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ADVISOR NEWS

The SECURE Act: May Complicate Estate Plans & Retirement

Kathryn Van Eeuwen

February 13, 2020

With the changes created by the SECURE Act, attorneys may want to review estate planning documents with their clients to make sure they will still have the intended effect.

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Welcome Catherine Bross!

Kathryn Van Eeuwen

February 13, 2020

Welcome to Catherine Bross, our new Trust Officer.

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Top Ten Scams Targeting Our Nation's Seniors

Kathryn Van Eeuwen

February 13, 2020

From the Senate Aging Committee Identifies the Top 10 Scams Targeting Our Nation's Seniors.

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Weekly Financial Market Update - February 7, 2020

Christopher LaPorta

February 10, 2020

The Financial Market Update is a weekly publication offering a snapshot of the week's market activity. The Financial Market Update provides an economic and market review of weekly activity within the various asset classes.

READ MORE Weekly Financial Market Update - February 7, 2020

Weekly Financial Market Update - January 31, 2020

Christopher LaPorta

February 3, 2020

The Financial Market Update is a weekly publication offering a snapshot of the week's market activity. The Financial Market Update provides an economic and market review of weekly activity within the various asset classes.

READ MORE Weekly Financial Market Update - January 31, 2020

Weekly Financial Market Update - January 24, 2020

Christopher LaPorta

January 27, 2020

The Financial Market Update is a weekly publication offering a snapshot of the week's market activity. The Financial Market Update provides an economic and market review of weekly activity within the various asset classes.

READ MORE Weekly Financial Market Update - January 24, 2020

Fiduciary Income Taxes: The Top Five Things an Attorney Should Know

Maura Mannix

January 14, 2020

With the 2020 tax season upon us, ATG Trust Company has arranged for Attorney Larry Gregory, Estate & Business Law Group, P.C., to provide a refresher presentation on fiduciary income taxes. The program will include a review of the basics, plus five key topics crucial to accurate filing.

READ MORE Register for January 29th Webinar Now

Congratulations, Christine!

Kathryn Van Eeuwen

January 14, 2020

Christine Campbell is promoted to Senior Vice President and General Counsel of ATG Trust Company.

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Weekly Financial Update - January 10, 2020

Christopher LaPorta

January 13, 2020

The Financial Market Update is a weekly publication offering a snapshot of the week's market activity. The Financial Market Update provides an economic and market review of weekly activity within the various asset classes.

READ MORE Weekly Financial Market Update - January 10, 2020

Weekly Financial Update - January 3, 2020

Christopher LaPorta

January 6, 2020

Our Financial Market Update offers an insightful snapshot and review of the past week’s economic and investment activity as well as a look at the week ahead to help you stay on top of the news. Commentary is provided for the overall economy, as well as fixed income, equity, and alternative investment markets.

READ MORE Weekly Financial Market Update - January 3, 2020