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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.


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.

Wealth Strategies

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.

Wealth Strategies

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.

Wealth Strategies

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.

Wealth Strategies

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.

Private Banking

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.

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