Equity Markets Growth comes roaring back! As the summer comes to an end, we are reminded once again the old adage “sell in May and go away” does not always hold true for the broad US stock market. Although summer is not technically over until September 22, the...
Do you really know how much your investments are costing you? There is more to keep track of than performance, asset allocation and market exposure. Investors often pay more than necessary without realizing. I’m not referring to deceitful investments or Ponzi schemes....
The president signed into law the Coronavirus Aid, Relief and Economic Security Act, known by its acronym the CARES Act, on March 27, 2020. This is a $2.2 trillion-dollar economic stimulus package, meant to cushion the economic blow from the Covid 19 virus-containment...
Giving to a charity should be simple. But for wealthy families it’s anything but. Even beyond major tax implications and a new set of rules under the Tax Cuts and Jobs Act that were effective last year, charitable giving has become a cornerstone for defining family...
In our polarized age, perhaps it should be no surprise that the idea of values-based investing would inspire strong views. Carolyn Donnelly, a managing director at CIBC, says her team saw it firsthand when they held an event to introduce clients to the idea of...
Bringing pet dogs into the workplace is becoming increasingly common. Large companies like Google, Ticketmaster and challenger bank Monzo are just a few that have joined companies in the pet sector (like Pets at Home) that allow employees to bring their dogs to work....
