Blog
Our Experience at the NAPA 401k Summit - 2023
Your ATL Global Advisors Gary Lutrick and Kevin Myers, both participated again in the National Association of Plan Advisors three-day conference. This year the conference was held in San Diego with over 1,200 advisors from across the...
Read MoreWe've seen periods like this before - October Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102At-A-Glance7 min readThe Federal Reserve continues to raise interest rates at a faster pace than any time since the...
Read MoreCetera 2022 Connect2Peers Conference
Here at ATL Global Advisors, we are committed to growing and learning so we can serve you better. We invest both time and money to make our firm the best it can be. Our passion for professional development led Gary Lutrick, Morgan...
Read MoreChallenges with The Stock Market - July Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102At-A-Glance7 min readThe first six months of 2022 were extremely challenging with the stock market, as measured by the S&P...
Read MoreStock Market's Recent Slide - June Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102At-A-Glance7 min readThe stock market continued its recent slide through the first several weeks of May, ultimately dropping...
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Staying Anchored to the Investing Principles - January Market Update
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A Quick Rebound In The Market - November Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102 At-A-Glance 7 min read Subsequent to September's 5% pullback, markets quickly rebounded to new highs based on third quarter...
Read MoreRecent Bouts Of Volatility- October Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102 At-A-Glance 7 min read Since hitting an all-time high in early September, markets have struggled with bouts of volatility...
Read MoreA Confluence Of Events - September Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102 At-A-Glance 8 min read A confluence of events has created volatility in the markets, and an approximate 5% pullback from...
Read MoreThe Effects Of The Delta Variant -July Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102 At-A-Glance 5 min read A recent uptick in COVID-19 cases due to the Delta variant is causing some concern that new...
Read MoreTemporary Inflation Risks? - June Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102 At-A-Glance 5 min read After less than a 5% pullback in early May, the S&P 500 has resumed its upward trajectory and has...
Read MoreDebate Over Rising Inflation -May Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102 At-A-Glance 5 min read Recent economic reports continue to show a recovery that is gaining strength ahead of expectations....
Read MoreConcerns of Inflation? - April Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102 At-A-Glance 5 min read Economic growth continues to accelerate, and most reports are coming in above expectations. Many of...
Read MoreEverything You Should Know About The American Rescue Plan Act of 2021
Explanation and Analysis After months of discussion and review, the American Rescue Plan Act of 2021 (Act) was signed into law by President Biden on March 11, 2021. In general, its provisions—which encompass more than 600...
Read MoreExpected Bouts Of Volatility - Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102. At-A-Glance 10 min read Markets have recently pulled back from their mid-February, all-time highs. Some of the hottest...
Read MoreHow To Care For Your Aging Parents
Ensure confidence knowing your parents are covered in a moment of health crisis Studies show that about 70% of Americans over the age of 65 will need some form of long-term care. This care includes services that will help your...
Read More5 Reasons To Put A Long Term Care Plan In Place
Make sure you and your loved ones can have a sense of security knowing they''ll be taken care of. About 70% of Americans over the age of 65 will need some form of long term care. Even those under the age of 65 those under 65 face the...
Read More4 Amazing Retirement Tax Strategies That Work For You
Taxes are a certainty of life, but that doesn’t mean you can’t find ways to reduce what you owe to the government, especially once you retire. Consider these strategies (both large and small) to help reduce your taxes every...
Read MoreGrowing Economic And Investment Optimism - Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102. Executive Summary Markets across the globe continue to move higher in hopes that the vaccine rollout will help contain the...
Read MoreAre You Using Your Losses To Your Advantage?
What is tax-loss harvesting? Tax-loss harvesting is a strategy that helps you reduce the taxes you owe on the capital gains from one investment with the capital losses from a different investment. It reduces the taxes you're required...
Read MoreMarried? Should You File Jointly Or Separately
Some big changes come with getting married, and that includes your taxes. For the first time, you have the option to file jointly or separately. How romantic! While the IRS recommends that married couples file jointly, there are some...
