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The Multi-Manager Investment Program Advantage: Global Expertise to Complement Our Core Offerings

Mark Zarella
January 09, 2018

Our Multi-Manager Investment Program (MMIP) provides access to institutional-quality investment managers with strong, risk-adjusted returns across the full range of asset classes.

Investments

Disciplined Equity Strategy Designed to Capture Quality: The Factors that Underpin Success

Brant Houston, CFA
December 21, 2017

There are both company-specific factors as well as unique characteristics of our investment process involved in developing our Disciplined Equity Strategy.

Investments

Disciplined Equity Strategy Designed to Capture Quality

Brant Houston, CFA
December 19, 2017

Discipline is one of the most important factors in successful investing, as discipline is what keeps an investment manager focused on the characteristics of a high quality investment.

Firm News

Talking Innovation with Futurist Jack Uldrich

Carolyn Donnelly
December 15, 2017

We’ve been honored this year to have Jack Uldrich, a prominent futurist and author, as a keynote speaker for our CIBC Atlantic Trust Speaker Series, which took place in seven cities across the U.S. and attracted more than 700 attendees.

December 2017

December 2017 Employment Report: Waiting For Wages

Matt Scherer, CFA
December 15, 2017

If ever there was a time to describe employment numbers as “benign,” then this is it. Total nonfarm payrolls reported last Friday were solid and exceeded the Bloomberg consensus payroll estimate of leading economists.

Investments

FOMC Raises Rates

Gary Pzegeo, CFA
December 14, 2017

The FOMC raised the target range for the federal funds rate by 0.25% to 1.25% - 1.50%. Fed officials have been signaling a willingness to raise rates at this meeting for some time and markets were prepared for the move.

Investments

Residential Housing Market Outlook Remains Positive

Bryan Reilly
November 30, 2017

In “The Big Short,” a film based on Michael Lewis’ best-selling book about Wall Street’s role in the credit and housing bubble collapse of the mid-2000s, there was a constant refrain: "But housing is always stable—people don’t just not pay their mortgage—It will never collapse."

Wealth Strategies

Modern Family Structures Raise New Issues in Estate Planning

Ryan Christine Coulson
November 21, 2017

While the pace of technological development is increasing, the ability of the law to keep up is not. These developments are having a drastic impact on the way we live, and the world is radically different today than it was just twenty years ago.

Wealth Strategies

How Much Does It Cost to Raise a Child?

Shady Jadali
November 16, 2017

The average cost of raising a child born in 2015 from birth to age 17 is projected to be $233,610, according to a recent study from the U.S. Department of Agriculture. That number varies based on the region of the country and each parent’s income level, but regardless, the point stands that having children comes with serious long-term financial obligations.

Wealth Strategies

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.

Wealth Strategies

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.

Wealth Strategies

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?

Investments

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.

Investments

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.

Wealth Strategies

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.

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