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Wealth Strategies

3 Issues to Consider when Transitioning Your Business to a Third Party

Theresa Marx
May 14, 2019

The decision of when and how to sell a privately-held business is often based on three factors: economics, emotion and need.

Wealth Strategies

Dividing Your Home in a Divorce

Cathy Schnaubelt
May 10, 2019

Whether you and your spouse decide to sell your home now or at some point in the future, there are many moving pieces involved.

Wealth Strategies

The Aging Brain: What Does it Mean for You and Your Family?

Judy Saxe, AEP®, CAP®
May 08, 2019

The number of people in the United States living with dementia is growing exponentially year over year. According to the Alzheimer’s Association, an estimated 46.8 million people worldwide were living with dementia in 2015, and the number is believed to be close to 50 million people for 2017. By 2030, it’s projected that 75 million Americans will be affected by the symptoms of cognitive...

Wealth Strategies

4 Issues to Consider when Transitioning Your Business to a Family Member

Theresa Marx
May 07, 2019

A challenge for any business owner is knowing when and how to transition leadership. If you run a family business, the decision can be even more complex as family harmony and relationships are often at stake.


FOMC: No Change in Target Rate

Gary Pzegeo, CFA
May 02, 2019

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.

Wealth Strategies

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.

Wealth Strategies

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?

Wealth Strategies

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...

Wealth Strategies

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.

Wealth Strategies

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.

Wealth Strategies

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.

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