Uncategorized

Permanent Estate and Tax Planning Strategies – Maybe Not?

Josh Miller, CFP®
March 11, 2015

  Permanent Estate and Tax Planning Strategies – Maybe Not?     The federal government’s annual budgeting process is once again underway now that the President’s proposal for fiscal year 2016 has been submitted to Congress.     Among other things, the administration’s $3.9 trillion proposal targets certain estate, gift and generation-skipping...
Uncategorized

2015: A Year of (More) Normalization

Dave Donabedian, CFA
February 25, 2015

  One of the ironies of the data we used to project 2015 is that, despite what the data tells us, Main Street still believes that we’re in a recession. While the job market is better than it was a year ago and the housing market has rebounded, the jobs environment hasn't provided much in the way of wage increases, and many people have been forced into part-time or contract work....
Investments

Funding Education Expenses With a Section 529 Plan

Art Graper, CFP®
February 18, 2015

  During his 2015 State of the Union Speech on January 20, President Barack Obama’s proposal to roll back Section 529 college savings plans sparked a wave of backlash from financial firms, educational institutions and politicians on both sides of the aisle. Although the proposal was later withdrawn, the national debate raised some important questions about college savings and the...
Firm News

A View from the Corner Office: Expect Big Things in 2015

Jack Markwalter
February 11, 2015

  If I had one word to describe 2014, it would be “eventful.”     Atlantic Trust not only accomplished a smooth and successful transition to CIBC, but we had virtually 100% client and team member retention while continuing to grow the firm in a robust fashion. We also experienced very strong growth in 2014 with an additional $1.5 billion in net flows of assets;...
Firm News

Atlantic Trust Recognized by Private Asset Management (PAM)

Eric Propper, CFA
February 04, 2015

  Last night, members of our New York team and I were honored to represent Atlantic Trust at the 2015 Private Asset Management (PAM) Awards , accepting an award in the following category:               Best Multi-Family Office —Overall, New Product (AT Income Opportunities Fund)     The AT Income...
Investments

Fed's Patience in Policy Normalization

Gary Pzegeo, CFA
January 30, 2015

There was no change in monetary policy at the January 28 meeting. The FOMC made some marginal changes to their press release when compared to the December 17 statement and repeated an expectation to be patient in normalizing policy. Following is a summary of the statement the Fed released.     Growth            ...
Uncategorized

Make Online Security Part of Your New Year’s Resolution

Art Graper, CFP®
January 28, 2015

With the memory of last year’s large-scale hacking incidents still fresh in our minds, it’s no secret that security will be an important topic going into 2015. But how did we get to this point, and what are the risks?   Last year, we saw an uptick in the number of high-quality “phishing” emails—messages designed by scammers to trick users into providing sensitive, valuable...
Firm News

Atlantic Trust Generates Buzz at the 2015 Heckerling Institute

Jack Markwalter
January 21, 2015

  Atlantic Trust once again had a strong showing at the Heckerling Institute on Estate Planning annual meeting in Orlando, Florida. During this year’s conference, our presence—both as a sponsor and in the Exhibit Hall—was more impressive than ever before. I thoroughly enjoyed meeting with the many outstanding professionals and friends of the firm who attended.     ...
Wealth Strategies

Discovering the True Meaning of Wealth

Linda Beerman
January 21, 2015

What does it mean to be “affluent”? Or a “family of wealth”? Most families might attempt to answer that question with a number, though this isn’t necessarily the best answer.   According to internationally recognized financial advisor Matt Wesley, J.D., M.Div., a number can’t always be sustained, but real family wealth can. Wesley, who was the keynote speaker and lead facilitator...
Investments

Savings: Small Changes Can Reap Big Rewards

Brent Fykes, CFA, CFP®
January 14, 2015

Savings is the foundation of wealth building and wealth creation. Without accumulating savings, you can’t make investments (home, business, 401k, real estate, stock and bond portfolio, etc.). If you don’t invest in something, how do you become wealthy? The wealthy, generally speaking, became so by building businesses, buying and selling real estate, and growing stock and bond portfolios. The...
Uncategorized

Funding and Taking Distributions from a Roth IRA

Art Graper, CFP®
January 07, 2015

When implemented correctly, a Roth IRA is a powerful retirement savings tool that potentially can provide significant tax-free earnings growth as part of your overall estate plan.   Whether you are creating a new Roth or are preparing to convert an existing traditional IRA, there are various contribution, conversion and transfer options to consider. Likewise, it is important to...
Firm News

Atlantic Trust Wishes You a Safe and Happy New Year

Jack Markwalter
December 31, 2014

Wealth Strategies

Attracting More Talent as Our Business Grows

Jack Markwalter
December 18, 2014

I am pleased to announce that we have hired Ryan Christine Coulson as senior vice president and wealth strategist in our San Francisco office, and Mark Kane as senior vice president and business development officer and Josh Miller as managing director and senior wealth strategist in our Boston office.   The addition of Ryan, Mark and Josh brings 25 combined years of valuable...
Investments

The Fed Remains on the Path Toward Policy Normalization

Gary Pzegeo, CFA
December 17, 2014

The Fed remains on the path toward policy normalization, but timing of the first rate increase remains uncertain. Following is a summary of the statement the Fed released.   Growth               Labor market conditions improved further, with solid job gains and a lower unemployment rate Under-utilization continues to...
Wealth Strategies

Welcome Ryan Coulson

Linda Beerman
December 10, 2014

  Please Welcome Ryan Coulson to Our Wealth Strategies Team     I am pleased to welcome Ryan Christine Coulson to our Wealth Strategies Group as senior vice president and wealth strategist.   She will join our San Francisco and Newport Beach offices—home to 20 relationship and portfolio managers, client service advisers and business development...