CIBC Private Wealth US

Atlantic Trust Senior Vice President and Fixed Income Portfolio Manager Dan Skolochenko discusses the high price levels in the municipal bond market and explains why investors may prefer to own premium bonds.

Atlantic Trust Managing Director Brant Houston, CFA, discusses what he believes differentiates the Atlantic Trust Disciplined Equity Strategy from its peers.

Atlantic Trust Associate Vice Presidents John Switchenko and Katie Bullen discuss the basics of the IRA and 401(k) and important considerations for both types of accounts.

Atlantic Trust Senior Wealth Strategist Ryan Christine Coulson provides a starting point for year-end tax planning in light of new rules and regulations governing various tax and estate planning strategies.

Atlantic Trust Chief Investment Officer David Donabedian, CFA, touches on topics such as equities, valuation and key portfolio takeaways as they pertain to the U.S. and global economies.

While once considered “mysterious,” characterized by investor misconceptions and thoroughly debated after the global financial crisis, hedge funds at their core remain a fairly simple structure with a flexible investment mandate. Ohm...

The primary role of a trustee—holding title to property for the benefit of another—sounds simple enough on its surface, but selecting a trustee is really a complex decision with many nuances. Senior Wealth Strategist Paulina Mejia explains...

There are many ways to help fund current and future education costs. By understanding the options, you can select the ones that make the most sense for your family. Chief Fiduciary Officer Linda Beerman explains how we approach this topic that is so...

Chief Investment Officer David Donabedian, CFA, explains the current state of the economy and financial markets and explains how investors should position their portfolios for the environment ahead.

With the Fed’s dual mandate to reach full employment without generating excessive inflation, we may be approaching the first change in Fed policy in about six years. Atlantic Trust Head of Fixed Income Gary Pzegeo, CFA, follows up on last...