Asset Publisher



Trade Tension: The Portfolio Manager's Playbook

Matt Scherer, CFA
June 30, 2018

Download PDF   The MSCI All Country World Index ex USA, which tracks both developed and emerging markets, was down 1.9% for the month of June and is now down 3.8% for the year to date. Global stock markets declined in June in large part related to investor fears about the increasing threat of trade wars. The planned implementation of tariffs announced by the U.S., the retaliatory measures...

Firm News

CIBC Extends Brand Across U.S.

Jack Markwalter
June 25, 2018

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.


The Ebb and Flow of Regulatory Focus on Technology Companies

Sid Nargundkar, CFA
June 20, 2018

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.


FOMC Raises the Target Range by 0.25%

Gary Pzegeo, CFA
June 14, 2018

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.

Wealth Strategies

Considerations for Claiming Social Security Benefits

Cathy Schnaubelt
June 13, 2018

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.


Singapore: Proving the “Smart City”

Matt Scherer, CFA
June 11, 2018

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.

Private Banking

Consider a Secured Line of Credit to Pay Your Tax Bill

Dan Sullivan
June 07, 2018

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. ...

Private Banking

Bank Deposits: What’s the Best Place for Cash in 2018?

Dan Sullivan
May 31, 2018

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

Wealth Strategies

New Ways to Help the Rising Generation: Give Them an Earful

Ryan Christine Coulson
May 29, 2018

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.

Private Banking

Mortgage Issues: Is It Still a Good Time to Refinance to a Lower Rate?

Dan Sullivan
May 24, 2018

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

The Connection

Private Equity: Too Much Demand?

Kyle Leavitt
May 22, 2018

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.


Inflation: Hello Again?

Dave Donabedian, CFA
May 17, 2018

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.

Wealth Strategies

Reducing Your Future Tax Burden with a Roth IRA Conversion

Cathy Schnaubelt
May 14, 2018

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

Wealth Strategies

Moving to Plan B—Or C, D, or E

Linda Beerman
May 10, 2018

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.

Wealth Strategies

Choosing the Best IRA to Maximize Your Retirement Savings

Cathy Schnaubelt
May 09, 2018

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.

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