Today's blog tackles four common questions related to this valuable, but often complicated, benefit.

Establishing a strategy for when and how to spend the money you diligently saved and invested can help increase the likelihood that your wealth provides the life and legacy you desire.

While habitual contributions are no doubt beneficial when saving for retirement, without proper planning, few of us know how much we should be saving to retire comfortably.

Regardless of your stage of life, you and your financial advisor can develop an effective plan to set you on the path towards your wealth creation and distribution goals. Understanding your current financial situation is the first step in preparing for the future.

A comprehensive wealth management plan offers flexible options to help handle unexpected events, both positive and negative.

After a year of unusually low volatility in 2017, domestic and international markets have treated investors to a wild start in 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?

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.

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.

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.

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.

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.”

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.

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.

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