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...
Uncategorized

The Key to Unlocking Global Investment Opportunities

Scott Burg, CFA, CAIA
December 03, 2014

Since 1992, Atlantic Trust’s Multi-Manager Investment Program (MMIP) has combined the internal management expertise that the firm is already known for with access to “best-in-class” external investment managers. But with $8.7 billion in assets under management (as of September 30, 2014), how does Atlantic Trust choose the right managers for its platform and, ultimately, its clients’...
Wealth Strategies

Dynasty Trust

Linda Beerman
November 26, 2014

Much has been said of the advantages of trusts for transferring wealth from one generation to the next, but what about trusts that are established specifically for the benefit of grandchildren or even great-grandchildren?   Ordinarily, gifts to anyone two or more generations below the donor (such as grandchildren or great grandchildren) are potentially subject to a...
Wealth Strategies

Age Wave

Linda Beerman
November 19, 2014

  Transitioning into Later Life   Moving into retirement, helping aging family members and ensuring both legal and quality-of-life clarity can create a multi-generational perfect storm of challenges and decisions that affect not just those being cared for, but also the adult children facing a host of bewildering decisions that could affect their own financial and...
Wealth Strategies

Traditional or Roth

Art Graper, CFP®
November 12, 2014

Retirement-minded individuals have the option of choosing between the tax-deductible benefits of a traditional investment retirement account or the tax-free earnings growth of a Roth IRA. But which one is right for your retirement plan? Eligibility Anyone under age 70 ½ with earned income is eligible for a traditional IRA, and anyone with an earned income that does not exceed the...
Firm News

Atlantic Trust Hosts Family Summit With Focus on Legacy Planning

Eric Propper, CFA
November 06, 2014

Last week, Atlantic Trust hosted its second multi-generational family summit for clients with a focus on the growing importance of family legacy planning.   The Atlantic Trust G2G Impact Summit (Generation to Generation), was held at the United Nations Headquarters in New York City on October 24-25. It brought together more than 100 clients from across the nation for two...
Investments

FOMC - The End of Quantitative Easing Is Not the Story

Gary Pzegeo, CFA
October 29, 2014

The Fed came through on a well telegraphed move to end its quantitative easing policy. Markets reacted negatively in the hours following the FOMC’s press release, but it was likely due to other components of the statement.   Growth               Underutilization of labor resources is gradually diminishing. The Fed had...
Firm News

Scott Caven Named Distinguished Alumnus by University of Texas

Jack Markwalter
October 22, 2014

I am pleased to announce that Atlantic Trust’s own H. Scott Caven Jr. has been named as a 2014 recipient of the Distinguished Alumnus Award from the University of Texas.   The award, presented by the university’s Texas Exes Alumni Association , annually recognizes up to six alumni who have distinguished themselves professionally and through service to the University of Texas ....
Investments

Market Volatility: What's to Blame

Dave Donabedian, CFA
October 16, 2014

Earlier this year, the Atlantic Trust Asset Allocation Committee stated that we were likely to see “less return and more volatility” relative to the highly profitable and benign environment of 2013. This has certainly come to pass over the last few weeks. Global equity markets have tumbled, with riskier parts of the market enduring the most pain.   We attribute the sell-off and rise...
Wealth Strategies

Home is Where the Domicile Is: Relocating to Florida

Art Graper, CFP®
October 08, 2014

  Every year, thousands of vacationers from all over the world travel to Florida for its plentiful surf, sand and sunshine. What visitors may not know is that the absence of state income and estate taxes, combined with one of the country’s broadest homestead exemptions, also makes Florida an attractive destination for those looking to relocate or retire.   Before you...
Wealth Strategies

Home is Where the Domicile Is: Relocating to Florida

Art Graper, CFP®
October 08, 2014

  Every year, thousands of vacationers from all over the world travel to Florida for its plentiful surf, sand and sunshine. What visitors may not know is that the absence of state income and estate taxes, combined with one of the country’s broadest homestead exemptions, also makes Florida an attractive destination for those looking to relocate or retire.   Before you...
Firm News

Atlantic Trust Surpasses $25 Billion in Assets Under Management

Jack Markwalter
September 24, 2014

We are pleased to share that Atlantic Trust reached a record $25.4 billion in assets under management (AUM) at July 31, 2014, an increase of $1 billion from the previous fiscal quarter, reflecting market returns and strong client inflows.   The net inflows reflect a healthy blend of approximately 40% net client additions and 60% new client relationships, typically referrals from...
Wealth Strategies

When Should You Begin Claiming Social Security Benefits?

Linda Beerman
September 17, 2014

It may be surprising to learn that Social Security remains the largest source of retirement income for Americans age 65 or older. However, there may be circumstances in which you may wish to claim benefits before reaching retirement age; it may also be beneficial to delay benefits until later in life in certain cases. Deciding when to begin claiming Social Security benefits depends on each...
Wealth Strategies

Guest Blog: Bridging the Generation Gap

Alok Deshpande
August 13, 2014

      For better and worse, technology has permanently changed the way people interact. Perhaps you’ve done business with someone on the other side of the world or reconnected with an old friend on Facebook. On the other hand, maybe the guy sitting in front of you at the last movie you saw wouldn’t get off his cell phone.     Maybe...
Wealth Strategies

Four Ways to Make Your Charitable Gifts More Effective

Barry Berlin, CFA
August 06, 2014

When it comes to charitable giving, choosing the right cause can be a difficult—and personal—decision to make. Even for those who have a preferred recipient in mind, thinking about how to give strategically can be just as challenging.   The truth is that strategic philanthropy—similar to intentional asset allocation—requires as much of a donor’s brain as it does his or her bank...