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Wealth Strategies

Working With a Family Office After Selling Your Business

August 15, 2018

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.


Understanding Premium Bonds

Dan Skolochenko
August 14, 2018

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.

Wealth Strategies

Financial Elder Abuse: The Dark Side Of Aging And Finances

Cathy Schnaubelt
August 09, 2018

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.

Wealth Strategies

Wealth Management Strategies After Selling Your Business

August 08, 2018

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.

Wealth Strategies

Recognizing The Warning Signs Of Diminished Capacity

Cathy Schnaubelt
August 02, 2018

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.


FOMC Leaves Rates Unchanged

Gary Pzegeo, CFA
August 01, 2018

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.

Wealth Strategies

Managing the Transition from Small Business Owner to Family Wealth Manager

August 01, 2018

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.

Wealth Strategies

Understanding the Financial Risks of Diminished Capacity

Cathy Schnaubelt
July 26, 2018

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.

Private Banking

Sustaining your investment strategy with a marketable secured line of credit

Dan Sullivan
July 24, 2018

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.


FERC Final Ruling - Incrementally Positive for MLPs

Paul McPheeters, CFA
July 23, 2018

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.

Wealth Strategies

Planning for the High Cost of Healthcare in Retirement

Cathy Schnaubelt
July 19, 2018

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

Wealth Strategies

Social Security: Past, Present and Future

Cathy Schnaubelt
July 12, 2018

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.

Wealth Strategies

Strategies for Maximizing Your Social Security Benefits

Cathy Schnaubelt
July 05, 2018

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.


Trade Tension: The Portfolio Manager's Playbook

Matt Scherer, CFA
June 30, 2018

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...

Firm News

CIBC Extends Brand Across U.S.

Jack Markwalter
June 25, 2018

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.

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