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Wednesday, May 28, 2025

If you've recently been laid off from UPS, you're probably sorting through a mix of emotions, paperwork, and financial decisions. One of the biggest questions we hear from former employees is: "What should I do with my UPS 401(k)?" The...

Friday, May 23, 2025

If you've recently been laid off from UPS, one of the biggest financial questions you're likely asking is:“What should I do with my 401(k)?” For many employees, a 401(k) represents years of hard-earned savings. In the wake of sudden...

Monday, May 19, 2025

If you’re one of the thousands of UPS employees affected by the recent layoffs, you’re not alone and you don’t have to navigate this chapter alone either. Layoffs are hard. There’s the shock of the news, the emotional weight of losing...

Thursday, May 8, 2025

At A Glance From April 2nd to May 2nd, the S&P 500 index fell 15% and then bounced back 17% to end essentially where it started 30 days before. Markets have been driven by daily headlines and sentiment much more so than actual economic...

Monday, April 14, 2025

AT A GLANCE Investor bearish sentiment has swiftly surged to levels historically associated with previous corrections or bear market downturns. It is important to remember that market downturns happen relatively frequently, and...

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Friday, March 14, 2025

AT- A Glance The S&P 500 skyrocketed 9.5% in reaction to President Trump’s announcement to put a 90-day pause on his reciprocal tariffs with most countries, with the notable exception of China, where a back-and-forth trade war...

Wednesday, February 19, 2025

A guide to making Smart decisions: The ongoing mass layoffs in the federal government have left thousands of employees in uncertain and challenging positions. If you’re a federal worker impacted by these changes, it’s crucial to...

Friday, January 24, 2025

At A Glance After robust performance during the first eleven months of a presidential election year, the markets have pulled back from early December. While the headline indexes, which are largely driven by large-cap tech and AI stocks...

Thursday, December 12, 2024

AT- A Glance The markets are experiencing a lot of optimism in the wake of the outcomes of the 2024 elections. This is partly due to expectations of the 2018 tax cuts being extended and a friendlier regulatory environment for the...

Thursday, November 14, 2024

At A Glance The stock market moved meaningfully higher in the wake of a decisive election outcome for Donald Trump and the Republicans in Congress. While the initial response has been strong, we would like to remind you that markets...

Monday, October 14, 2024

At A Glance As we finally head into the home stretch of campaign season, we thought it would be helpful to remind you once again that elections have not significantly affected markets historically. Often, market performance during...

Saturday, September 14, 2024

At A Glance As we pass Labor Day, the traditional “sprint to the finish” for both the Presidential and Congressional elections kicks into high gear. Historically, this is accompanied by a pick-up in volatility that tends to last until...

Friday, August 23, 2024

AT- A Glance After reaching an all-time high on July 16th, the S&P 500 index has retreated approximately 8% over the last week. Tech stocks, represented by the NASDAQ index, and small-cap stocks, represented by the Russell 2000 index,...

Wednesday, July 17, 2024

Discover key strategies for financial advisors to maintain client satisfaction and loyalty amidst fee compression challenges. Insights from Connect2Peers 2024 in Nashville TN.

Friday, June 14, 2024

After experiencing its first pullback of more than 5% since the recent market lows in late October 2023 in April, the S&P 500 index bounced back toward new all-time highs during the month of May. The market advance...

Wednesday, May 29, 2024

Executive Summary During the month of April, the stock market experienced its biggest drawdown since markets began rebounding in late October 2023, as geopolitical tensions and higher inflation readings caused uncertainty. There are...

Wednesday, April 10, 2024

The NAPA 401(k) Summit, held at the Music City Center in Nashville, TN, is the premier event for professionals in the retirement plan industry. This year’s summit, which attracted a record-setting 2,800 advisors and exhibitors, is a...

Wednesday, February 28, 2024

At A Glance The S&P 500 index has continued to move into record territory. However, fewer stocks are participating in this upside event, leaving many parts of the markets with negative returns for the month of January. This has led to...

Monday, January 22, 2024

While it's easy to overlook long-term care planning, unforeseen health issues can arise, making it crucial to have a plan in place to safeguard your financial well-being and find peace of mind. Navigating these unexpected curve balls...

Friday, January 12, 2024

At A Glance 2023 predictions about the economy and investment returns ended up being very different from actual results as we ended the year. As we begin 2024, all eyes continue to be squarely on the Federal Reserve Bank, as Chairman...

