CIBC Private Wealth US
62 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 6 ratingsAt CIBC, we provide a full suite of investment management, wealth planning, trustee services and private and commercial banking solutions tailored to your personal and business objectives.
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Episodes
Wealth Your Way Episode 8: Stocks and Bonds
August 21, 2018 12:00 - 28 minutes - 39.4 MBIf you are just beginning to invest your money—or simply thinking about it—the proper mix of investments depends on your unique circumstances and goals. Factors like age, current income and earnings potential, and the amount of credit card or student loan debt you may have will all impact this decision. Although there is no one-size-fits-all approach to investing, understanding the key differences between stocks and bonds can be a helpful starting point when building an investment portfolio.
Wealth Your Way Episode 7: Marriage and Finances
August 07, 2018 12:00 - 33 minutes - 45.6 MBPrenuptial agreements often have a negative connotation associated with them, but they can be very beneficial for many couples considering marriage. While typically not the most romantic topic of conversation, entering into this type of agreement can provide the extra layer of protection you need to safeguard your assets or the wealth your family has worked hard to create and preserve.
Wealth Your Way Episode 6: Asset Allocation
July 31, 2018 12:00 - 18 minutes - 24.8 MBIf your employer offers a 401(k) plan, one of the decisions you need to make when enrolling is which investments to hold in your account and in what proportion. Typically, your plan will offer a variety of investment options across multiple asset categories, geographic regions, or investment styles, and while many participants default to selecting every investment option in equal amounts, a more strategic approach can have a profound impact on your future retirement savings.
Wealth Your Way Episode 5: Mortgage Basics
July 17, 2018 12:00 - 39 minutes - 54.1 MBToday, many young adults are waiting longer to buy their first homes, preferring to rent and spend or invest their money elsewhere. While owning has its advantages, it also comes with many trade-offs. Understanding the pros and cons of buying versus renting—as well as the associated opportunity costs—can help you decide whether home ownership is right for you.
Wealth Your Way Episode 4: Basic Investments and Risk
June 05, 2018 13:00 - 29 minutes - 40.2 MBFinding Your Balance
Wealth Your Way Episode 3: Savings Options and Retirement Plans
May 22, 2018 12:00 - 23 minutes - 32.6 MBThe Miracle of Tax-Free Compounding
Wealth Your Way Episode 2: Savings Basics and the Power of Compounding
May 08, 2018 15:34 - 22 minutes - 31.6 MBPut Some Muscle in Your Money
Wealth Your Way Episode 4: Savings Basics and the Power of Compounding
May 08, 2018 15:34 - 22 minutes - 31.6 MBPut Some Muscle in Your Money
The Advisor: Estate Planning After Tax Reform
May 01, 2018 16:41 - 39 minutes - 54.1 MBTrusts 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.
The Advisor: Private Equity Opportunities in Healthcare
May 01, 2018 16:39 - 5 minutes - 7.04 MBWe 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.
The Advisor: Inflation: Hello Again?
April 30, 2018 19:17 - 5 minutes - 8.2 MBRemember "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 rates.
Wealth Your Way Episode 1: Credit and Debt Management
April 24, 2018 12:00 - 27 minutes - 38.2 MBWhen credit card offers are rolling in, it can be tempting to take advantage of the various promotions and promised rewards.While credit cards have many benefits and establishing credit is wise early in adulthood, a lack of discipline with your credit usage can easily create an undesirable financial situation. Understanding the key components of selecting the right type of credit and incorporating the use of credit into your budget can alleviate the risk of developing unmanageable debt.