CIBC Private Wealth senior healthcare analysts provide deeper insight into the most notable themes within healthcare innovation.De către CIBC Private Wealth

In our inflation series primer released in February, we answered client questions surrounding the biggest inflation surge in a generation. The inflation story has since been further exacerbated with the recent invasion of Ukraine, sending humanitarian, geopolitical and macroeconomic shockwaves throughout the globe. As we continue to see volatility …

There’s been a lot of talk lately about the potential tax changes coming out of Washington—specifically the For The 99.5% Act, the STEP Act, and President Biden’s tax proposals. What could this mean for you?De către Sid Queler

Read more in the Q&A article with Tim Daly. COVID-19 has upended just about everything, and we’re still working through it—how we work, shop, socialize, learn, worship, receive healthcare and care for others. It has laid bare both strengths and weakness in our institutions, processes and systems. The pandemic has altered life for every age group in…

COVID-19 has upended just about everything, and we’re still working through it—how we work, shop, socialize, learn, worship, receive healthcare, and care for others. It has laid bare both strengths and weakness in our institutions, processes and systems. The pandemic has altered life for every age group in almost every way. The coronavirus, after a…

Patricia Bannan is a managing director and Head of Equities for CIBC Private Wealth Management. In this role, she oversees the firm’s proprietary equity strategies. Lance Marr is a senior investment analyst providing research and analytical support for the CIBC Energy Infrastructure strategy and serves as team lead on the firm’s Clean Energy strate…

Patricia Bannan is a managing director and Head of Equities for CIBC Private Wealth Management. In this role, she oversees the firm’s proprietary equity strategies. Brant Houston is a managing director and co-manager of the Disciplined Equity and Income Opportunities Strategies. In respect to financial stocks, the most significant issues related to…

Find more of our latest financial insights & resources at wealth.us.cibc.comDe către CIBC Private Wealth

Find more of our latest financial insights & resources at wealth.us.cibc.comDe către CIBC Private Wealth

COVID-19 has upended just about everything, and we’re still working through it—how we work, shop, socialize, learn, get healthcare, worship, and care for others. It has laid bare both strengths and weakness in our institutions, processes and systems. The pandemic has altered life for every age group in almost every way. The coronavirus, after all, …

Key innovations that emerged during this pandemic will outlive it. Others are yet to reveal themselves but will surely be part of the legacy of COVID-19. CIBC Private Wealth is committed to bringing to you the perspective and insight of top thinkers in various fields on what the legacy of COVID-19 could be. In this installment, Deepali Vyas provide…

Buying a house in another country can be a complicated process with many additional considerations and moving parts that can be difficult to navigate. It is not uncommon for wealth advisors to assist clients with real estate purchases—whether it is to invest in commercial real estate or purchase a second home. More rare, however, is when a client c…

In this interview hosted by Head of Equities Patricia Bannan, CFA, healthcare analysts Fred Weiss, CFA, and Mac Price, CFA, discuss the rapidly evolving landscape around the creation of a coronavirus vaccine. With 135 vaccine candidates in trials, including 15 already in human clinical trials, and the U.S. government’s Operation Warp Speed program …

For more, read the Big Tech Benchmark Concentration commentary Find additional Coronavirus financial insights & resources.De către CIBC Private Wealth

Do you have substantial assets that you want to pass on to beneficiaries now? Would you like to avoid erosion of your estate from recurring taxes every time assets are passed from one generation to the next? As the world economy trudges through the uncertainty of the COVID-19 pandemic, many investment and financial plans are on hold. However, these…

The economic strain of COVID-19 has had an immediate impact on state and local government finances. While fiscal and monetary policy has been introduced to lessen the blow, investors may be left questioning what this means for municipal bonds as an investment.De către CIBC Private Wealth

This is the fifth in a six-part series that focuses on proactive planning strategies in a volatile market. Do you have loved ones you want to help, but aren’t ready to give away significant assets yet? Would you like to take advantage of the low interest rate environment and transfer wealth in a cost-effective way with minimal transfer tax conseque…

In recent weeks, we’ve experienced the beginning of a deep recession due to the public health policy put in place to combat COVID-19. While we can’t say that the worst of the virus’ toll is behind us, CIBC Private Wealth Chief Investment Officer Dave Donabedian, CFA, contemplates what the economic reopening process—and ultimately, a recovery—might …

Despite the current uncertainty and continuing impact of the COVID-19 pandemic, there still may be opportunities for wealth planning. The current unfortunate circumstances have created a prime environment for certain wealth transfer strategies – such as sales to grantor trusts – which can help position individuals with transfer tax concerns to take…

Much has been written about how market volatility and low asset valuations create an opportunity to efficiently move wealth to children and grandchildren. While those explanations might resonate, not everyone is ready to give away a significant amount of wealth. After all, what if those assets are needed in the future? A strategy that allows the be…

This is the second podcast in a six-part series that focuses on proactive planning strategies in a volatile market. Do you have a traditional IRA that will produce ordinary income on distributions? Would you like to possibly mitigate income taxes on those distributions for yourself as well as your heirs? There may be a silver lining for retirement …

This is the first in a six-part series that focuses on proactive planning strategies in a volatile market. Global pandemic fears, plunging stocks, the Fed’s emergency interest rate cut and a steep decline in 10-year Treasury yields wreaked havoc on many investment portfolios in recent weeks. Regardless of how bleak the situation may appear, low sto…

When will the economy begin to recover? CIBC Private Wealth Chief Investment Officer Dave Donabedian, CFA, provides insight into three critical issues: fiscal and monetary policy, Asian economies and the path of COVID-19 itself. Learn more at http://wealth.us.cibc.comDe către CIBC Private Wealth

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, compu…

The new podcast series, Wealth Your Way, is designed to help the younger generation learn about wealth planning strategies or supplement their current financial education on a variety of topics. Read more in The Advisor magazine.De către CIBC Private Wealth

Innovation in technology is moving forward at a remarkable speed. Just a few short years ago, the average person simply couldn’t conceive of 3-D printed houses, zerocarbon natural gas, brain-computer interface or swallowable medical devices. “The tech sector is more dynamic today than it’s been in the past 20+ years I’ve been covering it. You hear …

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.De către CIBC Private Wealth Group, LLC

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.De către CIBC Private Wealth Group, LLC

Populism: it’s confusing. It’s also an important geopolitical trend with significant implications for investors around the globe.De către CIBC Private Wealth Group, LLC

When should a financial planner step in?De către CIBC Private Wealth Group, LLC

Has China lost its influence as a player in the global economy, and consequently, its appeal as a long-term investment opportunity?De către CIBC Private Wealth Group, LLC

Practical Planning: Don't Blindly Trust That You Have the Right Trustees - Advisor PodcastDe către CIBC Private Wealth Group, LLC

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 ro…

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 th…

Dr. Marcy Borofsky emphasizes giving back to the world, discussing the concept of 'tikkun olam'De către CIBC Private Wealth Group, LLC

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.De către CIBC Private Wealth Group, LLC

Estate planning is not just for the ultra-wealthy. Anyone, regardless of financial circumstances or family dynamics, can benefit from the process.De către CIBC Private Wealth Group, LLC

What is Women's CIRCLE?De către CIBC Private Wealth Group, LLC

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.De către CIBC Private Wealth Group, LLC

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

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.De către CIBC Private Wealth Group, LLC

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 e…