American Trust Wealth is now part of Ascensus.
Ascensus has completed its acquisition of American Trust Wealth. Read the official press release for details.
By Mike Samford The concerns deserve serious attention We see the headlines, and we share the concerns behind them. Recent AI disclosures raise legitimate questions about control, cybersecurity, and the resilience of systems on which businesses, financial markets, and...
By Glen O'Connor End of Summer Reflections and Financial Readiness for Families As summer comes to a close and another school year begins, families are reminded how quickly time passes—and why it's important to prepare for the opportunities and expenses that lie...
In today’s digital landscape, financial scams are becoming more sophisticated and harder to detect. At American Trust Wealth, we’re dedicated to helping you protect your financial security and stay informed. 11 Types of Financial Scams Phishing AttacksPhishing is a...
By Patrick Meyer Reminisce with me for a moment. It was the middle of July 1996. I was holed up in Baltimore taking the 10-hour Certified Financial Planner exam. Hurricane Bertha was raging outside as it moved up the coast from North Carolina. At 4 p.m. on Saturday,...
Equities rebounded last week despite heightened volatility driven by inflation data and geopolitical headlines. Optimism improved late in the week as easing geopolitical tensions in the Middle East and progress toward a potential U.S.-Iran agreement helped offset...
By Michael Samford On May 10, 1869, at Promontory Summit, Utah, two locomotives faced one another across a strip of raw earth. A telegraph operator tapped out a single word to a waiting country: “DONE”. The first transcontinental railroad did not merely shorten a...
Equities pulled back from recent highs last week, as a sharp drop in technology names weighed on the broader market. Value stocks comfortably outperformed growth stocks across the board, widening the year-to-date lead of large-cap and mid-cap value over their growth...
By Justin Morgan With Memorial Day now behind us and the unofficial start of summer underway, it’s a natural time to pause, recharge, and … … take stock of where your financial plan stands halfway through the year. OK, not exactly fodder for an opening line from...
By John Deglow After twenty-five years in financial planning, one pattern stands out to me which often surprises others. That is, the clients who worry most about having enough money for retirement are often the ones who have the most. Some of the most anxious people...
By Mike Samford More than 150,000 people leaned toward the track as Golden Tempo came charging through the final stretch. Hats tilted, phones raised, strangers formed a phalanx of cheers. In the grandstand, in the boxes, and along the rail every eye seemed fixed on...