Proactive planning with low market values using gifts
Theresa Marx May 06, 2020
Do you have substantial assets that you want to pass on to beneficiaries now? Would you like to avoid erosion of your estate from recurring taxes every time assets are passed from one generation to the next?
Equity strategy performance: Q1 and beyond
Patricia Bannan, CFA May 04, 2020
As uncertainty continues, we believe our approach of investing in quality companies is the appropriate prescription to financially endure this crisis. CIBC Private Wealth highlights how our five largest equity strategies have performed this quarter, and how we are taking advantage of the market volatility in the midst of this pandemic.
COVID-19 fallout: An acceleration in de-globalization
Dave Donabedian, CFA May 01, 2020
Time will tell if COVID-19 does indeed accelerate de-globalization and what the extent of the impact may look like. In the meantime, we are considering what the shifts in longer-term investment underpinnings may be, including potential investment opportunities and risks as well as implications on the economy and financial markets.
Proactive planning with low interest rates using intra-family loans
Theresa Marx April 29, 2020
Do you have loved ones you want to help, but aren’t ready to give away significant assets yet? Would you like to take advantage of the low interest rate environment and transfer wealth in a cost-effective way with minimal transfer tax consequences?
Prospects for economic recovery
Dave Donabedian, CFA April 23, 2020
In this podcast, Chief Investment Officer Dave Donabedian shares insights on the current economic situation.
Proactive planning with low market values using a sale to a Grantor Trust
Theresa Marx April 20, 2020
Do you have a taxable estate and high-growth potential assets that have dropped in value? Would you like to transfer more of your wealth to future generations in a transfer tax efficient manner?
International markets in an uncertain world
Dan Delany and Matt Scherer April 17, 2020
How are international markets behaving in this uncertain world? Our International Growth Strategy team shares their insights on global markets in the current environment.
The math of the aftermath: Looking past the corona shock
Dave Donabedian, CFA April 15, 2020
We’re already giving thought to what the world will look like when we’re past the worst of the coronavirus.
Proactive Planning With Low Market Values Using Spousal Lifetime Access Trusts
Theresa Marx April 13, 2020
Would you like to transfer wealth to your family, but are concerned about relinquishing complete access to it now?
Federal Reserve announces lending program details on up to $2.3 trillion to support the economy
Gary Pzegeo, CFA April 09, 2020
The latest FOMC announcement provides further detail on programs already established.
Proactive Planning in Volatile Markets with Roth Conversions
Theresa Marx April 08, 2020
The current market downturn is an opportunity to potentially save on income taxes and generate income tax-free growth for retirement savings as markets recover. This could be accomplished through a Roth IRA conversion.
April Investment Bulletin
Bill Norris April 06, 2020
Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.
The intentional recession: Markers along the road
Dave Donabedian, CFA April 01, 2020
Listen to Chief Investment Office Dave Donabedian, CFA discuss recent economic developments.
The CARES Act: Key issues for individuals and businesses
Becky Milliman April 01, 2020
We provide a summary of key issues in the $2 trillion Coronavirus Aid, Relief, and Economic Security Act (CARES Act).
Benefits of a GRAT when market values are low
Theresa Marx March 26, 2020
Do you have assets that have dropped in value, but you expect those assets to recover over the next two or more years? Would you like to transfer some or all of that expected appreciation to your children or other beneficiaries?