Creating Your Family Legacy—Key Principle #2: Evolving a Healthy Family Wealth Culture
Linda Beerman September 06, 2017
This third part of the four-part Creating Your Family Legacy blog series focuses on the second of three key principles of legacy planning, “evolving a health family wealth culture.”
Expanding Our Chicago Presence—Geneva Advisors Joins CIBC Atlantic Trust
Jack Markwalter September 01, 2017
We are pleased to announce that CIBC Atlantic Trust Private Wealth Management has completed its acquisition of Geneva Advisors, a private wealth management firm headquartered in Chicago
Creating Your Family Legacy—Key Principle #1: Integrating Family Wealth Planning
Linda Beerman August 29, 2017
This second part of the four-part Creating Your Family Legacy blog series focuses on the first of three key principles of legacy planning, “integrating family wealth planning.”
Is Inflation Whipped?
Dave Donabedian, CFA August 24, 2017
In 1974, President Gerald Ford encouraged all Americans to wear "WIN" buttons (Whip Inflation Now) as a way to rally the country against the inflationary spiral that was causing major economic dislocations and rapidly rising interest rates. Fast forward to 2017, and today’s WIN button could stand for “Where’s Inflation Now?”
Communication is the Key to a Healthy Family Wealth Culture
Ryan Christine Coulson August 24, 2017
Communication is the most vital component in any relationship, whether personal or professional because communication serves as the foundation of trust.
Creating Your Family Legacy: An Introduction to Legacy Planning
Linda Beerman August 22, 2017
Wealth is not just money, and it takes much more than the simple accumulation of material assets to achieve success.
4 Things You Need to Do Before Leaving for a Big Trip
Cathy Schnaubelt August 03, 2017
It’s unfortunate, but travel leaves your assets more vulnerable than you might think, so making financial plans in advance of your travel is crucial.
Recognizing the Value of Active Management
Dave Donabedian, CFA August 02, 2017
Back in May, we started a discussion on active vs. passive investing and argued that there are many instances in which active management is likely to deliver better results.
Federal Reserve Leaves Rates and Balance Sheet Unchanged
Gary Pzegeo, CFA August 01, 2017
The FOMC left its target range for federal funds unchanged at 1.0% to 1.25% and did not provide a launch date for its anticipated balance sheet reduction.
Unclaimed Property: What It Is and Why It's Important
Jason Stoneman, CFA July 27, 2017
It’s important to have a clear view of your finances; it’s even fairly common to accidentally leave assets unnoticed.
How to Prepare Financially for Cognitive Decline
Ryan Christine Coulson July 26, 2017
Here are three ways to prepare if you or a family member may be facing a disease characterized by cognitive decline.
5 Financial Priorities to Pass on to Your Kids
Halsey Schreier July 18, 2017
Helping your children make financial decisions is a good thing, but it may be even better to teach them financial priorities that will guide their decision-making over the course of a lifetime.
CIBC Announces Agreement to Acquire Geneva Advisors
Jack Markwalter July 07, 2017
We are pleased to announce today that CIBC will be acquiring Geneva Advisors, a private wealth management firm headquartered in Chicago with US$8.4B in assets under management and a team of approximately 100 client-focused employees (see press release). They will join our CIBC Atlantic Trust Private Wealth Management team when the transaction closes in the fourth quarter of...
Investors Beware…Of Investors
Scott Burg, CFA, CAIA June 29, 2017
Last month’s investment article highlighted the debate surrounding active vs. passive investment, framed by the notion that most professionally managed funds have struggled to keep up with indices in recent years.
It’s Never Too Early to Plan
Judy Saxe, AEP®, CAP® June 29, 2017
Summer is here, and your adult children may now be home from college, your child may be getting ready for his or her first post-college job or you may be helping a child prepare to leave for college for the first time.