CIBC Private Wealth Management Blog
Joe Waldvogel, CFP®, CAIA®

Asset Publisher

Wealth Strategies

Summarizing the Consolidated Appropriations Act

Theresa Marx
January 20, 2021

On December 27, 2020, President Trump signed the Consolidated Appropriations Act, 2021 (CAA)[1] into law. The CAA incorporates several pieces of legislation and is focused on both funding the government through its fiscal year and providing various forms of relief to individuals and businesses in response to economic hardship caused by the on-going coronavirus pandemic. Below is a...
Wealth Strategies

Personal Finance for Young Adults: Digital Assets - Know What They Are and How to Protect Them

Halsey Schreier
January 19, 2021

Listen to the podcast What will happen to your bitcoin when you’re gone? Do you know who will be able to access to your email, social media accounts, online subscriptions and memberships, rewards points, and other digital assets such as your online dating profile?  We live in an increasingly digital world. And as many of us have become more dependent on technology in our day-to-day...

January Investment Bulletin

Bill Norris
January 04, 2021

December key drivers As we have seen for much of the latter part of 2020, markets moved higher in December despite the continued surge in the virus and the ongoing impact on the global economy. Boosted  by optimism of “turning the corner” on the virus, the S&P 500 gained close to 4% during the month, while the Russell 2000 Index rose more than 8%. Outside of the US, emerging markets...