Wealth Strategies

Finding Hidden Assets in a Divorce

Beth McRae Mayfield
April 19, 2019

Although couples divorce for a multitude of unique reasons, a commonality that often exists before or during divorce is the loss of trust. And when there’s mistrust in a marriage, it’s conceivable that one or both spouses may have hidden assets from the other. It is in your best interest to make sure all assets are brought to light during the divorce process. Since finding hidden assets—or...
Wealth Strategies

Finding Opportunity, Using Tikkun Olam

Linda Beerman
April 17, 2019

In Judaism, tikkun olam (meaning “repair the world”), is a concept that instructs us to behave and act constructively and beneficially. Marcy Borofsky has shaped her entire life around the belief that we bear responsibility for the welfare of society at large. As a physical therapist, dentist, public health expert, and entrepreneur—as well as a daughter, mother, and grandmother—Marcy has...
Investments

Introduction to Opportunity Zones

John Tennaro, CIMA®
April 16, 2019

The Tax Cuts and Jobs Act of 2017 initiated a new developmental program—known as Qualified Opportunity Zones—designed to encourage investments in economically-distressed communities.
Wealth Strategies

Preparing for Divorce? First, Get Organized

Cathy Schnaubelt
April 11, 2019

Because of the many moving parts involved with divorce, the time you spend getting your financial affairs in order ahead of time is time well spent. Developing a sound organizational system helps set you up for success and often reduces the anxiety that accompanies the divorce process. If you’re considering or planning to get a divorce, here are three steps to help you prepare.
Wealth Strategies

Investing in Europe

Matt Scherer, CFA
April 09, 2019

Europe is one of the largest economic regions in the world and - despite a multitude of negative news headlines - remains a market with promising companies showing strong signs of growth.
Wealth Strategies

6 Reasons Why You Should Have an Estate Plan

Cathy Schnaubelt
April 04, 2019

While you may think that only the ultra-wealthy need an estate plan, anyone—regardless of age, marital status or net worth—can benefit from having a plan in place if the unexpected happens. Here are six reasons why you should have an estate plan at any stage of life.
Investments

Clean Energy: The Next Investment Frontier

Jerimiah Booream, CFA
April 02, 2019

Clean energy is a large and growing market driven by increasingly attractive economics and broad-based demand. As modern electricity generation shifts from coal and nuclear power to renewables and natural gas, we are excited about the many new investment opportunities these changes should create in the years ahead. Find out why in our recent blog post, “Clean Energy: The Next Investment Frontier.”
Investments

What Has Changed at the Fed?

Gary Pzegeo, CFA
March 28, 2019

What's behind the Fed's recent change in outlook, and what does it mean for the market?
Wealth Strategies

The Pros and Cons of Credit Cards

Cathy Schnaubelt
March 27, 2019

Credit cards can be a great addition to your day-to-day financial plan. However, when used irresponsibly, credit cards can quickly erode your credit and financial health. Before opening multiple cards, consider the pros and cons.
Investments

FOMC Maintains Short Rates, Confirms A Dovish Policy Shift

Gary Pzegeo, CFA
March 21, 2019

Short term interest rate markets have placed very low odds on a move at today’s meeting of the Federal Reserve since disruption took hold of broader financial markets in the middle of December 2018.
Wealth Strategies

Helpful Considerations For Giving Gifts And Funding Expenses

Cathy Schnaubelt
March 21, 2019

Gifting assets or paying for a loved one’s educational or medical expenses can be a fulfilling and tax-efficient way to transfer wealth during your lifetime. Check out our latest blog post to find out how you might be able to do so without triggering a large tax bill.
Investments

4 Reasons Businesses Should Consider Refinancing

Patrick Putman
March 18, 2019

CIBC Commercial Banking works with businesses to identify ways to reduce borrowing costs and grow more efficiently. Here are four reasons you should consider refinancing your business loan or line of credit, even in a rising rate environment.
Wealth Strategies

Three Challenges That Can Disrupt Your Strategic Giving Plan (And How to Handle Them)

Cathy Schnaubelt
March 08, 2019

Like other parts of your financial plan, your strategic giving plan isn’t complete once it’s been implemented. To be effective, you’ll need to continually monitor progress and make adjustments when necessary.
Investments

Treasury Inflation-Protected Securities (TIPS)

Dan Skolochenko
March 05, 2019

TIPS can provide inflation protection in a rising-price environment, but do they make sense for everyone? Read on to learn how TIPS help investors maintain purchasing power as inflation rises, yet present unique tax challenges that investors should consider before purchasing.
Wealth Strategies

Six Financial Issues To Discuss Before Getting Married

Cathy Schnaubelt
February 28, 2019

If you’re considering marriage, it’s important to discuss where you and your partner stand on the following financial issues before making it official.
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