Weekly market perspective
October 22, 2026David L. Donabedian
Insights
Perspectives to help guide your wealth decisions
Explore expert insights on markets, investing and wealth planning from CIBC Private Wealth.
Market perspectives
Timely views from our leaders on what’s shaping the markets
Featured insights
Resources
Guidance for every stage of your wealth journey
Explore practical guidance across planning, investing and preserving your wealth.
Themes
Estate planning
Beyond the balance sheet
Comprehensive wealth planning is about more than tax efficiency, investment strategy and the orderly transfer of financial assets. It is also about helping families prepare for the practical and emotional realities that come with wealth transfer.
Estate planning
Estate Planning Fundamentals: How to Plan for Tangible Personal Property
Tangible personal property such as jewelry, artwork, collectibles, and family heirlooms can create conflict in estate administration if your wishes are unclear. A strong estate plan can help protect your intentions, reduce disputes, and make transfers easier for your loved ones.
Estate planning
A new cost for certain NYC homes
A recent New York City pied-à-terre surcharge is drawing attention from owners of high-value residential properties, particularly those who maintain a home in the City and it is not their primary residence.
Philanthropy
Upcoming changes to charitable tax deductions: What you need to know
The One Big Beautiful Bill Act, signed into law in July 2025, will change the rules for charitable tax deductions starting January 1, 2026. These changes may reduce tax savings many households currently enjoy.
Philanthropy
Share the love: Five philanthropy tips for February
February is the month for Valentine’s Day and full hearts. It is also the perfect time to reflect on how we can give back to our communities and make a meaningful impact.
Philanthropy
Qualified charitable distributions: Tax-free donations from your individual retirement account
If you are charitably inclined and have taxable IRAs that generate distribution amounts larger than you want or need, you may want to consider making a qualified charitable distribution (QCD) this year.
Updates and commentary
