Today, we announce that CIBC Atlantic Trust Private Wealth Management has become CIBC Private Wealth Management. The same team our clients trust is backed by one of the strongest banks in North America with 150 years of providing exceptional client service.

For investors with long-term time horizons, we believe that any multiple compression that emerges today for technology companies due to regulation will also eventually ebb, and the underlying company free cash flow streams will be properly valued over time.

Changes in today’s press release included the usual nuance, but there have also been a few mechanical changes to the delivery of policy and communication thereof.

While counting on Social Security to cover all of your expenses in retirement may not be the best idea, it can be a meaningful component of your retirement plan when viewed as a supplement to personal savings and other sources of income.

International stock prices and macroeconomic data continued to deteriorate last month, resulting in international markets underperforming U.S. equity markets. While underperformance of international markets is always a concern, it feels a little like déjà vu.

Download PDF   After several years of strong performance from an asset class, investors tend to experience portfolio drift as their other investments fail to keep pace. Over the last nine years, U.S. equities have outperformed most other asset classes. Many investors, now heavily concentrated in U.S. stocks, have begun to rebalance their portfolios back to their target allocations. ...

Even the most conservative portion of your portfolio can offer some possibilities for capital appreciation.

A recent study from LinkedIn indicates that 42% of millennials (those between the age of 18 and 34) listen to podcasts at least once a week, and according to 2016 research conducted by Edison Research, 21% of all those age 12 or older are monthly podcast listeners.

Interest rates have been inching up lately, and homeowners may be worried that they have missed the boat when it comes to refinancing.

This past year saw record levels of capital being raised by Private Equity (PE) funds. This was the result of more firms coming to market to raise funds and a seemingly universal increase in the size of each fund raised.

For investors who are too young to remember the hyperinflationary environment of the 1970s and 1980s, a period marked by rising inflation will likely feel uncomfortable.

A strategic retirement savings approach can potentially lower your tax burden over the course of your lifetime and reduce eventual estate taxes.

Because the future tax environment is unpredictable, clients should work with their estate planning advisors to build the appropriate flexibility into their trust and estate planning documents.

The type of IRA you choose can have a significant impact on your long-term retirement savings and future financial goals, which is why understanding the differences between IRA options is critical.

The MSCI All Cap World Index ex USA, which tracks both developed and emerging markets, was relatively unchanged for both April and 2018.