CIBC Private Wealth Blog
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Asset Publisher

June 27, 2022
The downside risk to bonds may be smaller than you think
Does the current market environment have you thinking twice about adding bonds to your portfolio?
Blogs

What to know about recently proposed transfer tax legislation
Caroline McKay
April 13, 2021
Are you looking for some clarity on what to expect on the tax policy landscape? For those considering wealth transfer, the most comprehensive bill on the legislative agenda right now is the 99.5 Act. Its provisions, and some possible action items, are summarized below.

Is it 1999 again? Finding Opportunity Amidst Irrational Exuberance
Sid Queler
April 12, 2021
Is your portfolio positioned to benefit from improving economic growth and rising interest rates?

April Investment Bulletin
Bill Norris
April 07, 2021
Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.

Three topics to understand as you start your trust planning
Halsey Schreier
April 07, 2021
Considering a trust as part of your wealth planning?

Are you prepared for when rates rise?
Patti Mertens
April 06, 2021
With holistic strategies in place across private wealth, commercial banking and capital markets, our team can help you manage in a low-rate environment and get ahead of rising rates down the road.

Bitcoin is a phenomenon: But is it a good investment?
Dave Donabedian, CFA
March 19, 2021
Investors want to cut through the noise and get to the real question: Is Bitcoin a good investment? Find out what our experts think.

FOMC meeting - no material change
Gary Pzegeo, CFA
March 18, 2021
A summary of the Federal Open Market Committee’s meeting of March 17, 2021.

Protect yourself against financial fraud during the pandemic
Thomas Schultz
March 16, 2021
Financial fraud is increasing, and it is affecting consumers and businesses alike. Learn how you can protect yourself from online fraudsters.

Financial planning for young adults: Income tax tips
Halsey Schreier
March 12, 2021
For a lot of young people, especially those who are beginning to get a handle on their finances, tax filing can be a dreaded task, and strategic tax planning may seem like a major undertaking.

March Investment Bulletin
Bill Norris
March 04, 2021
Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.

Investing opportunities in emerging markets
Matt Scherer, CFA
March 01, 2021
The emerging market landscape is evolving and there is now a broader set of potential opportunities available for investors.

Wondering what additional planning opportunities to consider now that you’ve used much, or all, of your gift tax exemption?
Caroline McKay
February 24, 2021
Four planning ideas that can help further your wealth planning goals

The Buzz About Bitcoin
Dave Donabedian, CFA
February 22, 2021
Bitcoin has received plenty of headline attention, yet it remains a mystery to experienced and casual investors alike.

Considering how to take advantage of current gift tax exemption amounts, but concerned about changing legislation?
Caroline McKay
February 17, 2021
Three ways to build flexibility into your planning.

PAM recognizes CIBC Private Wealth for 10th consecutive year
Jack Markwalter
February 16, 2021
On February 10, CIBC Private Wealth Management received its 11th investment-related Private Asset Management Award.