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Simmering on the back burner: the national debt

Sid Queler
October 11, 2021

The national debt of the United States is bigger than the American economy. 

Wealth Strategies

Proposed tax reform may impact those with life insurance owned in an irrevocable trust

Caroline McKay
October 11, 2021

A new proposal introduced in the House of Representatives may eliminate the estate tax benefits of these arrangements. Understand how, and what you may want to consider doing to mitigate its impact on your planning.

Wealth Strategies

Getting to the finish line before tax reform 

Theresa Marx
October 07, 2021

Recently, the House Ways and Means Committee introduced proposals for new tax legislation. While these provisions are still in their preliminary form, it is important to understand the impact of the proposals, including potential changes to popular trust arrangements. 

Investments

October Investment Bulletin

Bill Norris
October 05, 2021

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

Investments

Q&A: Inflation insights

Dave Donabedian, CFA
September 15, 2021

From the desk of CIBC Private Wealth Chief Investment Officer, Dave Donabedian, CFA

Investments

Profitable summer … frenetic fall?

Dave Donabedian, CFA
September 15, 2021

The stock market has experienced a remarkable run despite pockets of speculation around the fringes. What might change?

Wealth Strategies

Protecting what is yours: financial risks of divorce 

Amanda Regnier
September 13, 2021

Considering a prenuptial agreement? Here are some things you should know.

Wealth Strategies

Protecting those you love: personal safety risk

Amanda Regnier
September 09, 2021

There are a number of safety risks that can personally affect you and your family. Do you have a plan for assessing these risks and reducing vulnerabilities? 

Investments

China’s heightened regulatory oversight shakes investor confidence

Sid Queler
September 08, 2021

China has the largest economy in the world, but it’s still an emerging market.

Wealth Strategies

Protecting what you have built: household, liability and online risk

Amanda Regnier
September 07, 2021

Risks come in different forms. Do you know what to be look out for and how to protect yourself against them?

Wealth Strategies

Protecting who you are: reputation risk

Amanda Regnier
September 02, 2021

We share our recommendations on how to best protect your reputation.

Wealth Strategies

Protecting your wealth: asset protection

Amanda Regnier
August 31, 2021

Consider these four tactics as you think about protecting your family wealth.

Investments

The great investment strategy debate: active or passive management?

Sid Queler
August 27, 2021

Understanding the difference between active and passive strategies is important.

Wealth Strategies

Building blocks for an effective and flexible trust

Theresa Marx
August 16, 2021

What should a grantor consider when creating a trust?

Investments

China: Growth optimism despite geopolitical tensions

Dan Delany and Matt Scherer
August 12, 2021

The Chinese government has recently escalated regulatory oversight of certain sectors and foreign listings. While this may be a cyclical phenomenon, the intensity of the current period may have some investors questioning the growth tradeoff in this market.

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