Your Bank > Education and Advice > CNB University

Podcast: Investment Strategies for Today’s Volatile Markets

S Krauss
Stephen Krauss, CFA®
Senior Vice President, Senior Wealth Advisor
[email protected]
(585) 419-0670 x50604
Brian Murphy
Brian J. Murphy, CIMA®
Senior Vice President, Chief Investment Strategist
[email protected]
(585) 419-0670 x41933

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 Stephen Krauss, Vice President, Wealth Advisor, and Brian Murphy, Vice President, Senior Investment Strategist, from CNB Wealth Management.

Broadcasted on May 30, 2020

For questions, feel free to contact Stephen Krauss at (585) 419-0670 x50604, or Brian Murphy at (585) 419-0670 x41933.

Investment Strategies for Today’s Volatile Markets   Audio Clip  

Market Reactions to the Covid-19/Coronavirus Pandemic


Assessing the Impact


Portfolio Management Do’s and Don’ts


Investment Strategies Moving Forward


Dimensional Structured Portfolios are managed by OBS Financial Services, Inc., an SEC Registered Investment Advisor, and are comprised of investments provided by Dimensional Fund Advisors, Inc. Investments are not FDIC insured, not bank deposits, not obligations of, or guaranteed by, Canandaigua National Bank & Trust or any of its affiliates, including OBS Financial Services, Inc. Investments are subject to investment risks, including possible loss of the principal amount invested. For more complete information, including charges and expenses, contact your financial advisor for a prospectus. Read the prospectus carefully.

The portfolios discussed in the audio clips may not be appropriate for all investors. Before making any investment decision, please contact your legal, tax or financial advisor.