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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.

Investments

April Investment Bulletin

Bill Norris
April 06, 2020

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

Investments

The intentional recession: Markers along the road

Dave Donabedian, CFA
April 01, 2020

Listen to Chief Investment Office Dave Donabedian, CFA discuss recent economic developments.

Wealth Strategies

The CARES Act: Key issues for individuals and businesses

Becky Milliman
April 01, 2020

We provide a summary of key issues in the $2 trillion Coronavirus Aid, Relief, and Economic Security Act (CARES Act).

Wealth Strategies

Benefits of a GRAT when market values are low

Theresa Marx
March 26, 2020

Do you have assets that have dropped in value, but you expect those assets to recover over the next two or more years? Would you like to transfer some or all of that expected appreciation to your children or other beneficiaries?

Investments

COVID-19 and the markets: Addressing four big questions

Dave Donabedian, CFA
March 23, 2020

In the midst of the financial markets storm over the last month, CIBC Private Wealth professionals have had a multitude of conversations with clients. The discussion below is organized to address the questions that we have received most often.

Investments

FOMC expands efforts to support the economy

Gary Pzegeo, CFA
March 23, 2020

A summary of the Federal Reserve's actions today.

Wealth Strategies

Proactive Planning During a Time of Uncertainty and Volatility

Theresa Marx
March 22, 2020

This is an opportune time to review your estate planning documents and engage in planning that takes advantage of low market valuations and high volatility.

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