CIBC Private Wealth Blog
13 Money Tips for Parents-to-Be
Mary Beth Storjohann
December 24, 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 27, 2015.] If you’re like many of us in our 20s, 30s and 40s, you haven’t taken the decision to start a family lightly. Choosing whether or not you want to have children (and then, you know, actually making it happen) is one of the biggest,...
Lifetime Gift Planning: New Strategies for Changing Needs
December 23, 2015
[As the new year approaches, Atlantic Trust is counting down the top blog posts of 2015. The post below was originally published on Sept. 30, 2015.] Most people recognize that an estate plan is about providing for those they love and doing so in a positive and empowering way. “I want to take care of the generations following me,” for instance, is a common...
10 Millennial Financial Planning Goals for 2016
Mary Beth Storjohann
December 22, 2015
[As the new year approaches, Atlantic Trust is counting down the top blog posts of 2015. The post below was originally published on Oct. 14, 2015.] Being in your 20s and 30s means experiencing many life milestones—and watching your peers go through the same. With all the exciting, new and different things happening to you and your friends, it’s easy...
The Expression of Family Values and Meaning
December 17, 2015
Holiday traditions usually reflect family values systems, including traditions around food, culture and giving. We spend time around the holiday table together, exchange gifts and reminisce about those no longer with us while also reflecting on what really matters in our lives and what family means to us. During this celebratory family time, we have the potential to...
Ringing in the Holidays With Atlantic Trust in Houston
December 16, 2015
The Atlantic Trust Houston office chose the Bayou Bend Collection and Garden in Houston’s historic River Oaks neighborhood as the site for its December 8 holiday party. Housing one of the world’s finest showcases of American furnishings, silver, ceramics and paintings, this Museum of Fine Arts, Houston, location also houses Hogg Mansion, former home of noted Houston civic leader and...
Interpreting Your Credit Report
Chris Lombardo, CFA
December 15, 2015
Credit seems to be one of those things that we cannot avoid. For many millennials, the thought of having a credit card (and the additional debt that having one implies) is unappealing. Yet, having good credit can provide you with financial flexibility and security. For example, few people are able to (or want to) purchase a new home or car with cash alone. Or, if you...
Women's CIRCLE: Reflections on 2015 and the Year Ahead
December 10, 2015
Our Women’s CIRCLE (Centered on Investments, Relationships, Community, Legacy and Enterprise) initiative truly blossomed in 2015. This year, we hosted five events in four U.S. cities, focusing on different investment, legacy planning and financial topics, and also launched a brand new web portal. When we launched this initiative, our goal was to speak directly to our...
Imaginative Eats, Inspired Art at Atlantic Trust's Art Basel Event
Brent Fykes, CFA, CFP®
December 09, 2015
Last week, Miami Beach opened its arms to art lovers from around the world to the 2015 North American Art Basel event. Art Basel, which stages the world's premier modern and contemporary art fairs, drew nearly 70,000 visitors to experience special exhibitions at museums and galleries across the city. The event featured hundreds of paintings, sculptures, installations, photographs,...
Retirement Basics: The 401(k) Plan
John Switchenko, CTFA
December 08, 2015
The 401(k) plan is the most popular employer-sponsored plan in the United States, with nearly 80% of full-time workers having access, according to the American Benefits Council. Despite its widespread popularity, however, many participants are still not sure exactly what a 401(k) account is or how to benefit from one. Originally conceived as a supplement to traditional...
Are Women Saving Enough for Retirement?
December 03, 2015
In our youth, we all shared similar impressions of retirement—trading our 9-to-5 jobs to relax on beautiful, exotic beaches, adding stamps to our passports or perhaps embarking on a quest for the perfect overseas shopping destination. But as we get older, questions begin to emerge about what we really mean when we think about a “comfortable retirement,” and, perhaps...
Cybersecurity: Staying Safe in a Digital Age
Mark Frazier, CFA
December 02, 2015
Noted cybersecurity expert David Papp visited our Austin office on November 17 for a dynamic discussion about ways to stay safe while still leveraging the Internet’s vast array of tools and resources. Prior to David’s presentation, Atlantic Trust Chief Investment Officer David Donabedian shared his insights into the current status of global financial markets and how uncertainty can...
Recap: Atlantic Trust's G2G Impact After Hours Event in Atlanta
Duncan Edwards, CFP®
December 01, 2015
Atlanta hosted the latest edition of Atlantic Trust’s G2G (Generation to Generation) Impact After Hours event on Tuesday, November. 17. The event was a collaboration between Atlantic Trust and Nexus Global Youth Summit, a global organization whose mission is to “catalyze new leadership and accelerate global solutions” by uniting young investors, social entrepreneurs and philanthropists...
The Year Ends... And a New Year Begins
November 25, 2015
The end of the year is always a special time for reflection over the 12 months that have passed. It’s also a time of renewal—of looking forward—to what is to come. This is certainly the case from a financial perspective: There is work to be done; but also, there are opportunities to be seized and lessons to be learned. And, as the days get shorter and the holidays...
Defining and Understanding Investment Risk
Kyle Marotta, CFP®
November 24, 2015
Every investment carries some degree of risk, including the potential loss of principal, and there is no guarantee that any single investment strategy will be successful. That’s why it makes sense to understand the different kinds of risk, as well as how much risk you are comfortable taking, and to learn ways to manage it. Generally, when financial advisors or the media...
12 Fraud Awareness Tips to Protect Yourself Online
November 19, 2015
With the holiday season approaching, this year is set to break records for the number of purchases made online. In addition to all of the gifts to be bought, parties to be booked and special little “I deserve it” purchases, there may be a few surprises lurking in dark corners. Sadly, when it comes to dark corners of the Internet, they aren’t all dark and they aren’t all in corners. Information...
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