CIBC Private Wealth Management Blog
Katie Bullen, CTFA
Wealth Strategies

How To Teach Your Adult Child Good Financial Practices

Katie Bullen
May 01, 2017

A 2013 Cambridge University study found that children form a portion of their money habits by the age of seven. As a result, those conducting this research recommend teaching your kids good financial practices as early as possible. If, however, your children are already grown and still haven’t quite found their financial footing, don’t despair. It’s never too late to start helping...
Wealth Strategies

6 Ways to Set Financial Resolutions You Can Actually Keep

Katie Bullen
February 06, 2017

A new year means a new set of resolutions to keep, hopefully beyond mid-February. Setting financial resolutions can be complex; on the one hand, having money-related goals can have a positive effect on your financial success, but on the other hand, you may have little success with resolutions and feel like the mere act of making a resolution dooms it to failure.     ...
Wealth Strategies

An 8-Step Plan To Creating A Budget You’ll Stick To

Katie Bullen
August 04, 2016

  Regardless of your current life stage, most working professionals are likely to agree that managing and sticking to a budget can be one of the most valuable skills a person can have. Yet for millennials, particularly those who are still adjusting to the realities and responsibilities of adult life, the very idea of going on a budget can be enough to make the whole body cringe. ...
G2G Impact

Pay Down Debt or Save for Retirement?

Katie Bullen
March 29, 2016

  It’s a catch-22 for many millennials beginning their careers or preparing for life’s other major milestones: Should you direct your financial resources toward paying down long-standing debts or adding to your retirement savings? Like many people, you may feel torn between the two.     As is the case with most financial questions, the answer will depend heavily on...

Asset Allocation: Making Sense of an Important Strategy

Katie Bullen
January 05, 2016

  Asset allocation is a common strategy that you can use to construct an investment portfolio. It isn’t about picking individual securities but rather about focusing on broad categories of investments and mixing them together in the right proportion to match your financial goals, the amount of time you have to invest and your tolerance for risk.       ...