The Connection e-Newsletter
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March 2021
Part 2: Bitcoin is a phenomenon: But is it a good investment? 
Spilling the tea on global markets and exchanges - Around the World Event Series: Japanese tea ceremony
- Protect yourself against financial fraud during the pandemic
- Three ways to build flexibility into your planning
- Four planning ideas that can help further your wealth planning goals
- Personal finance for young adults: Charitable planning
February 2021
- Emerging opportunities in emerging markets
- Mexico beyond the beach: Mayan ruins and ritual
The buzz about Bitcoin - Considering whether life insurance fits within your wealth plan?
January 2021
- Economic and financial markets outlook
- A summary of the Consolidated Appropriations Act
- Digital assets—Know what they are and how to protect them
- The impact of Brexit on the British economy
December 2020
- Liftoff: Why this time should be different, and better
- The future of education: Q&A with Tim Daly, CEO of EdNavigator
Listen to the podcast 
The upcoming impact of California Proposition 19- Personal finance for young adults: Risk management with property and casualty insurance
- Fraud prevention during the holidays
- Four topics to explore to help you make better healthcare decisions
- Are you thinking about filing for social security? Five factors to consider
November 2020
October 2020
- US election implications: Impact on financials and energy sectors
- Family wealth planning in 2020
- Are you being asked to administer a loved one’s estate?
- Legacy of COVID-19 series: The future of healthcare
Listen to the podcast
September 2020
- US election implications: Impact on technology and healthcare sectors
- Income tax impact: Planning this election year
- Legacy of COVID-19 series: Artificial intelligence and healthcare
- Ushering in the clean energy transition
August 2020
- Legacy of COVID-19 series: Biotech and the pandemic
- Elections & financial markets series, part 2: The state of the race
- Elections & financial markets series, part 1: What history tells us
- 2020 Presidential candidates tax proposals
- CIBC virtual speaker series: The Great Reset
- Personal finance for young adults: Strategic philanthropy
- While you were sleeping: CIBC’s Foreign Exchange Team works 24/7 for clients
- How utilities are capitalizing on clean energy
July 2020
- Q3 Economic and market outlook
- Personal finance for young adults: Understanding credit
- What to read and watch this summer
June 2020
- Virtual Event Series: Navigating the 2020 election amidst COVID-19 and civil unrest
- Adapting to a changed landscape: Debt and deficits
- Investing fundamentals for young adults: Mutual fund basics
- How CIBC Private Wealth’s equity trading desk is navigating the COVID-19 crisis
May 2020
- Making sense of the muni market
- Proactive planning with low market values using gifts
- After covid-19: adjusting to a changed landscape: The size and scope of government
- Equity analysis: Big tech benchmark concentration
- Investing fundamentals for young adults: Asset allocation
- The intentional recession—markers along the road
- Investing fundamentals for young adults: Understanding risk
April 2020
- Prospects for economic recovery
- Six-part podcast and blog series: Proactive planning during a time of uncertainty and volatility
- The math of the aftermath: Looking past the corona shock
- This changes everything: Outlook for markets and wealth planning in the midst of a pandemic
- The CARES Act: Key issues for individuals and businesses
- The intentional recession—markers along the road
March 2020
- Financial markets update: Headwinds Intensify
- CIO Market Update
- Equity Market Update in Response to COVID-19
- Covid-19 And The Markets: Addressing Four Big Questions
- Proactive Planning In A Time Of Uncertainty And Volatility
- Hear from our portfolio managers: Focus on facts in international markets
- Benefits of a GRAT when market values are low
February 2020
- Resetting global growth expectations:
A look at the potential impact of the Coronavirus - What's ahead for the Fed?
- Webinar: The SECURE Act and Its Implications
- Administration of Estates:
Demystifying a daunting process
November 2019
- Understanding Your Private Equity Returns
- Year-End Tax Planning Check List
- Strategies for Navigating Healthcare
- Cross-Border Estate and Tax Planning
September 2019
- ESG Is More Than Just Three Letters
- 5 Gifting Strategies That May Work for You and Your Family
- What Are Repurchase Agreements?
- Navigating a Changing Healthcare System
August 2019
- Is a Global Sovereign Debt Crisis Imminent?
- 3 Issues to Consider for the Ultimate Sale of Your Business
- International Update: Nonlinear Second Quarter
- What Makes Delaware Law So Special?
- How Is Your Portfolio Doing?
June 2019
- Financial Markets: A View at Midyear
- Webinar: Navigating the Changing Healthcare System
- Selling your business outside the family? Walk, don’t run, for the exit.
May 2019
- Trade War Impacts Are All in Your Head
- Are you and your family ready for a business transition?
- Women's Circle - Events in Your City
- China - Why Now?
April 2019
March 2019
- What has Changed at the Fed?
- Finding Your Way Through Divorce?
- 4 Reasons Businesses Should Consider Refinancing
February 2019
- What Is Driving the Change in Investor Sentiment?
- Financial Planning: What Does It Mean? Why Is It Important?
- Helping a Company—And Its Executives—Through Transition
- Managing Sudden Wealth: What's Next?
January 2019 Special Edition
December 2018 Special Edition
November 2018
October 2018 Special Edition
September 2018
- Investing in China
- Podcast: Achieving Financial Independence With a Savings Plan
- It's Never Too Early to Plan
August 2018
- Emerging Markets: Looking Through the Storm
- Managing the Transition from Small Business Owner to Family Wealth Manager
- G2G Impact Podcast: Debt and Credit Management
- Understanding the 4 P's of Life Insurance