Asset Publisher



Federal Reserve Raises Rates

Gary Pzegeo, CFA
June 14, 2017

The FOMC confirmed the higher target range for federal funds of 1.0% to 1.25% anticipated by markets at today’s meeting.

Wealth Strategies

Tips for Moving Abroad During Retirement

Ryan Christine Coulson
June 08, 2017

Some 400,000 retired Americans already live abroad and that number is growing. There can be benefits to retiring overseas, but it requires even more planning than retiring stateside.


Private Market Investing: Sizing Up the (Bigger) Opportunity Set

Dan Criscuolo
June 07, 2017

Download PDF   Not too long ago, private equity investments were viewed as “exotic” investments. But in recent years, private equity has grown to become a mainstream part of institutional portfolios globally—generally ranging anywhere from 5% to 25% of portfolios’ assets. Key to this recent growth is the ability of private equity to generate attractive, long-term performance over...

Firm News

Linda Beerman Resumes Role as Head of CIBC Atlantic Trust’s Wealth Strategies Group

Eric Propper, CFA
May 31, 2017

We are pleased to announce that Linda Beerman has resumed her role as head of the CIBC Atlantic Trust Wealth Strategies Group.

Wealth Strategies

Protect Existing Trusts and Other Assets with a Delaware Asset Protection Trust

Halsey Schreier
May 25, 2017

How can Delaware benefit client families? One way is through the ability to create a “self-settled trust” that can protect assets from claims by creditors.

The Connection

Asset Allocation Committee Update

Dave Donabedian, CFA
May 24, 2017

Download PDF   At its May meeting, the CIBC Atlantic Trust Asset Allocation Committee (AAC) determined that a higher relative allocation to developed international equity markets is appropriate under current market conditions. Developed international markets consist primarily of equities in Europe and Japan, which comprise over 85% of the MSCI Europe, Australia, Far East Index (EAFE).1...

The Connection

An Active Debate on Passive Investing

John Tennaro, CIMA®, CSRIC™
May 24, 2017

There have been many existential debates about the “optimal” way to invest: growth stocks vs. value stocks, international vs. U.S.-only portfolios, and the list goes on. This type of discussion tends to crop up after one type of investment outperforms another type for a period of time, which leads some to declare that today’s winner will remain superior for years to come.

Women's CIRCLE

Expecting? 5 Things to Consider Before Becoming a Mother

Shady Jadali
May 19, 2017

Remember that keeping your finances in order is not only beneficial for you—it’s important for your future children. Here are five things to consider before having a baby.

G2G Impact

What Does This "Me Generation" Really Want?

Kent Nossaman
May 18, 2017

Millennials (aka Gen Yers), as a group, don’t have the best reputation. They’ve been referred to as egotistical, shallow and lazy. But, let’s be honest—throughout time, hasn’t the younger generation typically been discredited?

G2G Impact

9 Important Financial Habits To Learn In Your 20s

Joe Waldvogel, CFP®, CAIA®
May 12, 2017

The 20s are the first truly formative decade of your financial life. Of course, you learn from examples around you growing up, and some people end up on their own financially at an earlier age. However, for the most part, your 20s are when you’re managing your money and making financial decisions independently for the first time. In this decade, not only is it important to gain confidence when...

Wealth Strategies

6 Things A Financial Advisor Can Help You With This Year

Gio Boccia, CFP®
May 09, 2017

Understanding how to utilize your financial advisor and when to reach out to them takes time. An advisor can be an invaluable resource; he or she can help you chart a financial path that eases your money concerns and makes you proud of what you’ve accomplished thus far. As you figure out what the rest of 2017 looks like, you can decide what you’d like your advisor to support you through this...

Firm News

2017 and Beyond: Oil & Gas Outlook Event Speaker Series

John Winslow, CFA
May 05, 2017

Texas has long been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, CIBC Atlantic Trust held three events last week in Houston (the energy capital of the U.S.) and Dallas. These interactive, dynamic sessions involved more than 100 highly engaged participants. Speaking first was CIBC Atlantic Trust Chief...


Federal Reserve Leaves Rates Unchanged, As Expected

Gary Pzegeo, CFA
May 03, 2017

The FOMC elected to keep policy rates unchanged at its May 3rd meeting and their press release gave no indication that the Committee disagreed with current market expectations for another increase in June.  The Fed acknowledged weakness in first quarter data, but appears to expect it to be a temporary condition.  Following is a summary of the FOMC’s statement. Growth Economic...


After Healthcare Reform Failure, What’s Next for Tax Policy?

Dave Donabedian, CFA
April 20, 2017

A summary of our Q2 Tax Policy and Investment Outlook Webinar.

Wealth Strategies

Aligning Philanthropic Vision with Your Mission and Values

Judy Saxe, AEP®, CAP®
April 11, 2017

Earlier this month, we were pleased to introduce our three-part video series about strategic philanthropy. In Part I, we learned what it means to be strategic and how to begin to engage in the process. Then, in Part II, we explored some of the most common methods of giving and examined some of the things that can sometimes go wrong during a giving campaign. In Part III, our series concludes...

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