Weekly Market Update: September 22, 2023
Equities ended the week lower as investors digested hawkish sentiment from Thursday's Federal Reserve meeting and considered compounding economic threats.
Plan Advisors
Improve your outcome by improving participant outcomes.
We are in this business for the same reason you are, to help participants achieve their retirement dreams. No one knows your clients’ financial dreams better than you. We’re here to provide you with the support, resources and innovation you need to help make those dreams a reality. This isn’t just talk- ask us to prove it!
Technology Enabled
The client experience matters. We provide easy access to technology and innovation tools to help your clients succeed.
Flexible and Effective Solutions
We don’t sell off the shelf products. We help you design curated solutions tailored to your client needs.
Focused On Your Success
Our business model is designed to help you shine. We don’t compete for clients; we help you win new ones.
American Trust is proud to provide our partners with a team of industry leaders.
Your Team
Support from American Trust helps you focus on your clients.
Use the interactive map to find your dedicated team of professionals.
SUCCESS IS OUR COMPASS
Investment Philosophy
At American Trust, participant success is always our compass. An integral component of this is an investment process that effectively positions participants for success and is also flexible, allowing you, the advisor, to fulfill whatever investment role makes sense for you and your practice. Advisors that work with us can manage the investment selections, leverage our models or even take advantage of our powerful Managed Account Platform.
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Extensive access to investment fund managers at the plan level.
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Help participants get the most out of their portfolios.
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More than 100 unique investment options that are designed for retirement plan participants.
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Strong historical returns and a very competitive crediting rate. For more information click here.
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To help account for changing market conditions, allowing for growth in good markets and defending against losses during major downturns.
Helping clients achieve retirement success doesn’t have to be difficult.
YOUR RETIREMENT SOLUTIONS
Curate solutions to best meet your client needs.
Let’s face it, the industry is complex, but we are here to help curate solutions to best meet your client needs. These are just a few of the many capabilities, expertise and strategic partnerships that we can deliver.
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401(k) Plans, 403(b) Plans, 457(b) Plans, 457(f) Plans, Defined Benefit Pension Plans, Cash Balance Plans, Pooled Employer Plans, ESOPs, Solo(k).
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Open Architecture, 3(38) Investment Manager (models and fund lineup), Employee Managed Accounts, 3(16) Services
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We offer bundled, unbundled or trustee only plan options. We also have talented in-house actuarial staff ready to serve your Defined Benefit needs.
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We offer a suite of 3(16) Fulfillment services to improve the efficiency of plan administration for your sponsors.
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We are pleased to offer both 180 and 360 payroll integration to help your sponsors eliminate the manual process of sending data from the payroll file. Click here to see our current list of payroll providers.
Contact Us
If you want to produce a massively improved outcome story, work your way - not the providers way, offer customized plan solutions for your clients, or leverage an infrastructure to build and scale your business.
What Stock Market? We’ve Got Lots To Discuss
- John Deglow
It is quite normal for investors to occasionally check the balance of their investment accounts. After all, that balance is often the result of a lifetime spent working hard, saving well and delayed gratification; and can serve as a good barometer for financial health.
Weekly Market Update: September 15, 2023
- American Trust
Equities ended the week relatively flat as investors digested a bevy of economic data and news releases. Continued uncertainty regarding the path of monetary policy and elevated bond yields challenged higher valuation multiples. Style trends reversed as value outperformed growth while size factors were mixed with mid-cap stocks underperforming large and small-cap.
Weekly Market Update: September 8, 2023
- American Trust
Equities retreated last week as the economy continued to show strength. Despite a relatively light week for economic releases, market participants once again prepare for the possibility of further rate hikes.
Weekly Market Update: September 1, 2023
- American Trust
U.S. stock indexes rallied on a mix of economic data. Indications of moderating inflation and a loosening labor market gave investors confidence that the Fed rate hiking cycle is nearing the end.
Your Journey, Your Moments: Understanding Time and Risk
- Michael Samford
Time is perhaps the most influential piece in the financial planning puzzle. In his days, Albert Einstein contributed extensively to humanity’s understanding of the complexities of time, and he has provided some of the absolute best, uncomplicated, explanations of what time is and represents.
4 Ways To Prepare For The Next Recession
- Patrick Meyer
Earlier this year the dreaded “R” word - Recession - was on everyone’s mind. And with good reason. Fears of a recession have subsided as the US economy has remained buoyant. Analysts are lately forecasting that 2023 will end on a high note giving hope to investors of clawing back some of the nest egg value lost in last year’s decline.
Weekly Market Update: August 25, 2023
- American Trust
U.S. stock indexes ended the volatile week mixed as investors were left to digest mixed economic signals and debate the course of monetary policy.
Stocks Retreat for Third Consecutive Week as Bond Yields Surge
- American Trust
U.S. stock indexes closed the week with losses as sentiment appears to have taken a hit from the sharp increase in longer-term bond yields, and fears of a sharp slowdown in China have grown.
Enchanting Experiences and Market Dynamics: Leadership or Hysteria?
- Michael Samford
In the sweltering heat of July, my family embarked on a journey to the distant and magical realm of Disney World. Over four exhaustive days, we immersed ourselves along with the other 57,000 daily visitors in a world where fairy tales come alive and where dreams, no matter how big or small, are within reach—for the right price.
Weekly Market Update: August 11, 2023
- American Trust
U.S. stock indexes ended the volatile week lower despite promising inflation data as investors sifted through mixed Fed-speak and credit rating downgrades for several U.S. banks.
Weekly Market Update: August 4, 2023
- American Trust
U.S. stock indexes dropped as U.S. government debt was downgraded and bond yields surged.
Get Ready for Back-To-School with 529 plans
- Fred Strecker
For many Americans, summer means pool days, baseball games, and perhaps a summer vacation. While we’re all enjoying more time outdoors (or indoors away from oppressive heat waves), the dog days of summer also mean back-to-school season is looming right around the corner.
Weekly Market Update: July 28, 2023
- American Trust
U.S. stock indexes advanced as the Fed increased policy rates, and economic data continues to surprise the upside.
Weekly Market Update: July 21, 2023
- American Trust
Most major U.S. stock indexes advanced as investors responded favorably to better-than-expected corporate earnings.
Weekly Market Update: July 14, 2023
- American Trust
Major U.S. stock indexes recovered and finished the week with gains as investors responded favorably to positive economic surprises.
Weekly Market Update: July 07, 2023
- American Trust
Major U.S. stock indexes declined lower in the first week of a new quarter as economic data continues to support additional policy rate hikes.
An Update on Price Levels and the Dawn of “Swift-flation”
- Michael Samford
When two worlds collide, there is bound to be a spectacle. This past weekend, Cincinnati experienced such a collision as the city teemed with an influx of music and sports enthusiasts.
Weekly Market Update: June 23rd, 2023
- American Trust
Major U.S. stock indexes ended the holiday-shortened week lower, snapping their respective winning streaks.
Weekly Market Update: June 16th, 2023
- American Trust
Major U.S. stock indexes rallied last week off the news of the Federal Reserve holding the official federal funds target rate steady - breaking a string of ten consecutive meetings with rate hikes.