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Your Bank > Education and Advice > CNB University

Investment Management

Title
Date
Nov 07, 2019
The Global Economy, Trade, and the Fed
Despite what many would consider a tumultuous past few months, world stock markets rallied from late August lows to finish slightly higher for the third quarter of 2019. In the US, the S&P 500 inched up 1.2% for a YTD gain of 19%, extending the longest bull market on record. Developed international markets declined slightly while emerging markets continued to lag. Bonds settled higher with the yield on the 10 US Treasury bond falling to 1.67%, highlighting a rare instance where both risk assets and safe assets increased in value, reflecting investor’s unease with the path of the global economy.
Nov 07, 2019
Oct 17, 2019
Celebrating 100 Years of Trust Powers
What does this mean to our clients and community? As a Fiduciary, we are required to act on behalf of any person with the “highest standard of care,” trust, honesty, and loyalty. We have a legal obligation to act with our clients’ best interest in mind, and this comes naturally to us each and every day. This standard of excellence permeates our culture at CNC, where each employee is doing what is in the best interest of you, our clients.
Oct 17, 2019
May 23, 2019
The Numbers Count
Global equity markets rebounded in the first quarter of 2019, with most market averages posting solid gains. These strong returns should be taken in context, though, having bounced off the year’s low starting point following 2018’s broad based fourth quarter
May 23, 2019
Jan 08, 2019
Saving and Investing Wisely

Saving builds a foundation The first step in investing is to secure a strong financial foundation. Start with these four basic steps   Create a "rainy day" reserve Set aside enough cash to get you through an unexpected period of

Jan 08, 2019
Nov 06, 2018
Expecting and Managing Risk

The ability of the stock market to decline so harshly in October suggests investor confidence isn’t that confident. The abrupt sell offs betray an undercurrent of shareholder anxiety. While there may be plenty of positive arguments for continuing this decade

Nov 06, 2018
Jul 24, 2018
The Fundamentals of Environmental Social Governance Investing

Over the past few years, an approach to investing known as ESG has become increasingly popular with institutional and individual investors alike. The latest data from MSCI shows that assets in ESG investments grew 1,265% from 1995 to 2016 and

Jul 24, 2018
Jun 20, 2018
Podcast: How to Build a Winning Environmentally and Socially Responsible Investment Strategy

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 Laurie Haelen, AIF®, Senior Vice President, Manager of Wealth Solutions, and

Jun 20, 2018
Dec 11, 2017
Podcast: How to Create & Manage a Winning Investment Strategy

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

Dec 11, 2017
Jul 11, 2017
Creating Income in Retirement
For many, retirement has become something different from what it once was. Now, many retirees are just as active in retirement as they were when they were working full time. They are filling their days with meaningful non-profit work and embarking on second and third careers that they likely could not afford to try in their earlier lives.
Jul 11, 2017
Apr 06, 2017
Making an Impact with Your Investments
Since the early 1990s, there has been an evolution taking place within the vast and complex world of investments. Once regarded as a strategy with a lot of heart and little gain, Socially Responsible Investing (SRI) has become more sophisticated and accessible.
Apr 06, 2017
Feb 15, 2017
Podcast: Enhancing your Financial Fitness in 2017
The experts of this show featured Jason Fitzgerald, CFP® and Jim Terwilliger, PhD, CFP®, Senior Vice Presidents from the Wealth Strategies Group, Canandaigua National Bank and Trust.
Feb 15, 2017
Jan 10, 2017
Rebalancing: A Market Timing Strategy That Works
Rewarding experiences often occur just once a year – no more, no less. These include, to name a few: 1. Birthdays 2. July 4th fireworks 3. Rebalancing. Let’s skip to number 3 because most people are likely unaware of the benefits from this simple yet lucrative aspect of successful investing.
Jan 10, 2017
Jan 09, 2017
Investment Newsletter: January 2017
In this issue: The Fed, Yields, and Expected Returns, A Vote for Small Cap Stocks?, and What Impact are Higher Rates Having on Housing?
Jan 09, 2017
Dec 19, 2016
Investment Newsletter: December 2016
In this issue: Rebalancing in an Asset Allocation Strategy, The Power of Markets, and Economy Has More Than Trump Policy Uncertainty to Worry About.
Dec 19, 2016
Nov 08, 2016
Being a Trustee is not as easy as you may imagine.

Has the great honor of being a Trustee been bestowed upon you?Congratulations – I think. One of the most important decisions that an individual will make when establishing an estate plan is the selection of a Trustee. Serving as an

Nov 08, 2016
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