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...
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...