Last month’s investment article highlighted the debate surrounding active vs. passive investment, framed by the notion that most professionally managed funds have struggled to keep up with indices in recent years.

Summer is here, and your adult children may now be home from college, your child may be getting ready for his or her first post-college job or you may be helping a child prepare to leave for college for the first time.

We are pleased to announce that CIBC has completed its acquisition of PrivateBancorp, Inc. and its subsidiary, The PrivateBank.

If you’re thinking of selling your business, we often advise our clients to start with the end goal in mind.

Going through any job transition, whether it’s to start your own business, or to join a new company, is ultimately a risk. The easiest way to minimize that risk is to be financially prepared.

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

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.

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...

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

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.

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...

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.

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?

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...

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...