Preserving Your Family’s Wealth Part I: An Introduction to Asset Protection
Cathy Schnaubelt February 13, 2018
Regardless of the source of your wealth, it takes sound investment management and skillful deployment of asset protection tools and strategies to preserve it.
Managing Your Financial Health: 5 Questions to Help You Select the Best Investment Advisor for Your Needs
Rob Coulton February 08, 2018
Before deciding on an investment advisor, investors should consider how the advisor’s skill set and approach align with their own unique financial needs and objectives. Here are five questions every investor should ask their advisor.
Thoughts on Market Volatility...It Had Been Too Quiet
Dave Donabedian, CFA February 06, 2018
With the S&P 500 posting a total return of nearly 6% in January, 2018 had gotten off to a very fast start, reaching a near-term high on January 26.
International Update: Momentum Continues
Matt Scherer, CFA February 02, 2018
In January we observed three factors driving performance: strong “growth stock” performance, better corporate earnings trends, and a weak U.S. dollar.
FOMC Leaves Rates Unchanged
Gary Pzegeo, CFA January 31, 2018
The FOMC left the target range for federal funds at 1.25% - 1.50%. Futures markets predicted no change at the last meeting for departing Chair Janet Yellen.
The Advantages of Dividend Growth Investing and our Equity Income Strategy
Gordon Scott, CFA January 25, 2018
Our proprietary Equity Income Strategy, with a focus on total return, invests in high-quality securities that exhibit dividend growth at a rate greater than the market.
CIBC Atlantic Trust 2018 Investment Outlook
Dave Donabedian, CFA January 22, 2018
As we begin the new year, we are encouraged that secular stagnation - the extended period of slow growth we have been experiencing - has finally given way to accelerated growth and a synchronized global economic expansion.
International Update – December
Matt Scherer, CFA January 19, 2018
The MSCI All Cap World Index ex USA, which tracks both developed and emerging markets, was up 2.2% in December and finished up 27.2% for the year. This year also marked the first time since 2012 that the MSCI All Cap World Index ex USA outperformed the domestic S&P 500 Index.
A Pre-Wedding Meeting with a Financial Advisor Can Smooth the Path to Marital Bliss
Ryan Christine Coulson January 11, 2018
Choosing a venue, making the guest list, ordering the flowers—these are all essential tasks for the happy couple. But there’s another important undertaking that no couple can afford to neglect, and that’s getting the financial house in order.
The Multi-Manager Investment Program Advantage: Global Expertise to Complement Our Core Offerings
Mark Zarella January 09, 2018
Our Multi-Manager Investment Program (MMIP) provides access to institutional-quality investment managers with strong, risk-adjusted returns across the full range of asset classes.
Disciplined Equity Strategy Designed to Capture Quality: The Factors that Underpin Success
Brant Houston, CFA December 21, 2017
There are both company-specific factors as well as unique characteristics of our investment process involved in developing our Disciplined Equity Strategy.
Disciplined Equity Strategy Designed to Capture Quality
Brant Houston, CFA December 19, 2017
Discipline is one of the most important factors in successful investing, as discipline is what keeps an investment manager focused on the characteristics of a high quality investment.
Talking Innovation with Futurist Jack Uldrich
Carolyn Donnelly December 15, 2017
We’ve been honored this year to have Jack Uldrich, a prominent futurist and author, as a keynote speaker for our CIBC Atlantic Trust Speaker Series, which took place in seven cities across the U.S. and attracted more than 700 attendees.
December 2017 Employment Report: Waiting For Wages
Matt Scherer, CFA December 15, 2017
If ever there was a time to describe employment numbers as “benign,” then this is it. Total nonfarm payrolls reported last Friday were solid and exceeded the Bloomberg consensus payroll estimate of leading economists.
FOMC Raises Rates
Gary Pzegeo, CFA December 14, 2017
The FOMC raised the target range for the federal funds rate by 0.25% to 1.25% - 1.50%. Fed officials have been signaling a willingness to raise rates at this meeting for some time and markets were prepared for the move.