Wealth Strategies

Four Ways To Make Tax-Efficient Gifts to Children & Grandchildren

Linda Beerman
2014-07-09 12:05:00.0

At Atlantic Trust, we often receive questions from grandparents who want to provide a financial cushion for their grandchildren in the future. But lately, these clients have been calling with a more pressing concern: How can they assist their adult children who are overwhelmed by the high costs of raising children? As the mother of two adult children, I know from experience that the costs...
Firm News

Trending Upward

Jack Markwalter
2014-07-02 13:49:00.0

The year has been an excellent one so far: Atlantic Trust’s growth continues, with assets under management reaching $24.4 billion—an increase of $409.9 million, calendar year-to-date—including reaching a milestone of 7 years of consecutive quarters of positive net cash flows through April 30, 2014. A strong client retention rate—99% over the past year for clients with more than $5 million in...
Firm News

Atlantic Trust Hosts Clients and Friends At National Event Series

Jack Markwalter
2014-06-18 12:51:00.0

It’s important to our Atlantic Trust management team to stay connected to our clients and give them access to the best thinking of experts both inside and outside of our firm. We commit significant time and resources to traveling across the country each year and hosting events on topics that address timely, relevant concerns for our clients and referral sources.    ...
Firm News

Navigating a Mature Bull Market

Dave Donabedian, CFA
2014-06-11 19:21:00.0

As the S&P 500 reached progressive new highs, stoked by unconventional monetary stimulus and with evident pockets of valuation excess, many have asked the question, “Are we in another bubble?”   Our response is no , but this question is always a wise one to ask. Overall market valuations are middling relative to the long-term average, and interest rates remain well below...
Firm News

Atlantic Trust’s Boston Office Supports Best Buddies

Lisa Garcia
2014-06-11 12:24:00.0

A team of eight hardy Atlantic Trust colleagues from the Boston office participated in the Best Buddies Challenge, a ride, run or walk charity event supporting Best Buddies, an international organization that creates opportunities for friendships, integrated employment and leadership development for individuals with intellectual and developmental disabilities. This year’s event was held...
Firm News

Exciting New Hires in Our Chicago and Denver Offices

Jack Markwalter
2014-05-28 12:30:00.0

  We are very pleased to announce that a new senior relationship management team has joined our Chicago office— David M. Butts, CFP®  as managing director and senior relationship manager and Michael D. Zeier as vice president and associate relationship manager. These hires are part of our ongoing, firm-wide initiative to attract respected industry professionals to our team. ...
Wealth Strategies

Legacy Planning, Part III: Bringing Philanthropy Into the Family

Linda Beerman
2014-05-21 12:47:00.0

This is the third and final installment of our three-part series on family legacy planning. In Part I, we examined how your family’s values, history and long-term goals can help shape your legacy over time and discussed the importance of looking at wealth holistically, rather than exclusively in terms of the physical assets. In Part II, we looked at some of the ways to bring your family’s...
Wealth Strategies

Legacy Planning, Part II: Telling the Family Story

Linda Beerman
2014-05-14 13:40:00.0

This is Part II of our three-part series on family legacy planning.  In Part I, we discussed the importance of looking at wealth holistically, rather than exclusively in terms of the physical assets. In Part II, we will look at some of the ways to bring your family’s vision to life. While vision is critical as a touchstone, legacy planning tools such as ethical wills, let­ters to trustees...
Wealth Strategies

Legacy Planning, Part I: Looking Beyond the Assets

Linda Beerman
2014-05-14 12:35:00.0

Family legacy planning is an opportunity to define, reflect on and express what wealth really means to the family. For most families, this process involves identifying the core values that make the family who it is. For some, it is an opportunity to groom the family’s future leaders. If done well, for all families, it may be what makes estate planning’s legal and tax provisions understandable...
Firm News

Remembering the Heroes of Boston

Sid Queler
2014-05-07 12:35:00.0

Last month, the Board of Overseers at the Beth Israel Deaconess Medical Center (BIDMC) sponsored an event in remembranceof the first anniversary of the 2013 Boston Marathon bombings, as well as the heroic actions of the BIDMC response team in the traumatic events that followed. As chair of the Board of Overseers, it was my honor to deliver the introductory remarks for what proved to be an...
Investments

Don’t Mistake Extremes in the Market for the Market Itself

Sid Nargundkar, CFA
2014-04-30 19:34:00.0

High-multiple stocks in cloud computing and social media have fallen meaningfully from their recent peaks in an ongoing rotation to value. There had been some indications of speculative market behavior—for example, extremely high acquisition prices for private companies based primarily on non-financial metrics, and the sum total of consensus revenue estimates for individual social media...
Investments

Healthcare Stocks: Focus On Fundamentals

Cathy Becker, CFA
2014-04-30 12:41:00.0

The biotech market had a huge run in 2013, with the biotech component of the S&P 500 up 75% and the Russell Mid-Cap Growth biotech component up over 50%. The run began based on positive fundamentals, as there was good news on the late-stage clinical development front, exciting early clinical progress, a fairly accommodative FDA and re-emergence of M&A activity in the space. As...
Investments

Economy and Markets: What to Watch

Dave Donabedian, CFA
2014-04-23 12:16:00.0

The U.S. economy is strengthening...   For the year as a whole, we forecast a solid advance, with real GDP growth near 3%. Catalysts should be:                   Consumer/Housing : record household wealth and accelerating disposabe income gains Government : less fiscal drag from D.C.;...
Firm News

Attracting More Talent as Our Business Grows

Jack Markwalter
2014-04-16 12:27:00.0

  I am pleased to announce that we have hired Kishore Setty as senior vice president and relationship manager in New York, Giovanni “Gio” Boccia as vice president and associate relationship manager in Atlanta, Daniel “Dan” Carter as senior vice president and senior relationship manager in Houston and Trevor Hancock as vice president and relationship manager in Denver. In these...
Investments

Investment Strategy Update: Europe, China and Geopolitics

Dave Donabedian, CFA
2014-03-26 12:15:00.0

So far, 2014 has certainly met our expectation of “less return, more volatility” compared with last year. But in many ways, the short-term challenges facing the U.S. seem relatively tame compared to a variety of big macro issues in other parts of the world. As we approach the end of the first quarter, it is a good time to review the underpinnings of our outlook for the full year.   ...