G2G Impact

Exploring Family Legacy at Nexus USA 2016

Jason Stoneman, CFA
January 19, 2016

  Atlantic Trust was pleased to sponsor the 2016 Nexus USA Youth Summit last week at the White House, where an impressive group of adults in their 20s and 30s converged to discuss critical political, socioeconomic and human rights issues facing our country today.     The three-day event guided participants through a variety of panel discussions, workshops and...
Wealth Strategies

Dynasty Trusts: Keeping It in the Family

Art Graper, CFP®
January 15, 2016

  Gifting assets outright is often an attractive strategy because of the simplicity, efficiency and relatively low risk involved. However, there may be times when it is more advantageous to make a gift to a younger family member in trust rather than outright. These advantages may include asset protection, tax planning and family control.     Before we get into the...
G2G Impact

Your Credit History: Building a Rapport With Lenders

Chris Lombardo, CFA
January 12, 2016

  Having a good credit score can go a long way toward helping you achieve your long-term goals. Similar to how your resume and references say a lot about you as a potential employee, your credit score can open—and close—certain doors financially.     When you purchase something on credit, you are being trusted to fully make good on the cost of the goods and/or...
Investments

2016 Economic Outlook: Change is in the Wind

Dave Donabedian, CFA
January 06, 2016

  After a challenging 2015, we expect the investment landscape for 2016 will be defined by a new course for monetary policy and political leadership, a new primary catalyst for stocks, and an altered roadmap for credit markets and for energy. In our 2016 outlook, our Asset Allocation Team discusses five key themes that we believe will be critical talking points when considering the...
Investments

Asset Allocation: Making Sense of an Important Strategy

Katie Bullen, CTFA
January 05, 2016

  Asset allocation is a common strategy that you can use to construct an investment portfolio. It isn’t about picking individual securities but rather about focusing on broad categories of investments and mixing them together in the right proportion to match your financial goals, the amount of time you have to invest and your tolerance for risk.       ...
Wealth Strategies

7 Money Moves That Financially Savvy Couples Make

Mary Beth Storjohann
December 31, 2015

  [ As the new year approaches, Atlantic Trust is counting down the top blog posts of 2015. The post below was originally published on June 10, 2015. ]     Did you know that disagreements around finances can  raise your risk of divorce ? It’s not unsurprising when you think about it — and you may even have personal experience with this fact if...
Wealth Strategies

Make Year-End Tax Planning Part of Your Routine in 2016

Ryan Christine Coulson
December 30, 2015

  [ As the new year approaches, Atlantic Trust is counting down the top blog posts of 2015. The post below was originally published on Nov. 11, 2015. ]     Year-end tax planning should be a part of everyone’s annual financial routine, especially in light of the new rules and regulations governing various tax and estate planning strategies. With the new...
Wealth Strategies

Prenuptial Agreements: Preparing for "What If"

Paulina Mejia
December 29, 2015

  [ As the new year approaches, Atlantic Trust is counting down the top blog posts of 2015. The post below was originally published on May 13, 2015. ]     For many couples, getting married is an exciting time filled with reflection, anticipation and hope. More than the union itself, marriage is an opportunity for two people to experience all the things...
Wealth Strategies

13 Money Tips for Parents-to-Be

Mary Beth Storjohann
December 24, 2015

[ As the new year approaches, Atlantic Trust is counting down the top blog posts of 2015. The post below was originally published on May 27, 2015. ]   If you’re like many of us in our 20s, 30s and 40s, you haven’t taken the decision to start a family lightly. Choosing whether or not you want to have children (and then, you know, actually making it happen) is one of the biggest,...
Wealth Strategies

Lifetime Gift Planning: New Strategies for Changing Needs

Scott Thompson
December 23, 2015

  [ As the new year approaches, Atlantic Trust is counting down the top blog posts of 2015. The post below was originally published on Sept. 30, 2015. ]     Most people recognize that an estate plan is about providing for those they love and doing so in a positive and empowering way. “I want to take care of the generations following me,” for...
Wealth Strategies

10 Millennial Financial Planning Goals for 2016

Mary Beth Storjohann
December 22, 2015

  [ As the new year approaches, Atlantic Trust is counting down the top blog posts of 2015. The post below was originally published on Oct. 14, 2015. ]     Being in your 20s and 30s means experiencing many life milestones—and watching your peers go through the same. With all the exciting, new and different things happening to you and your...
Women's CIRCLE

The Expression of Family Values and Meaning

Melissa Donohue
December 17, 2015

  Holiday traditions usually reflect family values systems, including traditions around food, culture and giving. We spend time around the holiday table together, exchange gifts and reminisce about those no longer with us while also reflecting on what really matters in our lives and what family means to us.     During this celebratory family time, we have the...
Firm News

Ringing in the Holidays With Atlantic Trust in Houston

Scott Caven
December 16, 2015

  The Atlantic Trust Houston office chose the Bayou Bend Collection and Garden in Houston’s historic River Oaks neighborhood as the site for its December 8 holiday party. Housing one of the world’s finest showcases of American furnishings, silver, ceramics and paintings, this Museum of Fine Arts, Houston, location also houses Hogg Mansion, former home of noted Houston civic leader and...
G2G Impact

Interpreting Your Credit Report

Chris Lombardo, CFA
December 15, 2015

  Credit seems to be one of those things that we cannot avoid. For many millennials, the thought of having a credit card (and the additional debt that having one implies) is unappealing. Yet, having good credit can provide you with financial flexibility and security.     For example, few people are able to (or want to) purchase a new home or car with cash alone. Or,...
Women's CIRCLE

Women's CIRCLE: Reflections on 2015 and the Year Ahead

Linda Beerman
December 10, 2015

  Our Women’s CIRCLE (Centered on Investments, Relationships, Community, Legacy and Enterprise) initiative truly blossomed in 2015. This year, we hosted five events in four U.S. cities, focusing on different investment, legacy planning and financial topics, and also launched a brand new web portal.     When we launched this initiative , our goal was to speak...