Modern Family Structures Raise New Issues in Estate Planning
Ryan Christine Coulson November 14, 2017
When couples with complex family situations begin to consider the legacy that they would like to leave behind, they should think long and hard about their priorities, the individual dynamics of their families, and what the concepts of fairness and equity mean to them.
How to Choose a Trustee
Ryan Christine Coulson November 09, 2017
Choosing a trustee is perhaps the most important action you’ll take in order to ensure that your goals in creating a trust are realized.
Integrating Executive Compensation into Your Total Wealth Management Plan
Cathy Schnaubelt November 07, 2017
An executive’s total compensation package comes freighted with a number of important considerations. What’s the value proposition of equity compensation? When and how will the compensation be taxed? Are inflows considered capital gains, or will they be classified as ordinary income?
FOMC - No Change in Rates
Gary Pzegeo, CFA November 01, 2017
As expected, today’s FOMC statement contained no surprises. The market implied odds of a change were less than 1% prior to the meeting, and even that proved to be a little too optimistic.
Q4 Outlook Sees Continuing Solid Performance from Markets and Economy
Bill Norris November 01, 2017
Thus far, 2017 has been good to investors, particularly to equity investors, and stock market returns are reflecting an increasingly positive outlook for economic growth and corporate profits in the U.S. market.
Medicare Open Enrollment: What You Need to Know and Do
Dianne Savastano October 30, 2017
For Medicare recipients, it's that exciting time of year when you must review previous choices, assess your options, and make changes as needed.
The Approach to Retirement Saving Isn’t Unisex
Cathy Schnaubelt October 03, 2017
Women create, control and influence the investment of an enormous amount of wealth around the world. As more and more women become business owners and breadwinners, their financial power is exploding.
The Advantages of Investing in Premium Bonds
Dan Skolochenko September 28, 2017
Investors are often put off by the idea of buying a premium bond, mistakenly believing that they’ll lose money on the investment. After all, they’ll be paying more than par for the bond but receiving only par when the bond matures.
Relating to Investment Risk
Bryan Reilly September 26, 2017
Risk and return are inextricably linked, and potential returns are typically proportional to the risk an investor is willing to assume. Consequently, understanding risk is an essential component of long-term investment success.
Creating Your Family Legacy—Key Principle #3: Developing the Rising Generation
Linda Beerman September 21, 2017
This final part of the four-part Creating Your Family Legacy blog series focuses on the third of three key principles of legacy planning, “developing the rising generation.”
FOMC - No Rate Change, Balance Sheet Reduction to Begin Next Month
Gary Pzegeo, CFA September 21, 2017
As expected, the FOMC left the target range for federal funds unchanged at 1.0% to 1.25% and announced that balance sheet reduction plans will commence next month
Co-Investments: A Closer Look
Lester Duke, CFA September 20, 2017
Also referred to as direct investing, this space is becoming a larger and more dynamic element of private market investing in recent years, and we believe the trend will accelerate over time.
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.”