Read MoreIs Investor Trading 2021 just more of 2020?
In a word no, but we are definitely seeing even more new curveballs. Unless you have been totally tuned out the past few days you have been inundated with Bernie memes and news about a certain game retailer, and other stocks being...
Read MoreOptimistic, But Not Greedy: Market Outlook
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102. Executive Summary Stock markets around the globe have continued to move higher over the last month, as additional stimulus...
Read MoreNavigating a New Year - December Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (404) 788-3539. Executive Summary As the committee met today, news broke that Congress had finally agreed on a new stimulus package of...
Read MorePost-Election Investment Committee Notes
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (404) 788-3539. Executive Summary As the results of the election move to the rearview mirror, markets have initially responded positively...
Read MoreInvestment Committee Notes For October 2020
Should you have any questions regarding these notes, please do not hesitate to Kevin at (404) 788-3539. Executive Summary The S&P 500 hit a new all-time high on September 3rd of this year. Markets had moved up in August and...
Read MoreHow To Evaluate Your UPS Buyout 2020
Don’t try to figure out your buyout package alone, email morgan.marlin@atl-ga.net or call (404)704-2966 if you have any questions. Executive Summary The economy continues to recover from the March and April government imposed...
Read MoreInvestment Committee Notes- September 2020
Should you have any questions regarding these notes, please do not hesitate to Kevin at (404) 788-3539. Executive Summary The economy continues to recover from the March and April government imposed shutdowns at a faster rate than most...
Read MoreAre you Prepared for an Emergency?
The next time disaster strikes, you may not have much time to act. Prepare now for a sudden emergency. Learn how to protect yourself and cope with disaster by planning ahead. This checklist will help you get started. Discuss these...
Read MoreInvestment Committee Notes - August 2020
Executive Summary Financial markets continue moving onward and upward, seemingly at odds with economic data, which, while improving from their April lows, seems to have leveled off more recently. The August jobs report surprisingly...
Read MoreYour Security Online: Staying Ahead of Hackers
We hear the term all the time, but what does “getting hacked” mean? Hacking occurs when your personal information is compromised and used to commit fraud online. It’s becoming more prevalent and the “bad...
Read MoreInvestment Committee Notes- July 2020
Executive Summary Markets have continued to rebound sharply from their March lows as the economy continues to reopen and job gains have exceeded expectations each of the last two months. The markets seem to be caught in a tug-of-war...
Read MoreTurning 60
You turn 60, and An Odd quirk of Social Security may adversely impact your Retirement. Most people do not pay attention to Social Security payment indexing until after they retire and file for benefits. Only once before, decades ago,...
Read MoreInvestment Committee Notes- May 2020
Executive Summary After witnessing the fastest bear market decline in stock market history from mid-February to late March, markets turned around and had their best month in nearly fifty years in April. Two major forces are in a...
Read MoreThe Biggest Risk To Retirement Income
What is Long-Term Care? Long-term care is not a single activity. It refers to a variety of medical and non–medical services needed by those who have a chronic illness or disability – most commonly associated with aging....
Read MoreWe are Not Just Riding This Out, We Have a Process
We want to let you know what we are doing to adjust portfolio strategies. We are looking for positions for you when this economy turns around. Not just waiting for something to happen. Some companies will do better in the recovery than...
Read MoreTime to Fear the Coronavirus? - Article by FirstTrust
Monday, fear over the Coronavirus finally gripped investors, as both the Dow Jones Industrial Average and the S&P 500 index fell over 3% - the largest daily declines in two years. These drops wiped out all the gains for the year....
Read MoreIt’s Always a Matter of Perspective- 2020 Market Outlook Summary
Key Takeaways Economic data is telling more than one story The majority of equity markets have higher-than-average valuations, soreturns may be muted A diversified portfolio may be the best option to mitigate risk in both bondsand...
