Wealth Strategies

7 Money Moves Financially Savvy Couples Should Make

Mary Beth Storjohann
June 10, 2015

  7 Money Moves Financially Savvy Couples Should Make     [ Note: The following post was written by Mary Beth Storjohann, CFP®, a writer, speaker, financial coach and the founder of   Workable Wealth . Mary Beth specializes in working with individuals and couples in their 20s and 30s and was recently featured as the keynote speaker for Atlantic Trust’s...
Investments

Podcast: Connecting Capital with Impact

John Tennaro, CIMA®
June 08, 2015

  While philanthropy continues to be an enormous force in promoting the welfare of others, it is investor capital that has always had the power to inspire, transform and persuade others to do more. Often tagged as “socially responsible” or “mission-related,” investing in a purposeful manner that seeks more than just financial reward is a growing trend. It can...
Firm News

Welcoming New Senior Hires in California and Texas

Jack Markwalter
June 03, 2015

  We are very pleased to announce two team additions and two appointments that will enhance the client experience and drive growth in our Texas and California offices:     • John W. Winslow, CFA, recently joined the firm as senior relationship manager and managing director, overseeing the Dallas and Austin regions     • Mark E. Frazier, CFA, ...
Wealth Strategies

13 Money Tips for Parents to Be

Mary Beth Storjohann
May 27, 2015

  [ Note: The following post was written by Mary Beth Storjohann, CFP®, a writer, speaker, financial coach and the founder of Workable Wealth . Mary Beth specializes in working with individuals and couples in their 20s and 30s and was recently featured as the keynote speaker for Atlantic Trust's G2G After Hours event. The original post first appeared on her blog at ...
Uncategorized

Understanding the Internet of Things

David Papp
May 20, 2015

  If you’re a complete newbie to the world of technology, you might find yourself scratching your head when you hear about “The Internet of Things.” In this post, I’ll shed a little light on this modern phenomenon that’s all about increasing interconnectivity in virtually all aspects of our day-to-day living.   First of all, what is the Internet of Things?   ...
Wealth Strategies

Prenuptial Agreements: What to Know Before Tying the Knot

Paulina Mejia
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 that life has to offer while building a new future together.     Despite all the best intentions that accompany a new marriage, however, we...
Wealth Strategies

When Should You Start Planning for Medical Expenses in Retirement?

Art Graper, CFP®
May 06, 2015

  According to CNBC , the Healthcare Research Institute projected in June 2014 that average healthcare expenses are expected to rise at a rate of 6.8% in 2015. The impact of these rising costs is of particular concern for retirees, for whom healthcare spending generally increases with age as the need for care increases.     Of course, the rising cost of...
Investments

FOMC Meeting Uneventful, As Anticipated by Markets

Gary Pzegeo, CFA
April 29, 2015

  The FOMC conceded that recent economic activity has been hampered by transitory factors and made no change to policy. Markets were expecting this to be an uneventful meeting, since the Fed previously stated that the April meeting was not likely to be one at which rates were increased. Following is a summary of the statement the Fed released.       ...
Investments

Responsible, Sustainable & Impact Investing

John Tennaro, CIMA®
April 29, 2015

  Across the globe, many high net worth individuals and institutions want to make the world a better place. While philanthropy continues to be an enormous force in promoting the welfare of others, it is investor capital that has historically had the power to inspire, transform and persuade others to do more.     Often tagged as “socially responsible” or...
Firm News

Delaware: Atlantic Trust’s New Trust Services Offer Big Trust Advantages

Gaby Bailey
April 22, 2015

  Trusts have long played an important role in modern wealth planning: They not only offer broad flexibility to help structure and manage assets, but can also help reduce administrative costs and delays at death and provide substantial estate and gift tax savings. However, trust laws vary from state to state, and not all trusts are created equally.       ...
Uncategorized

When Money Gets Personal

Melissa Donohue
April 15, 2015

[ Note: This blog was written by Melissa Donahue, a financial education specialist. In addition to being the founder of Financial Nutrition, Melissa   also serves as an external expert and strategic consultant for Atlantic Trust's Women's CIRCLE program. Her original post first appeared on  financialnutrition.com   and is reprinted here with   ...
Firm News

Atlantic Trust Heads to the Sunshine State

Jack Markwalter
April 08, 2015

      We are pleased to announce the opening of Atlantic Trust’s newest office in West Palm Beach, Florida. The new office—our 13th nationwide—is part of our overall strategic plan to expand into important wealth markets throughout the country in order to better serve our new and existing clients.     We’ve been on a controlled and thoughtful...
Uncategorized

Beware of Frauds on Your Friends List

David Papp
April 01, 2015

[ Note: This blog was written by David Papp, a leading technology consultant and social media expert. The original post first appeared on davidpapp.com and is reprinted here with the author’s permission. ]   Billions of people are on social media these days. For those with bad intentions, that’s a worldwide pool of potential prey for them to victimize. We’ve all come across a...
Uncategorized

Five Questions to Ask When Planning for Retirement

Linda Beerman
March 25, 2015

  Regardless of our age, personal circumstances or financial standing, we all ultimately want the same thing: a successful retirement. But with the standard retirement age increasing beyond 65 and more people living well into their 80s and 90s, how soon is too soon to start thinking about this important milestone?     The truth is that retirement should be a major...
Investments

Fed Takes Gradual Step Toward Policy Normalization

Gary Pzegeo, CFA
March 18, 2015

  The Fed took a gradual step toward policy normalization with the today’s post-meeting press release. Wording of the statement was changed to reflect what Chair Yellen had previously described as an indication that the Fed could find it appropriate to change the target Federal Funds rate at any time. This was widely expected by the market. Somewhat unexpected were comments...
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