CIBC Private Wealth Blog
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Asset Publisher
April 17, 2024
Planning at dusk in 2024: Strategies to consider with the pending sunset on December 31, 2025
Many of the taxpayer-friendly provisions of 2017’s “Tax Cuts and Jobs Act” are set to terminate or “sunset” after December 31, 2025. The good news is there are planning strategies that you can use now to take advantage of these taxpayer-friendly rules while we know they are still law.
Blogs
Ten tips from an executrix
Liza Connelly
September 22, 2022
Serving as the executor of a family member's estate has its challenges.
What does the Inflation Reduction Act mean for climate and sustainable investments?
ESG Resources Group
September 19, 2022
An outline of the climate-related policies and implications of the Inflation Reduction Act of 2022.
What is a trust?
Halsey Schreier
September 15, 2022
For many families, trusts can be a useful vehicle for passing wealth to the next generation or generations. That’s not their only benefit.
Some highlights of the Inflation Reduction Act
Theresa Marx
September 01, 2022
A brief summary of key provisions of the Inflation Reduction Act.
FOMC meeting update
Gary Pzegeo, CFA
July 28, 2022
A summary of the Federal Reserve's July 2022 meeting
The downside risk to bonds may be smaller than you think
Chuck Dale
June 27, 2022
Does the current market environment have you thinking twice about adding bonds to your portfolio?
Are you sure that you’re maxing out your 401(k)? Consider a mega-backdoor Roth conversion
Shawn Leist
June 23, 2022
If you’re not familiar with the mega-backdoor options for your Roth IRA or 401(k), you may not be maximizing your contributions.
3 steps to creating a healthy multi-generational family wealth culture
Halsey Schreier
June 14, 2022
One of the many benefits of articulating your family’s wealth culture is that every family member can take into account the values identified by the family when creating their own wealth plan.
Securities-based lending: A low-cost, tax-efficient tool that can help build wealth
Dan Sullivan
May 23, 2022
Securities-based lending should be an integral part of a wealth management plan.
Talking to children about wealth: young adults
Beth McRae Mayfield
May 17, 2022
Engage young adults in learning financial responsibility
Planning opportunities in a rising interest rate environment
Caroline McKay
May 16, 2022
As interest rates begin to rise, now may be a good time to consider estate planning strategies that leverage lower interest rates to remove assets from your estate.
FOMC meeting update
Gary Pzegeo, CFA
May 05, 2022
The Federal Reserve raised interest rates by 0.50%. Read on to learn about current conditions, forward guidance and market reaction.
Communication can be the key to creating harmony in multi-generational estate planning
Halsey Schreier
April 26, 2022
Fostering a culture of transparency and open communication is crucial for preserving wealth as it is passed to future generations.
Inflation allocation: Strategies to help realize growth during periods of high inflation
Chuck Dale
April 18, 2022
Which asset classes should investors seek out in pursuit of growth during high inflationary environments?
April Investment Bulletin
Bill Norris
April 06, 2022
Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.