The Connection

Private Equity: Too Much Demand?

Kyle Leavitt
May 22, 2018

This past year saw record levels of capital being raised by Private Equity (PE) funds. This was the result of more firms coming to market to raise funds and a seemingly universal increase in the size of each fund raised.
Wealth Strategies

Podcast: Savings Options and Retirement Plans

Ryan Christine Coulson
May 22, 2018

After graduating college, you may find yourself in the enviable situation of having multiple job offers. Most of us are naturally lured by the opportunity that pays the highest salary, but companies compensate employees in a variety of ways that may not be as immediately apparent.
Investments

Inflation: Hello Again?

Dave Donabedian, CFA
May 17, 2018

For investors who are too young to remember the hyperinflationary environment of the 1970s and 1980s, a period marked by rising inflation will likely feel uncomfortable.
Wealth Strategies

Reducing Your Future Tax Burden with a Roth IRA Conversion

Cathy Schnaubelt
May 14, 2018

A strategic retirement savings approach can potentially lower your tax burden over the course of your lifetime and reduce eventual estate taxes.
Wealth Strategies

Moving to Plan B—Or C, D, or E

Linda Beerman
May 10, 2018

Because the future tax environment is unpredictable, clients should work with their estate planning advisors to build the appropriate flexibility into their trust and estate planning documents.
Wealth Strategies

Choosing the Best IRA to Maximize Your Retirement Savings

Cathy Schnaubelt
May 09, 2018

The type of IRA you choose can have a significant impact on your long-term retirement savings and future financial goals, which is why understanding the differences between IRA options is critical.
G2G Impact

Podcast: Achieving Financial Independence With a Savings Plan

Josh Miller, CFP®
May 08, 2018

Whether you want to purchase a new car or home, are thinking about starting a family soon, or would like to retire by a certain age, you will need to plan accordingly to ensure the necessary funds are available.
Investments

War and Peace on the Peninsula

Matt Scherer, CFA
May 03, 2018

The MSCI All Cap World Index ex USA, which tracks both developed and emerging markets, was relatively unchanged for both April and 2018.
Investments

FOMC Leaves Rates Unchanged

Gary Pzegeo, CFA
May 02, 2018

As expected, there was no change in policy from the Federal Reserve today. Language in the Fed’s last two post-meeting press releases were very similar regarding its description of the economy and the components of growth.
Wealth Strategies

Four Common Medicare Questions Answered

Dianne Savastano
April 26, 2018

Today's blog tackles four common questions related to this valuable, but often complicated, benefit.
G2G Impact

Podcast: Debt and Credit Management

Ryan Christine Coulson
April 24, 2018

While credit cards have many benefits and establishing credit is wise early in adulthood, a lack of discipline with your credit usage can easily create an undesirable financial situation.
Wealth Strategies

Making Your Savings Last Through Retirement

Cathy Schnaubelt
April 23, 2018

Establishing a strategy for when and how to spend the money you diligently saved and invested can help increase the likelihood that your wealth provides the life and legacy you desire.
Wealth Strategies

How Much Should You Save for a Comfortable Retirement?

Cathy Schnaubelt
April 16, 2018

While habitual contributions are no doubt beneficial when saving for retirement, without proper planning, few of us know how much we should be saving to retire comfortably.
Wealth Strategies

The Path to Retirement at Any Age

Cathy Schnaubelt
April 10, 2018

Regardless of your stage of life, you and your financial advisor can develop an effective plan to set you on the path towards your wealth creation and distribution goals. Understanding your current financial situation is the first step in preparing for the future.
Dan Sullivan

New Private Banking Solutions Complement CIBC Atlantic Trust’s Offerings

Dan Sullivan
April 04, 2018

A comprehensive wealth management plan offers flexible options to help handle unexpected events, both positive and negative.