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.
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.
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.
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.
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.
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.
War and Peace on the Peninsula
Matt Scherer, CFA May 03, 2018
The MSCI All Cap World Index ex USA, which tracks both developed and emerging markets, was relatively unchanged for both April and 2018.
FOMC Leaves Rates Unchanged
Gary Pzegeo, CFA May 02, 2018
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.