The Connection e-Newsletter
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June 2021
Investing for the future you care most about
History of safari
Three considerations for today's modern families
Possible capital gains tax hike ahead
Active vs. passive investing
May 2021
The fiscal debate in Washington: A bond investor’s perspective
Around the world event series: Bali and the art of deception
Preserving family wealth
Will the infrastructure plan help or hurt your portfolio?
April 2021
Economy: Pricing in a global recovery
Inflation: Could this time be different?
Spotlight: Middle market companies
What to know about recently proposed transfer tax legislation
Inside the great pyramids
Proactive wealth planning
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