CIBC Private Wealth US

DIGITAL ASSETS: WHAT AND WHERE ARE THEY? To settle an estate in the old days, an executor would wait a quarter or two to get paper statements that came in the deceased’s mail. Today, statements may all be electronic. Digital assets, however, go beyond accounts with statements that may come via email. A digital asset also can be text messages, computer files, domain names you own, photos, voice mai...

Almost everything is negotiable during a divorce process, and every divorce has unique facts. Smart planning and careful consideration can help you move into the future with confidence.

As we age, we’re faced with a complex and confusing healthcare system. You can make better decisions by understanding more about the costs and trends in healthcare and putting healthcare strategies in place.

Populism: it’s confusing. It’s also an important geopolitical trend with significant implications for investors around the globe.

When should a financial planner step in?

Has China lost its influence as a player in the global economy, and consequently, its appeal as a long-term investment opportunity?

Practical Planning: Don't Blindly Trust That You Have the Right Trustees - Advisor Podcast

Have you ever felt like you are your own worst enemy when it comes to investing? If so, you’re not alone. In fact, it’s a foundational truth of behavioral finance, the psychological study of financial decision-making. When it comes to investing, humans routinely make mistakes due to mental shortcuts and emotional biases. To better understand the role of emotions in investing, we talked with Morgan...

The pundits and prognosticators got it mostly right: It was the midterm election of checks and balances, divergence between rural and suburban, the year of the “fired up female graduate,” and an electorate voting in large part on presidential approval ratings rather than economic satisfaction, including tax cuts. What does it all mean?

Admiral Stavridis shares his views on the current state of geopolitics, including: The high-stakes relationship between the United States and China, which stems from four main tensions Why Russia is both resurgent and fundamentally weak Why Brexit is a great example of how strategic communications can change the narrative The four key priorities the United States should focus on to retake global l...

Dr. Marcy Borofsky emphasizes giving back to the world, discussing the concept of 'tikkun olam'

If you’re wondering how long the current economic cycle can last or how political rhetoric might impact your investments, rest assured that we have done the research.

Estate planning is not just for the ultra-wealthy. Anyone, regardless of financial circumstances or family dynamics, can benefit from the process.

What is Women's CIRCLE?

Even with extensive and thoughtful estate planning before death, there are numerous important decisions that can be made after death that can both meet the grantor’s intent and respond to beneficiaries’ circumstances at that time.

There’s no question that energy is what makes the world go ‘round. Nor that traditional resources—primarily fossil fuels—are ultimately finite. And today, there’s no question that clean energy is not only competing with traditional sources of energy, in many cases it is beating them.

Two investment management teams at CIBC Private Wealth Management are a rarity: together for 22 and 19 years, respectively.

Trusts are important tools to help manage and protect assets for the long term or to achieve certain tax benefits. Today, it’s critical to consider the need for flexibility so that the trust can adapt to changing times, circumstances and tax laws. Maximum flexibility can help the next time the law changes—and it will.

We recently talked with two managing partners of private equity firms that invest in various segments of healthcare—Reeve Waud, founder of Waud Capital Partners in Chicago, IL, and David Malm, co-managing partner of Webster Capital in Waltham, MA—to get their perspective on the big themes and what those mean for private equity investors.

Remember "Whip Inflation Now"? If you don’t, you weren’t old enough in 1974 to experience an inflation rate of 12% (it got worse: In March 1980 inflation peaked at 14.76%). When President Gerald Ford introduced the “WIN” button—“Whip Inflation Now”—it was a rallying cry for the country to help combat the inflationary spiral that was causing major economic dislocations and rapidly rising interest r...