CIBC Private Wealth Blog
6 Things Novice Investors Need To Know About Stocks
Brant Houston, CFA
February 09, 2016
Much has been said about the financial opportunities afforded by investing in stocks, but according to personal finance website Bankrate.com, only about 26% of adults under age 30 own stock. The same article reported that of those avoiding stocks, 21% said they don’t know how to invest and 9% cited a lack of trust in brokers and advisors. And yet, although past performance is no...
Atlantic Trust 2016 Investment Outlook Webinar
Dave Donabedian, CFA
February 05, 2016
Atlantic Trust hosted an investment update webinar on January 20, in which the Investment Team and I addressed key issues facing financial markets this year. The presentation focused on five main themes: Federal Reserve policy, corporate credit risk, stock market profits, energy prices and China. We concluded the call by reviewing key portfolio takeaways and answering...
How To Navigate The Tough Health Care Decisions
February 03, 2016
Black and white scenarios are simple. They usually involve just one decision and there is some predictability in their outcomes. Gray areas, on the other hand, involve several, often interconnected, decisions and vary based on the preferences of the people involved as well as their particular circumstances. These scenarios are often unpredictable and can be confusing or stressful. They...
What You Need To Know About Opening An IRA
John Switchenko, CTFA
February 02, 2016
Often considered the most basic form of retirement planning, the individual retirement account, or IRA for short, accounts for 26.5% of all U.S. retirement savings. Unlike the employer-sponsored 401(k), many IRAs are opened and maintained by individuals who may not have access to other retirement plans. In fact, almost anyone with taxable income (and even nonworking spouses) can...
Smart Money Moves For Your Annual Bonus
January 29, 2016
The end of the year is often a celebration of family, tradition and the fruits of our labor over the last year. For many, it is also the time for another kind of custom—the annual bonus. A bonus can be a welcome windfall and a well-deserved reward, but also something that can be spent in countless different ways. The possibilities are certainly tempting, but remember that you don’t have...
Judith Saxe Named to NAEPC Board of Directors
January 28, 2016
It is my pleasure to announce that Judith Saxe, managing director and senior wealth strategist for our Boston office, has been named to the National Association of Estate Planners and Councils (NAEPC) board of directors. This appointment follows her 10-year tenure as a director of the Boston Estate Planning Council—one of the nation’s largest and most prestigious...
Mortgage Basics: What You Should Know Before You Apply
January 27, 2016
For many, an important component of living the American dream is owning a home. Home ownership is, of course, also one of the foundations for building wealth, a milestone that is frequently preceded by the process of obtaining a mortgage.
Atlantic Trust Shines at 50th Annual Heckerling Institute
January 22, 2016
Atlantic Trust was well represented at the 50th Annual Heckerling Institute for Estate Planning in sunny Orlando, Florida. This year’s event took place January 11–15 at the Orlando World Center Marriott Resort and Convention Center. Atlantic Trust professionals were once again pleased to welcome intermediary and strategic partners to the conference with a private dinner...
Exploring Family Legacy at Nexus USA 2016
Jason Stoneman, CFA
January 19, 2016
Atlantic Trust was pleased to sponsor the 2016 Nexus USA Youth Summit last week at the White House, where an impressive group of adults in their 20s and 30s converged to discuss critical political, socioeconomic and human rights issues facing our country today. The three-day event guided participants through a variety of panel discussions, workshops and social...
Dynasty Trusts: Keeping It in the Family
Art Graper, CFP®
January 15, 2016
Gifting assets outright is often an attractive strategy because of the simplicity, efficiency and relatively low risk involved. However, there may be times when it is more advantageous to make a gift to a younger family member in trust rather than outright. These advantages may include asset protection, tax planning and family control. Before we get into the mechanics...
Your Credit History: Building a Rapport With Lenders
Chris Lombardo, CFA
January 12, 2016
Having a good credit score can go a long way toward helping you achieve your long-term goals. Similar to how your resume and references say a lot about you as a potential employee, your credit score can open—and close—certain doors financially. When you purchase something on credit, you are being trusted to fully make good on the cost of the goods and/or services at...
2016 Economic Outlook: Change is in the Wind
Dave Donabedian, CFA
January 06, 2016
After a challenging 2015, we expect the investment landscape for 2016 will be defined by a new course for monetary policy and political leadership, a new primary catalyst for stocks, and an altered roadmap for credit markets and for energy. In our 2016 outlook, our Asset Allocation Team discusses five key themes that we believe will be critical talking points when considering the...
7 Money Moves That Financially Savvy Couples Make
Mary Beth Storjohann
December 31, 2015
[As the new year approaches, Atlantic Trust is counting down the top blog posts of 2015. The post below was originally published on June 10, 2015.] Did you know that disagreements around finances can raise your risk of divorce? It’s not unsurprising when you think about it — and you may even have personal experience with this fact if you’ve seen...
Make Year-End Tax Planning Part of Your Routine in 2016
Ryan Christine Coulson
December 30, 2015
[As the new year approaches, Atlantic Trust is counting down the top blog posts of 2015. The post below was originally published on Nov. 11, 2015.] Year-end tax planning should be a part of everyone’s annual financial routine, especially in light of the new rules and regulations governing various tax and estate planning strategies. With the new year fast...
Prenuptial Agreements: Preparing for "What If"
December 29, 2015
[As the new year approaches, Atlantic Trust is counting down the top blog posts of 2015. The post below was originally published on May 13, 2015.] For many couples, getting married is an exciting time filled with reflection, anticipation and hope. More than the union itself, marriage is an opportunity for two people to experience all the things that life...
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