Wealth Strategies

Investing Fundamentals For Young Adults: Asset Allocation

Halsey Schreier
May 22, 2020

Are you the parent of a young adult who has recently ventured out into the workplace? Do you want to help your children learn about investing fundamentals in order to prepare them for a healthy financial life?
Investments

Big tech benchmark concentration

Patricia Bannan, CFA
May 20, 2020

Why we aren’t worried—through the lens of two flagship strategies.
Investments

May Investment Bulletin

Bill Norris
May 07, 2020

Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.
Investments

Making sense of the muni market

Gary Pzegeo, CFA
May 07, 2020

In this podcast, Head of Fixed Income Gary Pzegeo, CFA, describes the current state of the muni market and provides our outlook for investors in this space.
Wealth Strategies

Proactive planning with low market values using gifts

Theresa Marx
May 06, 2020

Do you have substantial assets that you want to pass on to beneficiaries now? Would you like to avoid erosion of your estate from recurring taxes every time assets are passed from one generation to the next?
Investments

Equity strategy performance: Q1 and beyond

Patricia Bannan, CFA
May 04, 2020

As uncertainty continues, we believe our approach of investing in quality companies is the appropriate prescription to financially endure this crisis. CIBC Private Wealth highlights how our five largest equity strategies have performed this quarter, and how we are taking advantage of the market volatility in the midst of this pandemic.
Investments

COVID-19 fallout: An acceleration in de-globalization

Dave Donabedian, CFA
May 01, 2020

Time will tell if COVID-19 does indeed accelerate de-globalization and what the extent of the impact may look like. In the meantime, we are considering what the shifts in longer-term investment underpinnings may be, including potential investment opportunities and risks as well as implications on the economy and financial markets.
Wealth Strategies

Proactive planning with low interest rates using intra-family loans

Theresa Marx
April 29, 2020

Do you have loved ones you want to help, but aren’t ready to give away significant assets yet? Would you like to take advantage of the low interest rate environment and transfer wealth in a cost-effective way with minimal transfer tax consequences?
Investments

Prospects for economic recovery

Dave Donabedian, CFA
April 23, 2020

In this podcast, Chief Investment Officer Dave Donabedian shares insights on the current economic situation.
Wealth Strategies

Proactive planning with low market values using a sale to a Grantor Trust

Theresa Marx
April 20, 2020

Do you have a taxable estate and high-growth potential assets that have dropped in value? Would you like to transfer more of your wealth to future generations in a transfer tax efficient manner?
Investments

International markets in an uncertain world

Dan Delany and Matt Scherer
April 17, 2020

How are international markets behaving in this uncertain world? Our International Growth Strategy team shares their insights on global markets in the current environment.
Investments

The math of the aftermath: Looking past the corona shock

Dave Donabedian, CFA
April 15, 2020

We’re already giving thought to what the world will look like when we’re past the worst of the coronavirus.
Wealth Strategies

Proactive Planning With Low Market Values Using Spousal Lifetime Access Trusts

Theresa Marx
April 13, 2020

Would you like to transfer wealth to your family, but are concerned about relinquishing complete access to it now?
Investments

Federal Reserve announces lending program details on up to $2.3 trillion to support the economy

Gary Pzegeo, CFA
April 09, 2020

The latest FOMC announcement provides further detail on programs already established.
Wealth Strategies

Proactive Planning in Volatile Markets with Roth Conversions

Theresa Marx
April 08, 2020

The current market downturn is an opportunity to potentially save on income taxes and generate income tax-free growth for retirement savings as markets recover. This could be accomplished through a Roth IRA conversion.
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