The Federal Reserve concluded its two-day meeting by leaving short-term rates unchanged. Here is a summary of today’s release and press conference.
Case Study: Expanding Services to an Expanding Company
Dan Sullivan May 01, 2019
We present a case study of how one of the largest U.S.-based infrastructure contractors in North America needed a larger credit line to finance its growing business opportunities.
How to Divide the Family Business in a Divorce
Beth McRae Mayfield April 25, 2019
Splitting the family business in a divorce can introduce a new set of challenges to an already complex process, and no single approach is right for everyone. Read our latest blog, How to Divide the Family Business in a Divorce, to get a better understanding of your options.
The Sea Is One
Carolyn Donnelly April 23, 2019
Each year, CIBC Private Wealth Management showcases various experts through our Client Speaker Series to educate our clients and provide unique insights into global markets and the economy. This year, we are very excited that retired U.S. Navy Admiral James Stavridis is joining the Series.
Admiral Stavridis spent more than 35 years in the U.S. Navy. He also served nearly four years as Supreme...
Understanding the Impact of Mergers and Acquisitions on Retirement Plans
Rosemarie Panico-Marino April 22, 2019
Is a company merger or acquisition in your organization’s future? If so, have you considered the impact on both parties’ retirement plans?
Finding Hidden Assets in a Divorce
Beth McRae Mayfield April 19, 2019
Although couples divorce for a multitude of unique reasons, a commonality that often exists before or during divorce is the loss of trust. And when there’s mistrust in a marriage, it’s conceivable that one or both spouses may have hidden assets from the other. It is in your best interest to make sure all assets are brought to light during the divorce process.
Since finding hidden assets—or...
Finding Opportunity, Using Tikkun Olam
Linda Beerman April 17, 2019
In Judaism, tikkun olam (meaning “repair the world”), is a concept that instructs us to behave and act constructively and beneficially. Marcy Borofsky has shaped her entire life around the belief that we bear responsibility for the welfare of society at large. As a physical therapist, dentist, public health expert, and entrepreneur—as well as a daughter, mother, and grandmother—Marcy has...
Introduction to Opportunity Zones
John Tennaro, CIMA®, CSRIC™ April 16, 2019
The Tax Cuts and Jobs Act of 2017 initiated a
new developmental program—known as Qualified
Opportunity Zones—designed to encourage
investments in economically-distressed communities.
Preparing for Divorce? First, Get Organized
Cathy Schnaubelt April 11, 2019
Because of the many moving parts involved with divorce, the time you spend getting your financial affairs in order ahead of time is time well spent. Developing a sound organizational system helps set you up for success and often reduces the anxiety that accompanies the divorce process. If you’re considering or planning to get a divorce, here are three steps to help you prepare.
Investing in Europe
Matt Scherer, CFA April 09, 2019
Europe is one of the largest economic regions in the world and - despite a multitude of negative news headlines - remains a market with promising companies showing strong signs of growth.
6 Reasons Why You Should Have an Estate Plan
Cathy Schnaubelt April 04, 2019
While you may think that only the ultra-wealthy need an estate plan, anyone—regardless of age, marital status or net worth—can benefit from having a plan in place if the unexpected happens. Here are six reasons why you should have an estate plan at any stage of life.
Clean Energy: The Next Investment Frontier
Jerimiah Booream, CFA April 02, 2019
Clean energy is a large and growing market driven by increasingly attractive economics and broad-based demand. As modern electricity generation shifts from coal and nuclear power to renewables and natural gas, we are excited about the many new investment opportunities these changes should create in the years ahead. Find out why in our recent blog post, “Clean Energy: The Next Investment Frontier.”
What Has Changed at the Fed?
Gary Pzegeo, CFA March 28, 2019
What's behind the Fed's recent change in outlook, and what does it mean for the market?
The Pros and Cons of Credit Cards
Cathy Schnaubelt March 27, 2019
Credit cards can be a great addition to your day-to-day financial plan. However, when used irresponsibly, credit cards can quickly erode your credit and financial health. Before opening multiple cards, consider the pros and cons.
FOMC Maintains Short Rates, Confirms A Dovish Policy Shift
Gary Pzegeo, CFA March 21, 2019
Short term interest rate markets have placed very low odds on a move at today’s meeting of the Federal Reserve since disruption took hold of broader financial markets in the middle of December 2018.