CIBC Private Wealth Management Blog
Susan Farris, CFA
Wealth Strategies

Incorporating Insurance Into Your Wealth Protection Plan

Susan Farris CFA
August 05, 2016

  Insurance may very well be the only purchase a person makes without having any intention to use it. And yet, it plays an essential role in not only risk management, but also asset protection. Many different types of insurance are available for various circumstances, but today I would like to focus specifically on the subject of disability insurance.     Although...
Investments

Investment Fundamentals: What Are the Traits of a Good Investor?

Susan Farris CFA
April 28, 2016

Women in the U.S. control 51% of investable assets—or $14 trillion—and are expected to control $22 trillion by 2020, according to the BMO Wealth Institute. Women are the primary breadwinners in 4 in 10 American households with children under 18, and many will become the primary decision makers with respect to finances, as many women inherit twice: once from their parents and once by...