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Your Bank > Education and Advice > CNB University

Investment Management

Title
Date
Jul 29, 2015
Investor, Know Thyself: How Your Biases Can Affect Investment Decisions

Traditional economic models are based on a simple premise people make rational financial decisions that are designed to maximize their economic benefits. In reality, however, most humans don't make decisions based on a sterile analysis of the pros and cons.

Jul 29, 2015
May 21, 2015
Reviewing Your Finances Mid-Year

You made it through tax season and now you're looking forward to your summer vacation. But before you go, take some time to review your finances. Mid year is an ideal time to do so, because the demands on your

May 21, 2015
Nov 13, 2014
Diversifying your Nest Egg Account Types

In past articles, we have emphasized the importance of investment diversification. Such diversification refers to your overall investment portfolio and is important at two levels Macro allocation – Choosing a ratio of stock related investments to bond or cash related investments

Nov 13, 2014
Jul 27, 2014
Podcast: Using Macroeconomics to Navigate Your Investment Portfolio

We hope you enjoyed listening to "Ask the Experts" on News Radio WHAM 1180, broadcasted on Sunday, July 27th at 8 00pm. Ask the Experts is a financial forum for education and advice as CNB's experts answer your questions on

Jul 27, 2014
Jul 14, 2014
Balancing Your Investment Choices with Asset Allocation

Nathan E. VanBortelRegistered Representative, Canandaigua Investment Services18 State Street, Pittsford585 394 4260 ext. 41033nathan.vanbortel@ceterais.com A chocolate cake. Pasta. A pancake. They're all very different, but they generally involve flour, eggs, and

Jul 14, 2014
Jul 14, 2014
CNB Welcomes Maria Caton AAMS to our Wealth Strategies Group

Maria Caton joined the Group in April 2014 as a Vice President and Investment Officer. In her role, Maria is responsible for managing client portfolios, while partnering with clients to determine how they can best meet life goals through the

Jul 14, 2014
Jan 03, 2014
Market Summary for 2013 and a Look Ahead

2013 has been a darn good year in the markets. Leadership can be found right in our backyard as U.S. stocks have performed very well. The S&P 500 total return (including dividends) is up a little more than 27% as

Jan 03, 2014
Jan 03, 2014
It’s 2014, Do You Know Where Your Money Is?

December and January are the perfect months to look back at what you earned, saved, and spent during the past year, as W 2s, account statements, and other year end financial summaries roll in. So before Punxsutawney Phil comes out

Jan 03, 2014
Jul 10, 2013
After-Tax Accounts: An Important Piece of the Investment Puzzle

Much has been written about the benefits of retirement savings vehicles – 401(k)s, 403(b)s, IRAs, Roth IRAs, and other tax advantaged savings plans. Such vehicles provide a number of benefits. Most offer tax deferral on contributions and on earnings growth

Jul 10, 2013
Jan 02, 2013
No Such Thing as Safe Investing

Finding out that an investment has lost value can be upsetting. So why not just put all your retirement savings into low risk cash alternatives? Limiting your investment selections to these so called “safe” investments may seem like a good

Jan 02, 2013
Oct 15, 2012
Who Will Provide Your Retirement Paycheck?

Most of us rely on ongoing paychecks from employers during our working years. But many folks preparing to retire don’t give much thought to the “paycheck” that will provide a dependable, steady stream of monthly income during their post employment

Oct 15, 2012
Aug 06, 2012
Do Your Investments Need a Matchmaker?
You like spicy food; your spouse doesn’t. Your spouse likes to travel abroad; you’re happy staying home. But that’s okay. You don’t have to like the same things or do the same things to be happy. When it comes to your retirement investments, though, it’s important to be on the same page. 
Aug 06, 2012
Jun 05, 2012
A Closer Look at Your Risk Tolerance

What type of investor are you? Aggressive and risk tolerant? Conservative and risk averse? Or somewhere in the middle? Your ability to tolerate risk influences the investment choices you make — and, ultimately, may have an impact on your success

Jun 05, 2012
Apr 16, 2012
Stretching to Grab the Brass Ring

When I was younger, I worked at an amusement park known for its historic, hand carved carousel. Typically considered a children’s ride, the carousel began as a mediaeval amusement in which horsemen, riding at full speed, would attempt to pierce

Apr 16, 2012
Jan 30, 2012
Investing in 2012 and Beyond

Investing is tough. Rewarding, but tough. Last year stocks of internationally developed countries (MSCI EAFE Index) dropped almost 12% and the MSCI Emerging Markets Index lost over 18%. U.S. stocks, as measured by the S&P 500, earned just 2.1% in

Jan 30, 2012
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