Wealth Strategies

Integrating Executive Compensation into Your Total Wealth Management Plan

Cathy Schnaubelt
November 07, 2017

An executive’s total compensation package comes freighted with a number of important considerations. What’s the value proposition of equity compensation? When and how will the compensation be taxed? Are inflows considered capital gains, or will they be classified as ordinary income?
Investments

FOMC - No Change in Rates

Gary Pzegeo, CFA
November 01, 2017

As expected, today’s FOMC statement contained no surprises. The market implied odds of a change were less than 1% prior to the meeting, and even that proved to be a little too optimistic.
Investments

Q4 Outlook Sees Continuing Solid Performance from Markets and Economy

Bill Norris
November 01, 2017

Thus far, 2017 has been good to investors, particularly to equity investors, and stock market returns are reflecting an increasingly positive outlook for economic growth and corporate profits in the U.S. market.
Wealth Strategies

Medicare Open Enrollment: What You Need to Know and Do

Dianne Savastano
October 30, 2017

For Medicare recipients, it's that exciting time of year when you must review previous choices, assess your options, and make changes as needed.
Wealth Strategies

Data Security Plays an Important Role in Wealth Preservation

Josh Miller, CFP®
October 05, 2017

What does it say about data security in the digital age when a company in the business of handling the most sensitive personal financial data suffers a hack of such magnitude?
Women's CIRCLE

The Approach to Retirement Saving Isn’t Unisex

Cathy Schnaubelt
October 03, 2017

Women create, control and influence the investment of an enormous amount of wealth around the world. As more and more women become business owners and breadwinners, their financial power is exploding.
Investments

The Advantages of Investing in Premium Bonds

Dan Skolochenko
September 28, 2017

Investors are often put off by the idea of buying a premium bond, mistakenly believing that they’ll lose money on the investment. After all, they’ll be paying more than par for the bond but receiving only par when the bond matures.
Investments

Relating to Investment Risk

Bryan Reilly
September 26, 2017

Risk and return are inextricably linked, and potential returns are typically proportional to the risk an investor is willing to assume. Consequently, understanding risk is an essential component of long-term investment success.
Wealth Strategies

Creating Your Family Legacy—Key Principle #3: Developing the Rising Generation

Linda Beerman
September 21, 2017

This final part of the four-part Creating Your Family Legacy blog series focuses on the third of three key principles of legacy planning, “developing the rising generation.”
Investments

FOMC - No Rate Change, Balance Sheet Reduction to Begin Next Month

Gary Pzegeo, CFA
September 21, 2017

As expected, the FOMC left the target range for federal funds unchanged at 1.0% to 1.25% and announced that balance sheet reduction plans will commence next month
Investments

Co-Investments: A Closer Look

Lester Duke, CFA
September 20, 2017

Also referred to as direct investing, this space is becoming a larger and more dynamic element of private market investing in recent years, and we believe the trend will accelerate over time.
Investments

Doing Well by Doing Good: Responsible, Sustainable and Impact Investing

John Tennaro, CIMA®
September 08, 2017

Socially responsible investing can complement investment portfolios and charitable giving strategies while uniting families around a common passion for good.
Wealth Strategies

Creating Your Family Legacy—Key Principle #2: Evolving a Healthy Family Wealth Culture

Linda Beerman
September 06, 2017

This third part of the four-part Creating Your Family Legacy blog series focuses on the second of three key principles of legacy planning, “evolving a health family wealth culture.”
Firm News

Expanding Our Chicago Presence—Geneva Advisors Joins CIBC Atlantic Trust

Jack Markwalter
September 01, 2017

We are pleased to announce that CIBC Atlantic Trust Private Wealth Management has completed its acquisition of Geneva Advisors, a private wealth management firm headquartered in Chicago
Wealth Strategies

Creating Your Family Legacy—Key Principle #1: Integrating Family Wealth Planning

Linda Beerman
August 29, 2017

This second part of the four-part Creating Your Family Legacy blog series focuses on the first of three key principles of legacy planning, “integrating family wealth planning.”