Firm News

CIBC U.S. Private Wealth Management Wins Two 2020 Private Asset Management Awards

Dave Donabedian, CFA
February 24, 2020

On February 6, CIBC Private Wealth Management received its ninth investment-related Private Asset Management Award. We are extremely proud of this accomplishment and the recognition we’ve received from PAM since it launched its award program in 2011.
Wealth Strategies

Choosing the Right Fiduciary

Kimberly Dwan Bernatz
February 19, 2020

Choosing the right successor trustee is a decision that shouldn’t be taken lightly.
Wealth Strategies

4 Gifting Strategies That May Work for You and Your Family

Judy Saxe, AEP®, CAP®
February 18, 2020

Considering a charitable gift?
Investments

ESG Investing: Why “Doing the Right Thing” May Be a Good Investment Idea

John Tennaro, CIMA®, CSRIC™
February 13, 2020

There is a longstanding perception that investors have to sacrifice performance potential to invest for ESG. But that perception isn’t backed up by the data.
Wealth Strategies

Financial Planning Challenges & IPOs

Brad Craig
February 12, 2020

Navigating a liquidity event from an IPO can present certain unique considerations.
Wealth Strategies

4 Steps to Create a Plan for your Philanthropy

Judy Saxe, AEP®, CAP®
February 11, 2020

Interested in making your philanthropy more strategic?
Investments

IPO Markets

Brad Craig
February 06, 2020

Initial Public Offerings (IPOs) have seen some high very valuations in recent years. In this series we discuss some basic aspects IPO process.
Investments

February Investment Bulletin

Bill Norris
February 05, 2020

Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.
Wealth Strategies

3 Steps to Begin (or Continue) Philanthropy

Judy Saxe, AEP®, CAP®
February 04, 2020

Are you considering incorporating philanthropy into your wealth?
Investments

Fed on Hold, as Expected

Gary Pzegeo, CFA
January 29, 2020

The Federal Reserve left the range of policy rates unchanged at its January meeting and made a small adjustment to a rate paid on excess system reserves.
Wealth Strategies

The SECURE Act: An Overview of What You Should Know

Theresa Marx
January 23, 2020

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act) was signed into law. Under this new legislation, substantial changes impacting retirement accounts came into effect on January 1, 2020.
Investments

January Investment Bulletin

Bill Norris
January 06, 2020

Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.
Investments

FOMC Leaves Rates Unchanged

Gary Pzegeo, CFA
December 11, 2019

The FOMC left rates unchanged during their December meeting, while making alterations to items identified for monitoring.
Investments

Understanding Your Private Equity Returns

Dan Criscuolo
November 20, 2019

Evaluating the performance of a private equity portfolio can often sound complicated. However, a performance tool called the Public Market Equivalent can help.
Investments

FOMC Cuts Rates by 0.25%

Gary Pzegeo, CFA
October 30, 2019

Head of Fixed Income Gary Pzegeo shares a summary from the FOMC meeting.