For a small business owner, succession planning can be an emotional and complex decision, especially if you do not plan to keep your business within the family.

As a long-term investor, you may choose to include fixed income in your investment portfolio for a variety of reasons, such as capital preservation, income generation, or a combination of both.

According to the National Adult Protective Services Association (NAPSA), one in nine seniors has reported being abused, neglected or exploited within the last year, and one in twenty seniors has indicated some form of perceived financial mistreatment.

If you have recently sold or are considering selling your business, working with your advisor to ensure that your wealth management plan is aligned with your post-sale goals can help protect your assets and provide a financially secure future for you and your loved ones.

According to the Alzheimer’s Association, one in three seniors dies with Alzheimer’s disease or another type of dementia, and these numbers are only expected to increase over the next few decades.

The Federal Reserve left the target range for short-term rates at 1.75% to 2.00%. Futures contracts for short term interest rates implied a low probability of any action by the Fed at today’s meeting.

While business ownership can be an effective way to build wealth, the skills necessary for growing and sustaining a business are typically vastly different than the skills needed to manage and preserve the wealth that has been amassed.

According to the National Institute on Aging, Alzheimer’s is the most common cause of dementia in older adults. However, it is not the only cause of cognitive impairment, and about half of Americans are expected to develop dementia in their lifetime.

An effective wealth management strategy plans for your near- and long-term financial goals and aspirations while also providing for life events that are impossible to anticipate.

On July 19th, the Federal Energy Regulatory Commission (FERC) issued a final ruling as a follow-up to its announcement on March 15th that had caused significant weakness across the MLP sector. The final ruling was a positive development for the sector as we detail below.

According to the 2017 Retirement Health Care Costs Data Report released by HealthView Services, retiree healthcare expenses are expected to rise at an average annual rate of 5.5% for the foreseeable future

Given that Social Security has served as the foundation of most American workers’ retirement income for decades, many current workers and young retirees are concerned about what the future of Social Security looks like and how it will impact their retirement plans.

While no single age or method is appropriate for everyone when it comes to claiming Social Security benefits, certain strategies can be employed to optimize your benefits, boosting your income in retirement and potentially reducing the risk of outliving your savings.

Download PDF   The MSCI All Country World Index ex USA, which tracks both developed and emerging markets, was down 1.9% for the month of June and is now down 3.8% for the year to date. Global stock markets declined in June in large part related to investor fears about the increasing threat of trade wars. The planned implementation of tariffs announced by the U.S., the retaliatory measures...

Today, we announce that CIBC Atlantic Trust Private Wealth Management has become CIBC Private Wealth Management. The same team our clients trust is backed by one of the strongest banks in North America with 150 years of providing exceptional client service.