As expected, there was no change in policy from the Federal Reserve today. Language in the Fed’s last two post-meeting press releases were very similar regarding its description of the economy and the components of growth.
Four Common Medicare Questions Answered
Dianne Savastano April 26, 2018
Today's blog tackles four common questions related to this valuable, but often complicated, benefit.
Making Your Savings Last Through Retirement
Cathy Schnaubelt April 23, 2018
Establishing a strategy for when and how to spend the money you diligently saved and invested can help increase the likelihood that your wealth provides the life and legacy you desire.
How Much Should You Save for a Comfortable Retirement?
Cathy Schnaubelt April 16, 2018
While habitual contributions are no doubt beneficial when saving for retirement, without proper planning, few of us know how much we should be saving to retire comfortably.
The Path to Retirement at Any Age
Cathy Schnaubelt April 10, 2018
Regardless of your stage of life, you and your financial advisor can develop an effective plan to set you on the path towards your wealth creation and distribution goals. Understanding your current financial situation is the first step in preparing for the future.
New Private Banking Solutions Complement CIBC Atlantic Trust’s Offerings
Dan Sullivan April 04, 2018
A comprehensive wealth management plan offers flexible options to help handle unexpected events, both positive and negative.
[Trade] War – What Is It Good For? Absolutely Nothing
Matt Scherer, CFA March 29, 2018
After a year of unusually low volatility in 2017, domestic and international markets have treated investors to a wild start in 2018.
Lines Against Marketable Assets
Dan Sullivan March 23, 2018
To have financial freedom, it’s not enough just to have wealth. You need “liquidity”—the ability to access and spend your capital when you need it. But what if your money is largely held in assets you would prefer not to sell right now?
FOMC Raises the Target Rate by 0.25%
Gary Pzegeo, CFA March 22, 2018
This is the first FOMC meeting, post-meeting press release and press conference for new Chair Jerome Powell. The target rate should get most of the headlines, but the markets have been discounting an increase at this meeting for several months.
Hedge Funds: Falling Fees
Mark Zarella March 21, 2018
Fees are often a topic of discussion regarding hedge funds. The higher fees associated with the fund structure are sometimes challenging to see beyond when deciding where to allocate capital.
Has the Opportunity for Buying International Stocks Passed?
Dan Delany March 20, 2018
We believe now is an opportune time for investors to consider shifting their focus internationally to benefit from attractive valuations, strong corporate growth prospects, and an earlier position in the economic cycle.
FERC Ruling Impacts MLPs
Paul McPheeters, CFA March 16, 2018
The MLP and broader pipeline sector was negatively impacted yesterday by actions at the Federal Energy Regulatory Commission (FERC). We will learn much more in coming days and weeks on the issue. A summary of what was announced and the potential implications follows below.
Diversification Strategies for Privately-Held Business Owners
Erin Dickes March 15, 2018
To be sure, one of the most effective ways to accrue a significant amount of wealth is to make calculated bets. But, as Warren Buffett famously said, “It's only when the tide goes out that you learn who's been swimming naked.”
Three Ways Investors Can Use Market Volatility to Their Advantage
Tom Bridges March 13, 2018
Market volatility is rarely a good reason to abandon a sound long-term investment strategy. While sudden turbulence may cause investors anxiety, there are several ways investors can use volatility to their advantage and position themselves for longer-term success.
Preserving Your Family’s Wealth Part IV: Addressing Personal Safety Risk
Cathy Schnaubelt March 07, 2018
Managing personal security risk is no different from managing other types of risk. It starts with a methodology that identifies areas of vulnerability and follows up with a plan to eliminate or reduce these risks.