CIBC Private Wealth Blog
Supreme Court Ruling on Same-Sex Marriage
July 22, 2015
Recently, the U.S. Supreme Court again addressed the issue of same-sex marriage, this time in a series of cases collectively known as Obergefell v. Hodges. The Court also addressed this issue in 2013, in United States v. Windsor, where in that case, the Supreme Court held that a marriage between a same-sex couple shall be recognized for purposes of federal law if the marriage was...
The Best Defense Against Unwanted Healthcare Surprises
July 08, 2015
My dad arrived home from Florida on May 15 in preparation for a June 1 surgery date for a total hip replacement. During that brief period, we attended two physician appointments, an educational class specifically on the topic of hip replacements and pre-admission testing. We also prepared for the remote possibility that following the surgery, he would need short-term rehabilitation in a...
He For She: How Fathers Matter
June 24, 2015
[Note: This blog was written by Melissa Donohue, a financial education specialist. In addition to being the founder of Financial Nutrition, Melissa also serves as an external expert and strategic consultant for Atlantic Trust’s Women’s CIRCLE program. Her original post first appeared on financialnutrition.com and is reprinted here...
Atlantic Trust Launches Women's CIRCLE
June 17, 2015
We are pleased to announce the launch of Atlantic Trust’s Women’s CIRCLE (Centered on Investments, Relationships, Community, Legacy and Enterprise) program, a financial literacy program to inform and empower women about critical wealth management topics. Through a combination of special events, educational content and other resources, CIRCLE aims to equip women of all...
7 Money Moves Financially Savvy Couples Should Make
Mary Beth Storjohann
June 10, 2015
7 Money Moves Financially Savvy Couples Should Make [Note: The following post was written by Mary Beth Storjohann, CFP®, a writer, speaker, financial coach and the founder of Workable Wealth. Mary Beth specializes in working with individuals and couples in their 20s and 30s and was recently featured as the keynote speaker for Atlantic Trust’s G2G After Hours...
Welcoming New Senior Hires in California and Texas
June 03, 2015
We are very pleased to announce two team additions and two appointments that will enhance the client experience and drive growth in our Texas and California offices: • John W. Winslow, CFA, recently joined the firm as senior relationship manager and managing director, overseeing the Dallas and Austin regions • Mark E. Frazier, CFA, senior relationship...
13 Money Tips for Parents to Be
Mary Beth Storjohann
May 27, 2015
[Note: The following post was written by Mary Beth Storjohann, CFP®, a writer, speaker, financial coach and the founder of Workable Wealth. Mary Beth specializes in working with individuals and couples in their 20s and 30s and was recently featured as the keynote speaker for Atlantic Trust's G2G After Hours event. The original post first appeared on her blog...
Understanding the Internet of Things
May 20, 2015
If you’re a complete newbie to the world of technology, you might find yourself scratching your head when you hear about “The Internet of Things.” In this post, I’ll shed a little light on this modern phenomenon that’s all about increasing interconnectivity in virtually all aspects of our day-to-day living. First of all, what is the Internet of Things? Due to the...
Prenuptial Agreements: What to Know Before Tying the Knot
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 has to offer while building a new future together. Despite all the best intentions that accompany a new marriage, however, we must also be...
When Should You Start Planning for Medical Expenses in Retirement?
Art Graper, CFP®
May 06, 2015
According to CNBC, the Healthcare Research Institute projected in June 2014 that average healthcare expenses are expected to rise at a rate of 6.8% in 2015. The impact of these rising costs is of particular concern for retirees, for whom healthcare spending generally increases with age as the need for care increases. Of course, the rising cost of medical expenses is...
FOMC Meeting Uneventful, As Anticipated by Markets
Gary Pzegeo, CFA
April 29, 2015
The FOMC conceded that recent economic activity has been hampered by transitory factors and made no change to policy. Markets were expecting this to be an uneventful meeting, since the Fed previously stated that the April meeting was not likely to be one at which rates were increased. Following is a summary of the statement the Fed released. ...
Delaware: Atlantic Trust’s New Trust Services Offer Big Trust Advantages
April 22, 2015
Trusts have long played an important role in modern wealth planning: They not only offer broad flexibility to help structure and manage assets, but can also help reduce administrative costs and delays at death and provide substantial estate and gift tax savings. However, trust laws vary from state to state, and not all trusts are created equally. Among the...
When Money Gets Personal
April 15, 2015
[Note: This blog was written by Melissa Donahue, a financial education specialist. In addition to being the founder of Financial Nutrition, Melissa also serves as an external expert and strategic consultant for Atlantic Trust's Women's CIRCLE program. Her original post first appeared on financialnutrition.com and is reprinted here...
Atlantic Trust Heads to the Sunshine State
April 08, 2015
We are pleased to announce the opening of Atlantic Trust’s newest office in West Palm Beach, Florida. The new office—our 13th nationwide—is part of our overall strategic plan to expand into important wealth markets throughout the country in order to better serve our new and existing clients. We’ve been on a controlled and thoughtful growth trajectory...
Beware of Frauds on Your Friends List
April 01, 2015
[Note: This blog was written by David Papp, a leading technology consultant and social media expert. The original post first appeared on davidpapp.com and is reprinted here with the author’s permission.] Billions of people are on social media these days. For those with bad intentions, that’s a worldwide pool of potential prey for them to victimize. We’ve all come across a “fake”...