ADVISOR NEWS

Our Quarterly Market Insights publication offers a review of the quarter and also our outlook for the coming months. This publication features a “spotlight” topic and also highlights news in the economy, equities and fixed income asset classes with a focus placed on our outlook for the markets and economy.

There have been a lot of changes in the past couple of weeks that could impact decisions you make regarding your taxes and tax returns. In order to keep you up to date, we share the following topics which might impact you.

ATG Trust Responds to Coronavirus

A message from our parent company regarding the COVID-19 virus.

In a down market, you have the power to follow these suggested actions - which historically have resulted in success weathering market lows.

In times of volatile markets, the best move of all for long-term investors is often no move at all.

At ATG Trust Company, we work hard to make sure our clients are in portfolios where the understand the risk that are associated with them and can withstand the market volatility. Any changes should be made because of changes in your life, not changes in the markets.

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.

Welcome to Catherine Bross, our new Trust Officer.