Read MoreInvestment Committee Notes- October 2019
Executive Summary While markets have hit four new all-time highs over the last 21 months, the movements have been largely sideways and each has been followed by bouts of volatility. This behavior is very indicative of late economic...
Read MoreInvestment Committee Notes- July 2019
Executive Summary After a significant downturn during the month of May due to trade/tariff issues between the United States and China, the markets rebounded sharply in June as the Fed suggested that they would lower interest rates if...
Read MoreStorm Proofing Your Real Estate Practice With A Solo 401k
Protecting Your Assets From Natural Disasters If you have been in the business for a while, you know Real Estate goes through cycles that you have no control over just like Hurricane Season. But, there are choices you can make to give...
Read MoreImportance Of A Diversified Portfolio
Despite evidence to the contrary, many people believe that investment success is dependent upon their ability to outguess the markets—entering and exiting at the most convenient times. However, history paints a different picture....
Read MoreManaging Your Tax Exposure
Tax planning is a part of our ongoing process which should continue beyond tax season. My goal is to help you avoid surprises and take advantage of provisions that can help you manage your tax exposure. How you allocate your assets...
Read MoreNeed Help Navigating A Storm In The Financial Market?
It appears that a perfect storm of nervousness and concerns caused the financial markets to react in a very Grinch-like manner as we headed in to the Christmas and New Year's holiday seasons... Need help navigating?
Read MoreInvestment Committee Notes December 2018
Atlanta Global Advisors Investment Committee Notes December 2018 Today's investment committee meeting began with a review of our four main model portfolios. There has been significant volatility in the markets this year, both in the U...
Read MoreHow To Teach Your Kids About Money
If you’re like most parents, the minute you hold your new child in your arms, you start thinking about all the things you’re going to do with them and the lessons you will teach them along the way. Most parents want to see...
Read MoreWhat We Are Thankful For In 2018
Happy Thanksgiving from our team at ATL Global Advisors! We want to take a moment to thank you for being a part of our family. We sincerely appreciate the trust you place in our firm, and we take our responsibility to you and your...
Read MoreOur Experience At The Connect18 National Advisor Conference
Here at ATL Global Advisors, we are committed to growing and learning so we can serve you better. We invest both time and money to make our firm the best it can be. Our passion for professional development led Gary Lutrick and me,...
Read MoreThe Top 4 Regrets In Retirement
What’s the first thing that comes to mind when you think about retirement? Travel? Freedom? Time with family? Most of the time, we look ahead with excitement, relishing the thought of slowing down and finally having all the time...
Read More5 Unexpected Threats To Your Retirement Plan
One of the most common issues Americans face when it comes to retirement is the fear of not having enough money to retire successfully. This fear is so prominent that only 27% of pre-retirees believe they’ll be financially...
Read MoreWhat Is A Fiduciary And Why Is It Important?
Working and earning money is simply a part of life. However, as a consumer, what is the best way to go about enjoying, saving, growing, and protecting your hard-earned money? If you are like most individuals and families in the United...
Read MoreFive Steps To Get Your Financial House In Order
Did you know that four in ten Americans admit that they prefer not to think about money? (1) This isn’t all too surprising as, for many people, finances can seem complicated and overwhelming, and many people suffer from decision...
Read MoreAnnouncing Our New Office!
By Kevin Myers, C. Gary Lutrick, and Morgan Marlin We are happy to announce the opening of our new office location. After just two years of serving our hard-working and loyal clients, we needed a new location to accommodate our growing...
Read MoreYour Financial Crisis Checklist
If there’s one thing we can predict in life, it’s that it’s unpredictable. Whether it’s a natural disaster, divorce, or a death in the family, upheavals like this can have serious repercussions on your life and...
Read MoreIs It Time For A Life Insurance Review?
When considering everything on your task list, a life insurance review isn’t usually the top priority for most people. Most of us purchase a policy, then forget about it, thinking we have done our due diligence and crossed that...
