Wealth Strategies

Creating Your Family Legacy: An Introduction to Legacy Planning

Linda Beerman
August 22, 2017

Wealth is not just money, and it takes much more than the simple accumulation of material assets to achieve success.
Wealth Strategies

4 Things You Need to Do Before Leaving for a Big Trip

Cathy Schnaubelt
August 03, 2017

It’s unfortunate, but travel leaves your assets more vulnerable than you might think, so making financial plans in advance of your travel is crucial.
Investments

Recognizing the Value of Active Management

Dave Donabedian, CFA
August 02, 2017

Back in May, we started a discussion on active vs. passive investing and argued that there are many instances in which active management is likely to deliver better results.
Investments

Federal Reserve Leaves Rates and Balance Sheet Unchanged

Gary Pzegeo, CFA
August 01, 2017

The FOMC left its target range for federal funds unchanged at 1.0% to 1.25% and did not provide a launch date for its anticipated balance sheet reduction.
Wealth Strategies

Unclaimed Property: What It Is and Why It's Important

Jason Stoneman, CFA
July 27, 2017

It’s important to have a clear view of your finances; it’s even fairly common to accidentally leave assets unnoticed.
Wealth Strategies

How to Prepare Financially for Cognitive Decline

Ryan Christine Coulson
July 26, 2017

Here are three ways to prepare if you or a family member may be facing a disease characterized by cognitive decline.
Wealth Strategies

5 Financial Priorities to Pass on to Your Kids

Halsey Schreier
July 18, 2017

Helping your children make financial decisions is a good thing, but it may be even better to teach them financial priorities that will guide their decision-making over the course of a lifetime.
Firm News

CIBC Announces Agreement to Acquire Geneva Advisors

Jack Markwalter
July 07, 2017

Download PDF   We are pleased to announce today that CIBC will be acquiring Geneva Advisors , a private wealth management firm headquartered in Chicago with US$8.4B in assets under management and a team of approximately 100 client-focused employees ( see press release ). They will join our CIBC Atlantic Trust Private Wealth Management team when the transaction closes in the fourth...
Investments

Investors Beware…Of Investors

Scott Burg, CFA, CAIA
June 29, 2017

Last month’s investment article highlighted the debate surrounding active vs. passive investment, framed by the notion that most professionally managed funds have struggled to keep up with indices in recent years.
Wealth Strategies

It’s Never Too Early to Plan

Judy Saxe, AEP®, CAP®
June 29, 2017

Summer is here, and your adult children may now be home from college, your child may be getting ready for his or her first post-college job or you may be helping a child prepare to leave for college for the first time.
Firm News

Expanding Our Firm’s Services

Jack Markwalter
June 26, 2017

We are pleased to announce that CIBC has completed its acquisition of PrivateBancorp, Inc. and its subsidiary, The PrivateBank.
Wealth Strategies

Selling Your Business: Early Planning Can Net Big Results

Ryan Christine Coulson
June 21, 2017

If you’re thinking of selling your business, we often advise our clients to start with the end goal in mind.
G2G Impact

How To Financially Prepare For A Job Transition This Year

John Switchenko, CTFA
June 15, 2017

Going through any job transition, whether it’s to start your own business, or to join a new company, is ultimately a risk. The easiest way to minimize that risk is to be financially prepared.
Investments

Federal Reserve Raises Rates

Gary Pzegeo, CFA
June 14, 2017

The FOMC confirmed the higher target range for federal funds of 1.0% to 1.25% anticipated by markets at today’s meeting.
Wealth Strategies

Tips for Moving Abroad During Retirement

Ryan Christine Coulson
June 08, 2017

Some 400,000 retired Americans already live abroad and that number is growing. There can be benefits to retiring overseas, but it requires even more planning than retiring stateside.