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Wealth Strategies

Four Common Medicare Questions Answered

Dianne Savastano
April 26, 2018

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

Wealth Strategies

Making Your Savings Last Through Retirement

Cathy Schnaubelt
April 23, 2018

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.

Wealth Strategies

How Much Should You Save for a Comfortable Retirement?

Cathy Schnaubelt
April 16, 2018

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.

Wealth Strategies

The Path to Retirement at Any Age

Cathy Schnaubelt
April 10, 2018

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.

Private Banking

New Private Banking Solutions Complement CIBC Atlantic Trust’s Offerings

Dan Sullivan
April 04, 2018

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


[Trade] War – What Is It Good For? Absolutely Nothing

Matt Scherer, CFA
March 29, 2018

After a year of unusually low volatility in 2017, domestic and international markets have treated investors to a wild start in 2018.

Private Banking

Lines Against Marketable Assets

Dan Sullivan
March 23, 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?


FOMC Raises the Target Rate by 0.25%

Gary Pzegeo, CFA
March 22, 2018

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.


Hedge Funds: Falling Fees

Mark Zarella
March 21, 2018

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.


Has the Opportunity for Buying International Stocks Passed?

Dan Delany
March 20, 2018

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.


FERC Ruling Impacts MLPs

Paul McPheeters, CFA
March 16, 2018

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.


Diversification Strategies for Privately-Held Business Owners

Erin Dickes
March 15, 2018

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.”


Three Ways Investors Can Use Market Volatility to Their Advantage

Tom Bridges
March 13, 2018

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.

Wealth Strategies

Preserving Your Family’s Wealth Part IV: Addressing Personal Safety Risk

Cathy Schnaubelt
March 07, 2018

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.

Firm News

CIBC Atlantic Trust Wins Private Asset Management’s Award for Best Investment Platform

Eric Propper, CFA
March 06, 2018

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

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