Investments

Three Ways Investors Can Use Market Volatility to Their Advantage

Tom Bridges
2018-03-13 13:00:00.0

Market volatility is rarely a good reason to abandon a sound long-term investment strategy. While sudden turbulence may cause investors anxiety, there are several ways investors can use volatility to their advantage and position themselves for longer-term success.
Wealth Strategies

Preserving Your Family’s Wealth Part IV: Addressing Personal Safety Risk

Cathy Schnaubelt
2018-03-07 15:23:00.0

Managing personal security risk is no different from managing other types of risk. It starts with a methodology that identifies areas of vulnerability and follows up with a plan to eliminate or reduce these risks.
Firm News

CIBC Atlantic Trust Wins Private Asset Management’s Award for Best Investment Platform

Eric Propper, CFA
2018-03-06 14:25:00.0

We are pleased to announce that CIBC Atlantic Trust has received Private Asset Management (PAM)’s award for Best Investment Platform—Performance.
Investments

Policy Giveth, And Policy Taketh Away

Dave Donabedian, CFA
2018-03-02 19:16:00.0

On Thursday, President Trump signaled his intent to impose steep tariffs on steel and aluminum imports (reportedly 25% and 10%, respectively). Stock market reaction was swift and negative, contributing to an already volatile start to the year.
Investments

International Update: The Year of the Dog Starts With Some Bite

Matt Scherer, CFA
2018-03-02 15:02:00.0

After strong market performance in 2017 that was characterized by a lack of volatility, the market correction was not totally unexpected.
Wealth Strategies

Preserving Your Family’s Wealth Part III: Mitigating Risk at Home

Cathy Schnaubelt
2018-02-27 14:00:00.0

Threats to your financial security can come from many sources, but there are three areas of particular vulnerability.
Investments

Bonds Versus Bond Funds: Is Either Approach Advantageous in a Rising Rate Environment?

Tim Musial, CFA
2018-02-22 14:00:00.0

Yields on 10-year Treasury bonds have been in decline for the last three decades, but the recent reversal in interest rates has many questioning if the thirty-year bull market in bonds is finally over.
Wealth Strategies

Preserving Your Family’s Wealth Part II: Your Reputation is also an Asset You Need to Protect

Cathy Schnaubelt
2018-02-20 14:31:00.0

A good reputation is vulnerable to many more threats in the modern world, and the situation can be even more perilous for individuals with a high-profile online presence.
Investments

Increased Volatility, Yet Continued Strength

Dave Donabedian, CFA
2018-02-14 14:00:00.0

While volatility products can claim a large share of the responsibility for Monday’s downturn in equity markets, Thursday’s session showed that interest rates still influence the pricing of risky assets.
Wealth Strategies

Preserving Your Family’s Wealth Part I: An Introduction to Asset Protection

Cathy Schnaubelt
2018-02-13 14:00:00.0

Regardless of the source of your wealth, it takes sound investment management and skillful deployment of asset protection tools and strategies to preserve it.
Investments

Managing Your Financial Health: 5 Questions to Help You Select the Best Investment Advisor for Your Needs

Rob Coulton
2018-02-08 14:00:00.0

Before deciding on an investment advisor, investors should consider how the advisor’s skill set and approach align with their own unique financial needs and objectives. Here are five questions every investor should ask their advisor.
Investments

Thoughts on Market Volatility...It Had Been Too Quiet

Dave Donabedian, CFA
2018-02-06 15:59:00.0

With the S&P 500 posting a total return of nearly 6% in January, 2018 had gotten off to a very fast start, reaching a near-term high on January 26.
Investments

International Update: Momentum Continues

Matt Scherer, CFA
2018-02-02 16:00:00.0

In January we observed three factors driving performance: strong “growth stock” performance, better corporate earnings trends, and a weak U.S. dollar.
Investments

FOMC Leaves Rates Unchanged

Gary Pzegeo, CFA
2018-01-31 20:59:00.0

The FOMC left the target range for federal funds at 1.25% - 1.50%. Futures markets predicted no change at the last meeting for departing Chair Janet Yellen.
Investments

The Advantages of Dividend Growth Investing and our Equity Income Strategy

Gordon Scott, CFA
2018-01-25 18:24:00.0

Our proprietary Equity Income Strategy, with a focus on total return, invests in high-quality securities that exhibit dividend growth at a rate greater than the market.