Read MoreHow Might the Market Behave In The Second Half Of 2018?
If you followed the markets at all last year, you know that it was one of record highs. The Dow closed the year over 24,000 and the S&P 500 reached a high of over 2,700. (1) And then there’s the fact that we’ve experienced...
Read More2018 Cetera Circle Of Excellence Conference Attendance
I recently had the great privilege of attending the Cetera Advisors’ annual awards conference. This conference is aimed at bringing together advisors from across the country to celebrate the accomplishments of 2017. This...
Read MoreThe Best Ways To Get In Touch With Us
Hi Clients and Friends, Recently it has come to our attention that some have tried to send a text message our landline phone number and have been disappointed with no response. We just wanted to send a reminder that our phone number...
Read MoreInternship Opportunities
ATL Global Advisors is on the lookout for new interns! If you’re a college student planning a career in finance or business administration, we would love to help you learn the ins and outs of financial advising and build your...
Read MoreFive Steps to an A+ College Plan (5-29 Day)
Regardless of whether your child is two or twelve, the thought of college has probably crossed your mind. In the busyness of life and never-ending financial pressures, it is all too easy to put saving for college on the back burner....
Read MoreDid You Receive a Voluntary Retirement Offer From UPS?
Don’t try to figure out your buyout package alone, email our specialist morgan.marlin@atl-ga.net or call (404)704-2966 if you have any questions. Summary UPS just announced that they would be offering buyouts to some management...
Read MoreWelcome Our New Team Member: Les Anderson
ATL Global Advisors is expanding! We are passionate about offering the highest level of service to each and every client that comes our way. We continually stretch ourselves and grow in our knowledge and experience and we believe our...
Read MoreHow Might Tax Reform Affect Your Estate Plan?
The recent Tax Cuts and Jobs Act, Trump’s much-anticipated tax reform bill, impacts individuals and businesses alike. And while we know that it lowers tax rates for individuals and corporations, increases the child tax credit,...
Read MoreSpring Flying Arrives Soon!
As we leave winter, many pilots are preparing for spring flying. We have our pre-flight, in-flight, descent, and other checklists ready, so we’re all good to go, right? While you may be ready for everything that may happen when...
Read MoreWhat To Do When You Get Laid Off
In 2017, a total of 418,770 people were laid off from their jobs. (1) While this is 20 percent below 2016's number, job cuts impact many lives and the threat of being laid off causes plenty of stress. Downsizing has become a way of...
Read MoreThe New Estate Planning: Third Generation Transfer of Wealth
Traditionally, estate planning has focused primarily on what happens after one’s death. Often, financial wealth is passed on outright without any conditions or safeguards. While this may have sufficed in the past, much has...
Read MoreWhat Should You Do During a Stock Market Decline?
The markets took a big dip on Monday, with the DOW losing 1,175 points and the S&P 500 down more than 4%. The CBOE Volatility Index, which measures fear in the market, saw its biggest one day increase in history. Many investors,...
Read MoreUPS Stock Trading Window Opened on February 2!
On Monday, January 15, as schools and banks shut down to celebrate the life and work of Dr. Martin Luther King Jr., UPS employees had another reason to celebrate. That’s the day that your RPUs (restricted performance units)...
Read More2017 Year-End Market Update
What a year we had in 2017! It was a good year for investors, with strong market returns and surprisingly low volatility considering the political landscape. The economy continued to strengthen even as natural disasters ravaged our...
Read MoreATL Advisors Has Added an Insurance Specialist: Morgan Marlin!
Here at ATL Global Advisors, our first priority is your overall financial success. We are continually seeking out ways to better serve our clients in every area of their financial lives. One of the things that sets us apart from other...
Read MoreDo You Know Someone Who Needs Our Help?
What’s one constant in life? Change. Whether it’s due to a personal life transition or external factors like the ups and downs of the markets, change often impacts your finances. You may have created your financial plan...
