CIBC Private Wealth Management Blog
Ryan Christine Coulson
G2G Impact

Wealth Your Way Podcast: Are Your Investments In Your Social Circle?

Ryan Christine Coulson
November 13, 2018

Recently, societal impact investing has become more mainstream, popularized by younger generations wanting to “do better by doing good” with their investments. Socially responsible investing (SRI) and environmental, social, and governance (ESG) investment strategies offer investors the opportunity to invest with passion and purpose in addition to the long-term goal of earning financial...
Wealth Strategies

Alternative Assets: Not Your Grandfather’s Investment Portfolio

Ryan Christine Coulson
October 16, 2018

After building a portfolio of traditional stock and bond investments, some investors become curious about including alternative assets in their portfolios for additional diversification benefits. While hedge funds, private equity, and venture capital are investment opportunities often associated with the financial elite, not all alternative assets are reserved for the ultra-wealthy. However,...
G2G Impact

Podcast: Mutual Fund Basics - The Power of Numbers

Ryan Christine Coulson
September 18, 2018

Although stocks and bonds are traditionally considered the building blocks of an investment portfolio, few investors have the time or resources to select individual securities themselves. Instead, mutual funds are widely used by investors to access a professionally-managed, diversified portfolio of securities without the requirement of a large investment. If you have a 401(k) account, you are...
G2G Impact

Podcast: Stocks and Bonds

Ryan Christine Coulson
August 21, 2018

If you are just beginning to invest your money—or simply thinking about it—the proper mix of investments depends on your unique circumstances and goals. Factors like age, current income and earnings potential, and the amount of credit card or student loan debt you may have will all impact this decision. Although there is no one-size-fits-all approach to investing, understanding the key...
G2G Impact

Podcast: Asset Allocation: Location, Location, Location

Ryan Christine Coulson
July 31, 2018

If your employer offers a 401(k) plan, one of the decisions you need to make when enrolling is which investments to hold in your account and in what proportion. Typically, your plan will offer a variety of investment options across multiple asset categories, geographic regions, or investment styles, and while many participants default to selecting every investment option in equal amounts, a...