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Private Banking

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.

Wealth Strategies

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.

Firm News

CIBC Atlantic Trust Wins Private Asset Management’s Award for Best Investment Platform

Eric Propper, CFA
March 06, 2018

We are pleased to announce that CIBC Atlantic Trust has received Private Asset Management (PAM)’s award for Best Investment Platform—Performance.


Policy Giveth, And Policy Taketh Away

Dave Donabedian, CFA
March 02, 2018

On Thursday, President Trump signaled his intent to impose steep tariffs on steel and aluminum imports (reportedly 25% and 10%, respectively). Stock market reaction was swift and negative, contributing to an already volatile start to the year.


International Update: The Year of the Dog Starts With Some Bite

Matt Scherer, CFA
March 02, 2018

After strong market performance in 2017 that was characterized by a lack of volatility, the market correction was not totally unexpected.

Wealth Strategies

Preserving Your Family’s Wealth Part III: Mitigating Risk at Home

Cathy Schnaubelt
February 27, 2018

Threats to your financial security can come from many sources, but there are three areas of particular vulnerability.


Bonds Versus Bond Funds: Is Either Approach Advantageous in a Rising Rate Environment?

Tim Musial, CFA
February 22, 2018

Yields on 10-year Treasury bonds have been in decline for the last three decades, but the recent reversal in interest rates has many questioning if the thirty-year bull market in bonds is finally over.

Wealth Strategies

Preserving Your Family’s Wealth Part II: Your Reputation is also an Asset You Need to Protect

Cathy Schnaubelt
February 20, 2018

A good reputation is vulnerable to many more threats in the modern world, and the situation can be even more perilous for individuals with a high-profile online presence.


Increased Volatility, Yet Continued Strength

Dave Donabedian, CFA
February 14, 2018

While volatility products can claim a large share of the responsibility for Monday’s downturn in equity markets, Thursday’s session showed that interest rates still influence the pricing of risky assets.

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