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Podcast: How to Create & Manage a Winning Investment Strategy

T Benner
Thomas W. Benner, MBA, CFP®
Vice President, Wealth Advisor
[email protected]
(585) 419-0670 x50689
M Schiller 2014
Michael Schiller, CFP®
Vice President, Wealth Advisor
[email protected]
(585) 394-4260 x41958

Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you. 

The experts of this show featured Tom Benner, CFP® and Mike Schiller, CFP®, Vice Presidents - Investment and Financial Planning Officers.

Broadcasted on November 25, 2017

For questions, feel free to contact Tom Benner at (585) 419-0670 x50689 or Mike Schiller at (585) 419-0670 x41958.  

How to Create & Manage a Winning Investment Strategy Audio Clip

Important Investment Strategy Considerations
 

 


Steps to Creating a Solid Investment Strategy


 


Managing a Winning Investment Strategy (part I)


 


Managing a Winning Investment Strategy (part II)


 

This material is provided for general information purposes only. Investments and insurance products are not FDIC insured, not bank deposits, not obligations of, or guaranteed by Canandaigua National Bank & Trust or any of its affiliates. Investments are subject to investment risks, including possible loss of principal amount invested. Past performance is not indicative of future investment results. Before making any investment decision, please consult your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.