CIBC Private Wealth US

CIBC Private Wealth US CIBC Private Wealth can be your partner for all of your investment, wealth planning, and private banking needs. Our professionals are dedicated to delivering exceptional performance and service with an unwavering focus on you and your best interests.
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Legal disclosure: http://bit.ly/2mWRZRG

Asset allocation--a fundamental building block of investing--is one of the most important concepts for new investors to ...
07/02/2020

Asset allocation--a fundamental building block of investing--is one of the most important concepts for new investors to understand.

A sound asset allocation strategy will help ensure that your investment portfolio is sufficiently diversified, has enough growth potential to achieve your savings goals and does not expose you to unnecessary risk.

#AssetAllocation #Investing #Diversification

A creditor’s legal claim to the collateral pledged as security for a loan is called a lien.A lien is used to guarantee a...
07/02/2020

A creditor’s legal claim to the collateral pledged as security for a loan is called a lien.

A lien is used to guarantee an underlying obligation, such as the repayment of a loan. If the underlying obligation is not satisfied, the creditor may be able to seize the asset that is the subject of the lien.

#TermsToKnow #Lien #FinancialTerms

David Wasserman, house editor for The Cook Political Report, shared his thoughts on the impact the global pandemic and c...
07/01/2020

David Wasserman, house editor for The Cook Political Report, shared his thoughts on the impact the global pandemic and civil unrest have had on the election in an exclusive virtual event for our clients.

Watch more: https://bit.ly/2BXD4xS

#Investments #COVID #Primaries #Election #Politics #CookPoliticalReport

Do you want your investments to reflect your values and have a positive impact on the world? Or perhaps you simply want ...
07/01/2020

Do you want your investments to reflect your values and have a positive impact on the world? Or perhaps you simply want to use investing to support sustainable and responsible companies.

Listen to the podcast.
https://bit.ly/2ZrCssr

#ESGinvesting #WealthYourWay

Chief Investment Officer Dave Donabedian, CFA, was quoted in the Financial Post article, "Hedge Funds Win One From Robin...
06/30/2020

Chief Investment Officer Dave Donabedian, CFA, was quoted in the Financial Post article, "Hedge Funds Win One From Robinhood in Dizzying Week for Stocks."

Read: https://bit.ly/3dJ7bXh

#CIBCPrivateWealth #investments #stocks

“The number of instances where retail investors alone can truly drive an industry’s or sector’s performance or the marke...
06/29/2020
Robinhood Midas Touch in Stocks Disputed by Barclays Researcher

“The number of instances where retail investors alone can truly drive an industry’s or sector’s performance or the market’s performance is very rare,” CIBC PWM's CIO Dave Donabedian, CFA, tells Yahoo Finance.

Read more: https://yhoo.it/3if79de

#CIBCPrivateWealth #investing #stockmarket

(Bloomberg) -- Barclays Plc is calling into question the narrative that mom-and-pop investors have played a major role in driving equities’ massive rebound.By comparing holdings of Robinhood brokerage app users to the daily stock returns for S&P 500 companies, the Barclays analysts found that more...

Did you know that the average forecast for GDP losses in 2020 is nearly 6%? That would be the largest contraction in the...
06/29/2020

Did you know that the average forecast for GDP losses in 2020 is nearly 6%? That would be the largest contraction in the U.S. economy in the post-World War II era.

Source: Bloomberg Survey of Economists, data as of May 2020.

If you missed it, read our post-pandemic series (Part 3: Debt and deficits) to learn more: https://bit.ly/2VwsZ29

#Economy #USEconomy #COVID19

Every year, thousands of people sell their businesses and experience a major life event: liquidity. It changes everythin...
06/28/2020

Every year, thousands of people sell their businesses and experience a major life event: liquidity. It changes everything. For a client of the St. Louis office of CIBC Private Wealth, it changed him from an entrepreneur seeking only a mortgage to a former business owner seeking multifaceted advice.

Learn more: https://bit.ly/2NCc89B

#CommercialBank #Banking #Entrepreneur

The rapid change in the technology sector means due diligence of potential investments is ever more necessary.Read our b...
06/26/2020

The rapid change in the technology sector means due diligence of potential investments is ever more necessary.

Read our brief one-pager about how the equity investment team at CIBC Private Wealth analyzes tech investments: https://bit.ly/3eIM1di

#ActiveManagement #Tech #Investing

Earnings per share (EPS) reflects a company’s earnings health and often affects its stock price after an earnings announ...
06/25/2020

Earnings per share (EPS) reflects a company’s earnings health and often affects its stock price after an earnings announcement. It is calculated as a company's profit divided by the outstanding shares of its common stock.

#TermsToKnow #EPS #FinancialTerms

Advocacy group Vote Solar prevailed in a recent ruling reversal by the public utility regulator in Kansas: The creation ...
06/24/2020

Advocacy group Vote Solar prevailed in a recent ruling reversal by the public utility regulator in Kansas: The creation of a dual rate structure for residential payers is "discriminatory." Will this be the trend with other states?

