ADVISOR NEWS

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. 

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. 

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.

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.

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.

The Monthly Market Review considers the question, "Is the American economy anemic or Goldilocks lite?" The review examines the 50+ years of American economic growth and contemplate the ramifications of recent evidence that the growth is rate is slowing. Read more about these and other issues in our

If you receive ATG Trust statements in the mail, you may have noticed something new in your envelope.

The Quarterly Economic Outlook begins with a spotlight on corporate tax reform. With the Republican Party controlling both houses of Congress and the White House, broad-based corporate tax reform if looking like a serious possibility for the first time since the Tax Reform of 1986 during the Reagan Administration. There are several plans being discussed, but the overall direction appears to be a reduction in the proportion of corporate profits subjected to federal taxes.

More and more financial institutions are not willing to accept the power of attorney (POA) you draft as part of an overall estate plan. They instead insist that the principal use their own internal POA form.

This month's financial market review discusses whether or not bond investors are prepared for the right risks by taking a look at long term bond yields and alternate preparations. Below is an excerpt from the article.