CIBC Private Wealth Blog
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...
Gather Near for Women's CIRCLE and Family Traditions That Flourish
November 13, 2015
Atlanta felt the warmth of the holiday spirit earlier this week as our professionals hosted the latest Women’s CIRCLE event at the Jonathan Adler Showroom. Taking note of the rapidly approaching holiday season, our gathering—held on November 9—was designed to give attendees new ideas and inspiration for creating meaningful family traditions and experiences. The luncheon...
Year-End Tax Planning Checklist: What You Should Know
Ryan Christine Coulson
November 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 approaching, our Wealth Strategies Group has provided the following checklist that may serve as a starting point for your year-end tax planning: ...
The Strengths and Tradeoffs of Savings Accounts
John Switchenko, CTFA
November 10, 2015
According to a study published earlier this year by eBay Deals, roughly 85% of millennials are putting at least some of their income into savings accounts. Although the study reported that millennials are saving more than their parents and grandparents, savings only addresses one portion of an individual’s bigger wealth picture. Still, it’s important to understand the...
Serving Up Entrepreneurial Empowerment in Boston
November 06, 2015
On Tuesday, October 27, Atlantic Trust hosted a Women’s CIRCLE luncheon centered on entrepreneurship at TAJ Boston, overlooking the Boston Public Garden. The luncheon featured guest speakers Joanne Chang, owner of renowned Boston bakery Flour, and Erika Ebbel Angle, CEO and co-founder of biotechnology startup Ixcela. True to the event’s theme, “The Spirit of...
Your Wealth and Your Taxes
November 05, 2015
When the American Taxpayer Relief Act of 2012 (ATRA) was passed on January 1, 2013,people took note of the good and the not-so-good. Details of the first permanent set of estate, gift and generation-skipping transfer (GST) tax provisions in 12 years came with the obstacle of a 3.8% Medicare surtax for those with an adjusted gross income of $250,000 and above. The combination of the surtax with...
Credit Cards: What to Know About Managing Debt and Expenses
Duncan Edwards, CFP®
November 03, 2015
Credit cards are sometimes viewed as a way to have your cake and eat it, too. Instant gratification comes when you see an item that you want and are able to purchase it without having to relinquish the funds right away. That manner of thinking makes using credit cards almost an absentminded occurrence, which can be very dangerous. The truth is that the use of credit cards can be quite...
Atlantic Trust Sponsors ACTEC Fall 2015 Meeting
November 03, 2015
Atlantic Trust proudly sponsored the President’s Welcome Dinner at the American College of Trust and Estate Counsel (ACTEC)’s recently concluded Fall 2015 meeting in Monterey, California. ACTEC President Bruce Stone and his wife, Anita, hosted, and I was joined by my colleagues Wanda Colburn, Ryan Christine Coulson, Judith Saxe and Richard Vandenberg. ...
Atlantic Trust Lends a Helping Hand in Houston
October 30, 2015
Atlantic Trust has a rich heritage of community involvement and takes great pride in reaching into the neighborhoods where we live and work to serve. Being a part of the volunteer family at the Ronald McDonald House Charities (RMHC) enriches our outreach by offering a helping hand to this well-deserving organization. Our Houston office has nurtured an ongoing...
Medicare Enrollment: Two Reasons to Reassess Your Plan Each Year
October 28, 2015
Once again, Medicare Open Enrollment season is upon us. And, even if you are not yet eligible for Medicare, it’s important to pay attention, because chances are, someone you care about is. They may need your help in managing this process. With increased advertising for Part C Medicare Advantage Plans, Part D Prescription Drug Plans and Medicare Supplemental Plans, the...
A Global View: Understanding the Significance of China's Slowdown
Gary Pzegeo, CFA
October 21, 2015
Until recently, China was a country that defined the word “growth”: Its economic expansion during the last three decades was about 10% a year, while the majority of its population saw double-digit wage growth for the past decade—including the minimum wage, which doubled in many cities in less than five years, according to data cited by Bloomberg Business, Matthews Asia and The New York...
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