#VoteSolar #Solar #CleanEnergy

A Framework of Impactful Themes.Contact an advisor today to learn more.#Investments #ESG #ImpactInvesting
06/23/2020

A Framework of Impactful Themes.

Contact an advisor today to learn more.

#Investments #ESG #ImpactInvesting

"Success is not final, failure is not fatal; it is the courage to continue that counts." #WinstonChurchill#CIBCPrivateWe...
06/22/2020

"Success is not final, failure is not fatal; it is the courage to continue that counts." #WinstonChurchill

#CIBCPrivateWealth
#MondayInsights
#MondayMotivation

Weighing federal government spending as a share of GDP reveals two important dynamics: First, the government’s share of ...
06/21/2020

Weighing federal government spending as a share of GDP reveals two important dynamics: First, the government’s share of the economy has grown significantly over time. Second, this upward slope is driven by responses to crises, both because spending goes up and GDP falters. The result is a secular increase in government as a share of the economy.

The philosophy of our investment team is to look beyond today and focus on the trends that could significantly change the opportunity set and risk levels in the financial markets for years to come.

Read "After COVID-19: Adapting to a changed landscape." to learn more: https://bit.ly/3hMwYko

#Investments #COVID19 #Economy

While the markets have certainly been volatile, and we have made strategic adjustments in our portfolios to reflect the ...
06/20/2020

While the markets have certainly been volatile, and we have made strategic adjustments in our portfolios to reflect the “new normal,” it’s important to remember our investment philosophy has not changed.

READ OUR EQUITY STRATEGY ANALYSIS: https://bit.ly/2YMDT4y

#ActiveManagement #Equities #Investments

Today we honor Juneteenth, which celebrates the day that Union soldiers arrived at Galveston, Texas, with news that the ...
06/19/2020

Today we honor Juneteenth, which celebrates the day that Union soldiers arrived at Galveston, Texas, with news that the war had ended and that enslaved Americans were now free. Juneteenth is the oldest nationally celebrated commemoration of the ending of slavery in the United States.

Understanding this important event in our U.S. history is a small first step on our journey to reconciliation, unity and justice. #Juneteenth

After June’s FOMC meeting, we think it’s fair to say that the Fed is still all in. We recap the three main takeaways to ...
06/16/2020

After June’s FOMC meeting, we think it’s fair to say that the Fed is still all in. We recap the three main takeaways to keep you informed:
• Zero interest rate policy
• Balance sheet operations
• Summary of Economic Projections

Read more: https://bit.ly/2Y4SKrT

#FederalReserve #Fed #InterestRates #SEP #SummaryofEconomicProjections #FOMC #balancesheet

CIBC Private Wealth US's cover photo
06/15/2020

CIBC Private Wealth US's cover photo

"The success of every woman should be the inspiration to another." —Serena Williams#MondayInsights #SerenaWilliams #Mond...
06/15/2020

"The success of every woman should be the inspiration to another." —Serena Williams

#MondayInsights #SerenaWilliams #MondayMotivation

Investing is a key component to building wealth, and mutual funds are a great place to start—especially for those new to...
06/11/2020

Investing is a key component to building wealth, and mutual funds are a great place to start—especially for those new to investing.

Listen here.
https://bit.ly/2zlgJJX

#mutualfunds #investing #g2gimpact #wealthyourway

In response to COVID-19-related government debt concerns, Fed Chairman Powell stated, “This is not the time to act on th...
06/11/2020
CIBC Private Wealth Management - Adapting to a Changed Landscape: Debt and Deficits - Page 1

In response to COVID-19-related government debt concerns, Fed Chairman Powell stated, “This is not the time to act on those concerns. This is the time to use the great fiscal power of the U.S.” Regardless of this warning, we consider the potential outcomes of what some may refer to as wartime-sized deficits.

Read more: https://bit.ly/30sh0pr

#FederalReserve #Debt #Deficit #FiscalPolicy

After COVID-19: Adapting to a changed landscape Below is the third installment of our series. JUNE 3, 2020 DEBT AND DEFICITS The magnitude of both human and

Interested in investing? By taking the time to understand the full scope of the potential risks and rewards of an invest...
06/10/2020

Interested in investing? By taking the time to understand the full scope of the potential risks and rewards of an investment, you can save money, potentially make money, and possibly avoid some of the disappointment and surprise that can happen when things don’t go as planned.

To learn more: https://bit.ly/3dPUniP

#investmentfundamentals #wealthyourway #understandingrisk

Do you want to help your children learn about investing in order to prepare them for a healthy financial life? By teachi...
06/10/2020

Do you want to help your children learn about investing in order to prepare them for a healthy financial life? By teaching young adults to invest now, you can help set them up for a financially sound future. A good place to start is with the basic investment concept of asset allocation.

