Investments

CIBC Atlantic Trust 2018 Investment Outlook

Dave Donabedian, CFA
2018-01-22 14:56:00.0

As we begin the new year, we are encouraged that secular stagnation - the extended period of slow growth we have been experiencing - has finally given way to accelerated growth and a synchronized global economic expansion.
Investments

International Update – December

Matt Scherer, CFA
2018-01-19 14:00:00.0

The MSCI All Cap World Index ex USA, which tracks both developed and emerging markets, was up 2.2% in December and finished up 27.2% for the year. This year also marked the first time since 2012 that the MSCI All Cap World Index ex USA outperformed the domestic S&P 500 Index.
Wealth Strategies

A Pre-Wedding Meeting with a Financial Advisor Can Smooth the Path to Marital Bliss

Ryan Christine Coulson
2018-01-11 14:00:00.0

Choosing a venue, making the guest list, ordering the flowers—these are all essential tasks for the happy couple. But there’s another important undertaking that no couple can afford to neglect, and that’s getting the financial house in order.
Investments

The Multi-Manager Investment Program Advantage: Global Expertise to Complement Our Core Offerings

Mark Zarella
2018-01-09 14:00:00.0

Our Multi-Manager Investment Program (MMIP) provides access to institutional-quality investment managers with strong, risk-adjusted returns across the full range of asset classes.
Investments

Disciplined Equity Strategy Designed to Capture Quality: The Factors that Underpin Success

Brant Houston, CFA
2017-12-21 14:00:00.0

There are both company-specific factors as well as unique characteristics of our investment process involved in developing our Disciplined Equity Strategy.
Investments

Disciplined Equity Strategy Designed to Capture Quality

Brant Houston, CFA
2017-12-19 16:39:00.0

Discipline is one of the most important factors in successful investing, as discipline is what keeps an investment manager focused on the characteristics of a high quality investment.
Firm News

Talking Innovation with Futurist Jack Uldrich

Carolyn Donnelly
2017-12-15 09:00:00.0

We’ve been honored this year to have Jack Uldrich, a prominent futurist and author, as a keynote speaker for our CIBC Atlantic Trust Speaker Series, which took place in seven cities across the U.S. and attracted more than 700 attendees.
December 2017

December 2017 Employment Report: Waiting For Wages

Matt Scherer, CFA
2017-12-15 05:00:00.0

If ever there was a time to describe employment numbers as “benign,” then this is it. Total nonfarm payrolls reported last Friday were solid and exceeded the Bloomberg consensus payroll estimate of leading economists.
Investments

FOMC Raises Rates

Gary Pzegeo, CFA
2017-12-14 14:49:00.0

The FOMC raised the target range for the federal funds rate by 0.25% to 1.25% - 1.50%. Fed officials have been signaling a willingness to raise rates at this meeting for some time and markets were prepared for the move.
Investments

Residential Housing Market Outlook Remains Positive

Bryan Reilly
2017-11-30 14:36:00.0

In “The Big Short,” a film based on Michael Lewis’ best-selling book about Wall Street’s role in the credit and housing bubble collapse of the mid-2000s, there was a constant refrain: "But housing is always stable—people don’t just not pay their mortgage—It will never collapse."
Wealth Strategies

Modern Family Structures Raise New Issues in Estate Planning

Ryan Christine Coulson
2017-11-21 14:00:00.0

While the pace of technological development is increasing, the ability of the law to keep up is not. These developments are having a drastic impact on the way we live, and the world is radically different today than it was just twenty years ago.
Wealth Strategies

How Much Does It Cost to Raise a Child?

Shady Jadali
2017-11-16 14:00:00.0

The average cost of raising a child born in 2015 from birth to age 17 is projected to be $233,610, according to a recent study from the U.S. Department of Agriculture. That number varies based on the region of the country and each parent’s income level, but regardless, the point stands that having children comes with serious long-term financial obligations.
Wealth Strategies

Modern Family Structures Raise New Issues in Estate Planning

Ryan Christine Coulson
2017-11-14 19:06:00.0

When couples with complex family situations begin to consider the legacy that they would like to leave behind, they should think long and hard about their priorities, the individual dynamics of their families, and what the concepts of fairness and equity mean to them.
Wealth Strategies

How to Choose a Trustee

Ryan Christine Coulson
2017-11-09 14:00:00.0

Choosing a trustee is perhaps the most important action you’ll take in order to ensure that your goals in creating a trust are realized.
Wealth Strategies

Integrating Executive Compensation into Your Total Wealth Management Plan

Cathy Schnaubelt
2017-11-07 14:00:00.0

An executive’s total compensation package comes freighted with a number of important considerations. What’s the value proposition of equity compensation? When and how will the compensation be taxed? Are inflows considered capital gains, or will they be classified as ordinary income?