Weekly Market Update: December 5, 2022
U.S. stock prices ended the volatile trading week higher as markets rallied on the growing belief that the Federal Reserve may slow the pace of its interest rate hikes.
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.
-
Extensive access to investment fund managers at the plan level.
-
Help participants get the most out of their portfolios.
-
More than 100 unique investment options that are designed for retirement plan participants.
-
Strong historical returns and a very competitive crediting rate. For more information click here.
-
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.
-
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).
-
Open Architecture, 3(38) Investment Manager (models and fund lineup), Employee Managed Accounts, 3(16) Services
-
We offer bundled, unbundled or trustee only plan options. We also have talented in-house actuarial staff ready to serve your Defined Benefit needs.
-
We offer a suite of 3(16) Fulfillment services to improve the efficiency of plan administration for your sponsors.
-
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.
Weekly Market Update: November 28, 2022
- American Trust
U.S. stock prices rose last week as the Fed noted that they will consider slowing the pace of interest rate hikes at the next meeting in December.
Thoroughbred Racing and Inflation
- Michael Samford
Lexington was honored to host some of the finest thoroughbreds in the world during the Breeders’ Cup World Championship. As we reflect on that experience and the international flair accompanying it, it’s hard not to contemplate at least some of the potential implications our local experiences may have for the world beyond. Inflation, perhaps?
Weekly Market Update: November 21, 2022
- American Trust
U.S. stock prices declined last week as investor sentiment shifted on mixed economic data.
Weekly Market Update: November 14, 2022
- American Trust
U.S. stock prices surged last week as investor sentiment improved with the most recent inflation data.
Weekly Market Update: November 7, 2022
- American Trust
U.S. stock prices declined last week as hawkish sentiment from Fed Chairman Powell's press conference dashed hopes for an impending pivot in monetary policy.
Weekly Market Update: October 31st, 2022
- American Trust
U.S. stock prices advanced last week as investor sentiment improved for risk assets. Investors have been concerned that companies would report less favorable earnings and analysts would be forced to lower expectations for growth next year.
Weekly Market Update: October 24, 2022
- American Trust
U.S. stock prices regained traction as investors reacted positively to some prominent earnings reports and signs that the Federal Reserve might slow its pace of interest rate hikes.
Weekly Market Update: October 17 , 2022
- American Trust
U.S. stock prices continued their volatile trading as the S&P 500 reached its lowest level since November 2020 before rallying to end the week down -1.53%.
Weekly Market Update: October 10, 2022
- American Trust
U.S. stock prices started off the new month and quarter on a positive, but volatile, foot.
Weekly Market Update: October 3, 2022
- American Trust
U.S. stock prices continued their slide lower as investors grappled with turmoil in UK financial markets and inflation data that paved the way for the Fed to continue their hawkish monetary policy.
Weekly Market Update: September 26, 2022
- American Trust
U.S. stock prices fell sharply as the Fed increased interest rates and reset expectations of their resolve to continue in the face of persistent inflation.
Weekly Market Update: September 16, 2022
- American Trust
U.S. stock prices fell as the S&P 500 recorded its largest weekly decline of the quarter.
Weekly Market Update: September 12, 2022
- American Trust
U.S. stock prices moved higher, snapping a string of three weekly losses, as moderating inflation fears appeared to have supported sentiment.
Weekly Market Update: September 6, 2022
- American Trust
U.S. stock prices declined for the third consecutive week as investors price in the impact of higher interest rates that may linger, especially if the economy remains stable.
Weekly Market Update: August 29, 2022
- American Trust
U.S. stock prices ended the week with a sharp decline. Most of the losses were at end of the week after Fed chair Powell’s statement that regardless of unemployment levels, raising interest rates and holding them at an elevated level until inflation is tamed remains the priority.
Weekly Market Update: August 22, 2022
- American Trust
U.S. stock prices ended the week lower, snapping a string of four consecutive weekly gains for the S&P 500 and NASDAQ as investors digested a host of earnings and economic data.
Weekly Market Update: August 15, 2022
- American Trust
U.S. stock prices moved higher for the fourth straight week, the longest string of weekly gains since November 2021, as investors welcomed the idea that consumer prices may have peaked.
Weekly Market Update: August 8, 2022
- American Trust
U.S. stock prices finished the week mixed as investors weighed U.S.-China relations, earnings and a much stronger-than-expected jobs report.
Weekly Market Update: August 1, 2022
- American Trust
U.S. stock prices moved higher last week as markets shrugged off a downbeat GDP report in hopes that economic contraction may slow the Fed's aggressive hiking cycle.