I’m Frances Boatwright, a senior equity trader at CIBC Private Wealth, and I’m sheltering at home in front of four computer screens. I am proud to say that I didn’t miss a beat when the COVID-19 pandemic closed the company’s Atlanta office.

Are you a young professional interested in starting to invest? Is your experience limited, or are you unsure of where to begin? Or do you have kids that you want to teach investment fundamentals to in order to help them get started early on a path toward prosperity?

Are you the parent of a young adult who has recently ventured out into the workplace? Do you want to help your children learn about investing fundamentals in order to prepare them for a healthy financial life?

Why we aren’t worried—through the lens of two flagship strategies.

There is no question that the federal government has aggressively inserted itself into the middle of the COVID-19 recession. In March and April alone, the announced economic support and rescue programs exceeded $5.6 trillion—26% of gross domestic product (GDP).1 This does not include the Federal Reserve’s reinstatement of massive quantitative easing.

Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.

In this podcast, Head of Fixed Income Gary Pzegeo, CFA, describes the current state of the muni market and provides our outlook for investors in this space.

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?

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.

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.

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?

In this podcast, Chief Investment Officer Dave Donabedian shares insights on the current economic situation.

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?

How are international markets behaving in this uncertain world? Our International Growth Strategy team shares their insights on global markets in the current environment.

We’re already giving thought to what the world will look like when we’re past the worst of the coronavirus.