Monday, December 18, 2023

Planning for the future is a wise and responsible step, especially when it comes to ensuring your financial security and well-being. Long-term care insurance is a valuable tool that can provide essential coverage for the high costs...

Thursday, December 7, 2023

AT-A-GLANCE After experiencing a double-digit drop from August through October, stocks rebounded sharply during November as belief grew that the Federal Reserve Bank is done raising interest rates. Interest rates on 10-year Treasury...

Friday, June 9, 2023

Are you prepared for the potential costs of long-term care? Many of us envision a future filled with joy and good health, but the reality is that unexpected health issues can arise, requiring extended care and support. Long-term care...

Monday, April 10, 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...

Wednesday, October 26, 2022

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...

Saturday, August 20, 2022

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...

Monday, July 11, 2022

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...

Monday, June 6, 2022

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...

Friday, April 8, 2022

Tuesday, March 15, 2022

Thursday, January 20, 2022

Tuesday, December 28, 2021

Wednesday, November 17, 2021

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...

Wednesday, October 27, 2021

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...

Friday, October 1, 2021

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...

Tuesday, July 27, 2021

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...

Monday, June 28, 2021

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...

Wednesday, May 26, 2021

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....

Wednesday, April 28, 2021

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...

Thursday, March 25, 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...

Friday, March 19, 2021

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...

Wednesday, March 3, 2021

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...

Thursday, February 25, 2021

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...

Wednesday, February 24, 2021

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...

Thursday, February 18, 2021

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...

Tuesday, February 16, 2021

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...

Wednesday, February 10, 2021

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...

Friday, January 29, 2021

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...

Thursday, January 21, 2021

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...

Friday, January 1, 2021

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...

Friday, November 13, 2020

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...

Wednesday, October 14, 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...

Friday, September 18, 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...

Wednesday, September 16, 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...

Thursday, August 27, 2020

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...

Friday, August 14, 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...

Wednesday, July 29, 2020

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...

Friday, July 10, 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...

Tuesday, June 9, 2020

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,...

Thursday, May 7, 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...

Thursday, April 16, 2020

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....

Tuesday, March 24, 2020

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...

Tuesday, March 3, 2020

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....

Tuesday, January 14, 2020

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...

Wednesday, October 16, 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...

Monday, July 15, 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...

Wednesday, April 17, 2019

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...

Wednesday, February 6, 2019

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....

Monday, February 4, 2019

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...

Wednesday, January 9, 2019

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?

Thursday, December 27, 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...

Sunday, November 11, 2018

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...

Wednesday, November 7, 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...

Saturday, October 27, 2018

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,...

Thursday, October 25, 2018

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...

Thursday, October 4, 2018

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...

Thursday, September 13, 2018

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...

Thursday, August 9, 2018

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...

Tuesday, July 31, 2018

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...

Wednesday, July 18, 2018

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...

Tuesday, June 26, 2018

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...

Thursday, June 14, 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...

Monday, June 4, 2018

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...

Tuesday, May 22, 2018

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...

Wednesday, May 16, 2018

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...

Friday, May 11, 2018

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....

Tuesday, May 1, 2018

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...

Tuesday, April 10, 2018

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...

Saturday, March 31, 2018

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,...

Thursday, March 29, 2018

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...

Saturday, March 17, 2018

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...

Tuesday, February 27, 2018

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...

Tuesday, February 6, 2018

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,...

Thursday, February 1, 2018

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)...

Friday, January 19, 2018

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...

Tuesday, December 26, 2017

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...

Thursday, November 30, 2017

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...

Friday, November 17, 2017

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,...

Friday, November 10, 2017

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...

Tuesday, October 24, 2017

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...

Wednesday, October 4, 2017

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...

Sunday, August 13, 2017

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...

Sunday, August 13, 2017

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...

Wednesday, July 26, 2017

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...

Monday, July 3, 2017

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...

Wednesday, June 7, 2017

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...

Wednesday, April 12, 2017

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...

Wednesday, March 29, 2017

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...

Wednesday, March 29, 2017

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...

Tuesday, March 21, 2017

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...

Monday, February 20, 2017

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...

Monday, February 20, 2017

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...

Monday, February 20, 2017

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...

Monday, February 20, 2017

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...