Learn more: https://bit.ly/3cOWwdb

#investmentfundamentals #wealthyourway #assetallocation

As we reflect on May’s key market drivers, we also take a look at what major events to watch for in June, such as:• The ...
06/09/2020

As we reflect on May’s key market drivers, we also take a look at what major events to watch for in June, such as:

• The possible spread of COVID-19
• Reopening of economies
• U.S.-China relations
• Additional relief packages

Read more: https://bit.ly/2zgi0ln

#USChinaRelations #Fed #Coronavirus #Reopening

CIBC Private Wealth CIO Dave Donabedian, CFA, tells Yahoo Finance: “We’ll have exciting days like yesterday and some dow...
06/09/2020
Extreme Behavior Is on Display Everywhere in the Stock Market

CIBC Private Wealth CIO Dave Donabedian, CFA, tells Yahoo Finance: “We’ll have exciting days like yesterday and some down days when somebody’s treatment trial or vaccine trial fails."

Read more: https://yhoo.it/2YjpaxE

#Stockmarket #YahooFinance #Bloomberg

(Bloomberg) -- It took 33 days for stocks to drop 34%, and three weeks to gain half of it back. Whiplashed investors have been thankful for a dose of calm, but signs are emerging the lull may not last.The clues are evident across options markets, in surging share volume and in widening daily price s...

CIBC U.S.
06/08/2020

CIBC U.S.

We're committed to help drive change.

Change is needed.“Injustice anywhere is a threat to justice everywhere. We are caught in an inescapable network of mutua...
06/08/2020

Change is needed.

“Injustice anywhere is a threat to justice everywhere. We are caught in an inescapable network of mutuality, tied in a single garment of destiny. Whatever affects one directly, affects all indirectly.” —Dr. Martin Luther King, Jr.

‘Letter from the Birmingham Jail’
April 16, 1963

#MLK #martinlutherkingjr #positivechange #inspiration #leadership

Senior Wealth Strategist Beth Mayfield was bylined in the Financial Advisor Magazine article "Women And Wealth: Being Pr...
06/07/2020

Senior Wealth Strategist Beth Mayfield was bylined in the Financial Advisor Magazine article "Women And Wealth: Being Proactive During Times of Uncertainty And Volatility."

To read more: https://bit.ly/2UicB4E

#FinancialAdvisor #Women #WomensCIRCLE #volatility #proactiveplanning

CIBC
06/05/2020

CIBC

We’re committed to working with the Black community to help drive change, including donating funds across North America. Full details: https://bit.ly/3cuIFsp

What is a mutual fund? A professionally managed investment program funded by investors that trades in diversified holdin...
06/05/2020

What is a mutual fund? A professionally managed investment program funded by investors that trades in diversified holdings. These investors may be retail or institutional in nature.

#TermsToKnow #MutualFund #Investments

06/04/2020
Trustee Services: Fulfilling Grandparents' Promise

"A client made a promise to their adult children: Each of the client’s grandchildren will receive a college education," recalls Linda Beerman. “We helped them meet their promise.”

#Trusts #Trustee #WealthPlanning

Our team continues to work with global companies to formulate our investment thesis and portfolio adjustments--especiall...
06/03/2020

Our team continues to work with global companies to formulate our investment thesis and portfolio adjustments--especially in these unpredictable times.

Portfolio managers of our CIBC International Growth Strategy explain their tactics. Learn more: https://bit.ly/36OQI1M

#Equities #Investments #ActiveManagement

Address

3290 Northside Pkwy NW
Atlanta, GA
30327

Opening Hours

Monday 08:30 - 17:00
Tuesday 08:30 - 17:00
Wednesday 08:30 - 17:00
Thursday 08:30 - 17:00
Friday 08:30 - 17:00

Telephone

(404) 881-3425

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A MESSAGE FROM THE CEO

"I grew up in this business—literally. My father was in wealth management for 45 years, and I would go to the office with him. I learned about the markets and how to treat clients. Since I started my career as a client relationship manager, one of the most rewarding aspects has been working with clients I have known since my early days in the business. Since 2004, I’ve been privileged to lead our private wealth business, where we commit to earn our clients’ trust every day, just as I learned growing up."

- John S. “Jack” Markwalter, CEO, CIBC Private Wealth Management, U.S.

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If philanthropy is one of your goals, how can you start a giving plan that is really meaningful? There are numerous broader considerations, but it starts with one simple decision—to give. #CIBCPrivateWealth #MondayInsights
Thank you so much for sponsoring Creating Experiences, United Methodist Communities Foundation’s first ever gala. Everyone had a wonderful time coming together to raise funds for UMCommunities at The Shores’ renovation project, and we want you to know that the evening wouldn’t have been possible without your support and partnership!