CIBC Private Wealth Management Blog
Barry Berlin, CFA
Wealth Strategies

Managing Sudden Wealth

Barry Berlin, CFA
February 22, 2019

Winning the lottery is a universal fantasy, at least for those who have never been independently wealthy. Ask anyone what they would do with their winnings, and they’ve likely thought about it. Most people dream about purchases—a new car, a bigger home, an exotic vacation—or paying off their debts. Few say they would invest their winnings in a diversified portfolio of assets that’s aligned...
Wealth Strategies

Four Ways to Make Your Charitable Gifts More Effective

Barry Berlin
August 06, 2014

When it comes to charitable giving, choosing the right cause can be a difficult—and personal—decision to make. Even for those who have a preferred recipient in mind, thinking about how to give strategically can be just as challenging.   The truth is that strategic philanthropy—similar to intentional asset allocation—requires as much of a donor’s brain as it does his or her bank...