ADVISOR NEWS

Weekly Financial Market Update April 20, 2018

Christopher LaPorta

April 23, 2018

U.S. stocks extended their gains from the week of April 9th despite weakness on last Thursday and Friday.

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Weekly Financial Update April 13, 2018

Christopher LaPorta

April 16, 2018

U.S. stocks edged higher this week, as earnings season kicked off with several major financial sector companies reporting on last Thursday and Friday.

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Weekly Financial Update April 6, 2018

Christopher LaPorta

April 9, 2018

Following a sharp sell-off to start the week, U.S. equities recovered on Wednesday and Thursday, but closed with weakness this past Friday. 

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New ATG Legal Ed: Cutting Edge Estate Planning Techniques in Light of Recent Gift and Estate Tax Law Changes

Maura Mannix, Vice President of Marketing and Development

April 3, 2018

In ATG Legal Education's new upcoming program, estate planning attorney, Melanie Witt, will summarize the new tax laws and discuss them in the context of various estate planning vehicles.

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Weekly Financial Update March 29, 2018

Christopher LaPorta

April 2, 2018

U.S. stocks had a bumpy, holiday-shortened week, as the S&P 500 rebounded 2.7% on Monday to reclaim about half of last week’s 6.0% decline.

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Weekly Financial Market Update March 23, 2018

Christopher LaPorta, Vice President

March 26, 2018

With a re-emergence of volatility and risk-off sentiment spreading across global markets last week, the S&P 500 Index and Dow Jones Industrial Average fell by 6.0% and 5.7%, respectively last week. 

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estate

Qualified Plans and Estate Planning

November 1, 2017

Between 1980 and 2008, the number of employees covered by a defined benefit pension plan has decreased from 38 percent to 20 percent.[1] This decline has led to more employees contributing assets to qualified plans such as IRAs and 401(k)s, and these plans can make up a substantial portion of the client’s estate. 

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Contact ATG Trust Team Members Directly

November 1, 2017

The best way to contact a specific officer or administrator by phone is to dial their direct number. If you have a four digit extension, simply dial 312.752.XXXX to contact the team member. Click through below to access a list of our direct dial numbers.

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Beware Hometown Bias

November 1, 2017

It is very tempting to stick with the familiar. A preference for what feels comfortable may be even stronger for purchases involving high stakes. Our September market brief examines the hometown bias and encourages us to think investing in the unfamiliar.

READ MORE September Market Brief.

Does Your Client's Estate Plan Include an Outside Investment Advisor?

November 1, 2017

Although it took effect in 2013, the new Illinois Directed Trust Statute (760 ILCS 16.3 and 16.7) has not been widely used. It may well be one that attorneys should seriously consider.

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