Investments

Doing Well by Doing Good: Responsible, Sustainable and Impact Investing

John Tennaro, CIMA®
September 08, 2017

Socially responsible investing can complement investment portfolios and charitable giving strategies while uniting families around a common passion for good.
Wealth Strategies

Creating Your Family Legacy—Key Principle #2: Evolving a Healthy Family Wealth Culture

Linda Beerman
September 06, 2017

This third part of the four-part Creating Your Family Legacy blog series focuses on the second of three key principles of legacy planning, “evolving a health family wealth culture.”
Firm News

Expanding Our Chicago Presence—Geneva Advisors Joins CIBC Atlantic Trust

Jack Markwalter
September 01, 2017

We are pleased to announce that CIBC Atlantic Trust Private Wealth Management has completed its acquisition of Geneva Advisors, a private wealth management firm headquartered in Chicago
Wealth Strategies

Creating Your Family Legacy—Key Principle #1: Integrating Family Wealth Planning

Linda Beerman
August 29, 2017

This second part of the four-part Creating Your Family Legacy blog series focuses on the first of three key principles of legacy planning, “integrating family wealth planning.”
Investments

Is Inflation Whipped?

Dave Donabedian, CFA
August 24, 2017

In 1974, President Gerald Ford encouraged all Americans to wear "WIN" buttons (Whip Inflation Now) as a way to rally the country against the inflationary spiral that was causing major economic dislocations and rapidly rising interest rates. Fast forward to 2017, and today’s WIN button could stand for “Where’s Inflation Now?”
Wealth Strategies

Communication is the Key to a Healthy Family Wealth Culture

Ryan Christine Coulson
August 24, 2017

Communication is the most vital component in any relationship, whether personal or professional because communication serves as the foundation of trust.
Wealth Strategies

Creating Your Family Legacy: An Introduction to Legacy Planning

Linda Beerman
August 22, 2017

Wealth is not just money, and it takes much more than the simple accumulation of material assets to achieve success.
Wealth Strategies

4 Things You Need to Do Before Leaving for a Big Trip

Cathy Schnaubelt
August 03, 2017

It’s unfortunate, but travel leaves your assets more vulnerable than you might think, so making financial plans in advance of your travel is crucial.
Investments

Recognizing the Value of Active Management

Dave Donabedian, CFA
August 02, 2017

Back in May, we started a discussion on active vs. passive investing and argued that there are many instances in which active management is likely to deliver better results.
Investments

Federal Reserve Leaves Rates and Balance Sheet Unchanged

Gary Pzegeo, CFA
August 01, 2017

The FOMC left its target range for federal funds unchanged at 1.0% to 1.25% and did not provide a launch date for its anticipated balance sheet reduction.
Wealth Strategies

Unclaimed Property: What It Is and Why It's Important

Jason Stoneman, CFA
July 27, 2017

It’s important to have a clear view of your finances; it’s even fairly common to accidentally leave assets unnoticed.
Wealth Strategies

How to Prepare Financially for Cognitive Decline

Ryan Christine Coulson
July 26, 2017

Here are three ways to prepare if you or a family member may be facing a disease characterized by cognitive decline.
Wealth Strategies

5 Financial Priorities to Pass on to Your Kids

Halsey Schreier
July 18, 2017

Helping your children make financial decisions is a good thing, but it may be even better to teach them financial priorities that will guide their decision-making over the course of a lifetime.
Firm News

CIBC Announces Agreement to Acquire Geneva Advisors

Jack Markwalter
July 07, 2017

Download PDF   We are pleased to announce today that CIBC will be acquiring Geneva Advisors , a private wealth management firm headquartered in Chicago with US$8.4B in assets under management and a team of approximately 100 client-focused employees ( see press release ). They will join our CIBC Atlantic Trust Private Wealth Management team when the transaction closes in the fourth...
Investments

Investors Beware…Of Investors

Scott Burg, CFA, CAIA
June 29, 2017

Last month’s investment article highlighted the debate surrounding active vs. passive investment, framed by the notion that most professionally managed funds have struggled to keep up with indices in recent years.