in early November on the bill to extend the country’s borrowing authority included a significant add-on change to Social Security that caught many by surprise—and is bringing new complexities to the question “When should I start claiming Social Security benefits?”     But first, it’s...
G2G Impact

When is the "Right" Time to Start Planning for Retirement?

Trevor Hancock, CFA
February 17, 2016

  For young professionals in their 20s and 30s, the thought of retirement—a milestone that many do not achieve until their 60s—is a fleeting one. But if you take the mindset that retirement is still too far away to worry about, you may find yourself at a disadvantage in the long-term.     For example, Social Security may be around when you retire, but the benefit...
Firm News

Atlantic Trust Wealth Strategies Group Completes Legacy Training

Paulina Mejia
February 12, 2016

  Last week, members of Atlantic Trust’s Wealth Strategies Group participated in the final day-long session of a four-part educational series about family legacy planning. Each session in this series was facilitated by Matthew Wesley, J.D., M.Div., an internationally recognized advisor to business and legacy families and the founder of The Wesley Group .     The...