Read More10 Financial Actions to Take Before the Ball Drops
When you watched the New Year’s Eve countdown and raised your glass to 2017, did you make a resolution to put your finances first this year? Finance-related resolutions are the third most popular New Year’s resolution,...
Read MoreAnnouncing Our New Team Member
ATL Global Advisors is pleased to announce the newest addition to our team! As an independent financial services firm, we always strive to offer exceptional service and focused, personal attention. Our goal is to have the expertise and...
Read MoreWe Are Still a Fiduciary
The financial world seems to have its own language. From “amortization” to “insolvency,” reading a financial news article or blog post can make your head spin. One term that is thrown around a lot these days is...
Read MoreTen Questions You Should Ask Your Advisor
With over 200,000 financial advisors across the country, how do you know which one is the right fit to manage your hard-earned money? (1) The financial advisor you choose to work with will have a significant impact on your investment...
Read MoreCetera Connect Conference: A Fun Learning Opportunity
Benjamin Franklin once said, “Without continual growth and progress, such words as improvement, achievement, and success have no meaning.” Here at ATL Global Advisors we agree and invest both time and money into our...
Read MoreOur Mid-Year Economic Update
Time flies. It may be a cliche, but it certainly applies to 2017 so far! Now that we’ve passed the halfway point of the year, it’s an ideal time to take a look at how the economy and markets are faring following the...
Read MoreAdvancing What's Next
Gary Lutrick and Kevin Myers attended Connect Conference "Advancing What's Next" July 18th through 21st at the Gaylord National Hotel in suburban Washington D.C. The conference was geared towards looking at economic and other trends...
Read MoreHave You Been Offered a UPS Buyout Package?
Update July 12, 2017 at 6 pm EST: According to our sources at UPS, while there have been buyouts in late 2016, there are no new buyouts planned for 2017. We apologize for any miscommunication regarding current buyouts. An article late...
Read MoreWhat Should UPS Employees Do About the Trump Bump?
It would be an understatement to say that President Trump and his unpredictability have significantly impacted multiple sectors of our nation and world, from diplomacy to immigration to civil rights. But one affected area that has many...
Read MoreAnnouncing ATL Global Advisors
Whether you’ve long been a client with one of our advisors or you’re just learning about us, we would all like to say welcome to our new joint venture, ATL Global Advisors! ATL Global Advisors is an independent financial...
Read MoreWhy I Became a Financial Advisor
I grew up in East Texas during a time when high tech meant an A/C window unit and electromechanical telephone central switching offices AT&T used to route calls. My dad supervised the wiring of those empty buildings until their...
Read MoreWhy I Became a Financial Advisor
Sometimes, childhood fancies wane as you enter adulthood while others stick with you. For me, economics fell into the latter category. I had always been interested in the economy and how money and investments function. I studied...
Read MoreWhat We Do and How We Can Help
Running a business and building a legacy is no easy task, and business owners and professionals face many decisions and must juggle multiple tasks every day. With so many responsibilities, it can be hard for them to dedicate time to...
Read MoreTurbocharge Your UPS 401(k)
One of the best gifts you can give your future self is contributing as much as possible to your 401(k) now. You never meet anyone who says "I wish I could go back in time to tell myself to not put so much in my 401(k)." While...
Read MoreLow Basis UPS Stock and What It Means to You
Charitable gifts to organizations are made with the best of intentions. But in addition to being well intended, giving to charity should also be well executed. In certain cases, it may be in the donor’s best interest to give...
Read MoreUPSers, Beware the Success Tax
Your UPS stock incentive stock options could subject you to the Success Tax! The Alternative Minimum Tax (AMT) or “Success Tax” might be thought of as a separate tax system with a unique set of rules for deductions, which...
Read MoreWhy a Career UPS Professional Would Hire Us
ATL Global Advisors is a financial services firm offering a serious, long term approach to growing and sustaining wealth for employees/retirees of UPS. We are positioned to fill a glaring need for transparency, clarity and...
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