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Your Bank > Education and Advice > CNB University

March Mayhem in your Portfolio – Keeping your Eye on the Ball

J Exton 2014
James M. Exton
Vice President, Wealth Advisor
(585) 419-0670 x50610
S Rossi 2014
Stephen A. Rossi, MBA, CFA®, CFP®
Senior Vice President, Senior Equity Strategist
(585) 419-0670 x50677


We hope you enjoyed listening to "Ask the Experts" on 1180 WHAM, Sunday, March 27th at 8pm.

Ask the Experts is CNB's financial forum for education and advice as local experts answer your questions on financial topics that interest you.  The experts of the last call included James Exton, Vice President and Investment Officer, and Steve Rossi, CFA, Vice President and Investment Officer.

Highlights From the Show

Topic Audio Clip


 Investment Experience  


Meet Jim and Steve






 Investment Approaches  


Long-Term Strategies and Understanding Your Financial Goals




Active vs. Passive Investing




Determining Your Investment Objective and Tolerance for Risk




The Importance of Consistency






 Impact of Economic Conditions  


Brief Economic Overview




Inflation and Interest Rates






 CNB: The Value of a Trusted Advisor  


Using Your Will as a Tool for Determining Your Financial Goals




CNB is Your Primary Care Physician for Your Total Financial Health




Taking the Emotion Out of Investing




Investing in Global Markets






 Investing for Retirement  


For the "Do It For Me" Investor - Importance of Asset Allocation




Target Date Retirement Portfolios1,2 






 How CNB Can Help Assess Your Financial Picture  


The "Rule of Thumb" for Retirement Asset Allocation




Your Invitation to "Take Us for a Test Drive"






You can also listen to the broadcast in its entirety here:





For questions, feel free to contact Jim Exton  or Steve Rossi.

 Before investing using mutual funds consider the fund’s investment objectives, risks, charges and expenses. For more complete information, including charges and expenses, contact your financial advisor for a prospectus. Read the prospectus carefully. 

 1 Enhanced-Index and Retirement Target Date Portfolios referenced are managed by OBS Financial Services, Inc., an SEC Registered Investment Advisor, and are comprised of investments from Dimensional Fund Advisors, Inc.  

 2 401(k) Platform offerings referenced are investment options that are not proprietary mutual funds and are not to be considered a recommendation of any individual security.  

 This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.