Wealth Strategies

6 Things A Financial Advisor Can Help You With This Year

Gio Boccia, CFP®
May 09, 2017

Understanding how to utilize your financial advisor and when to reach out to them takes time. An advisor can be an invaluable resource; he or she can help you chart a financial path that eases your money concerns and makes you proud of what you’ve accomplished thus far. As you figure out what the rest of 2017 looks like, you can decide what you’d like your advisor to support you...
Firm News

2017 and Beyond: Oil & Gas Outlook Event Speaker Series

John Winslow, CFA
May 05, 2017

Texas has long been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, CIBC Atlantic Trust held three events last week in Houston (the energy capital of the U.S.) and Dallas . These interactive, dynamic sessions involved more than 100 highly engaged participants. Speaking first was CIBC Atlantic Trust...

Federal Reserve Leaves Rates Unchanged, As Expected

Gary Pzegeo, CFA
May 03, 2017

The FOMC elected to keep policy rates unchanged at its May 3rd meeting and their press release gave no indication that the Committee disagreed with current market expectations for another increase in June.  The Fed acknowledged weakness in first quarter data, but appears to expect it to be a temporary condition.  Following is a summary of the FOMC’s statement. Growth ...
Wealth Strategies

How To Teach Your Adult Child Good Financial Practices

Katie Bullen, CTFA
May 01, 2017

A 2013 Cambridge University study found that children form a portion of their money habits by the age of seven. As a result, those conducting this research recommend teaching your kids good financial practices as early as possible. Here are nine ways to teach your adult child good financial practices:

After Healthcare Reform Failure, What’s Next for Tax Policy?

Dave Donabedian, CFA
April 20, 2017

A summary of our Q2 Tax Policy and Investment Outlook Webinar.
Wealth Strategies

Aligning Philanthropic Vision with Your Mission and Values

Judy Saxe, AEP®, CAP®
April 11, 2017

Earlier this month, we were pleased to introduce our three-part video series about strategic philanthropy. In Part I, we learned what it means to be strategic and how to begin to engage in the process. Then, in Part II, we explored some of the most common methods of giving and examined some of the things that can sometimes go wrong during a giving campaign. In Part III, our series...

What Is Artificial Intelligence and Why Should Investors Care?

Jigar Patel, CFA
March 30, 2017

We believe artificial intelligence is one of the most exciting and transformative opportunities on the horizon. The foundation of computing was built upon the idea of people instructing a computer regarding the processes it should perform.
Women's CIRCLE

Honoring National Women's History Month, Celebrating Legacy

Linda Beerman
March 23, 2017

Truly celebrating the history of women means recognizing that the contributions of the women of our country in building this nation were as important, if not as widely retold, as the contributions of our national forefathers. Moreover, understanding those contributions can be a powerful inspiration to all women today in continuing to build and strengthen our own communities.
G2G Impact

6 Things You Should Consider Before Buying Your First Home

Tara Cohen
March 22, 2017

If you can start the process already prepared with the financial documentation you’ll need, preapproval for a mortgage and savings to cover hidden costs, you’re well on your way.
Firm News

Family Wealth Report Recognizes CIBC Atlantic Trust with Private Client Investment Platform Award

Eric Propper, CFA
March 17, 2017

Kishore Setty, Paulina Mejia, Kyle Edmonds, and I attended the fourth annual Family Wealth Report (FWR) awards ceremony in New York on March 2 and proudly accepted the Private Client Investment Platform award on behalf of CIBC Atlantic Trust and our investment Team. This is the third consecutive year that CIBC Atlantic Trust has been recognized by FWR , a leading trade publication...

Federal Reserve Raises Short-Term Rates By 0.25%

Gary Pzegeo, CFA
March 15, 2017

The FOMC voted to increase the target range for Federal Funds to 0.75% - 1.00%. Fed officials had indicated a willingness to move at the March meeting and market odds of a hike were at 100% leading up to today.
G2G Impact

6 Signs 2017 Is the Year to Monetize Your Hobby

Duncan Edwards, CFP®
March 15, 2017

Taking the leap from working at your hobby when it fits into your schedule to making money from that hobby is a significant commitment. However, if you have always wondered if your passion project could actually be lucrative, now may be the time to find out.
Wealth Strategies

Unpacking Your Strategic Philanthropy Toolbox

Judy Saxe, AEP®, CAP®
March 13, 2017

Earlier this month, we were pleased to introduce the first episode in our three-part video series about strategic philanthropy. In Part I, we learned about what it means to be strategic and how to begin to engage in the process. Our series now continues with Part II, in which we will explore some of the most common ways to give and discuss which ones can be more strategic than others....
Firm News

CIBC Atlantic Trust Receives National Recognition at Private Asset Management Awards

Eric Propper, CFA
March 09, 2017

My colleagues and I were pleased to accept two awards from Private Asset Management (PAM) magazine on February 13 at their annual ceremony in New York:
Wealth Strategies

Taking Advantage of Delaware’s Laws on Directed Trusts

Kent Nossaman
March 08, 2017

Delaware has had some significant firsts. For instance, it was the first state to ratify the U.S. Constitution 1 and was one of the first and only states not to impose sales tax 2 . But the firsts didn’t stop there. In 1986, Delaware was the first state to enact a directed trusts decree 3 . The statute authorizes trustees to take investment direction from investment advisers as defined and...