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Your Bank > Education and Advice > CNB University

Investment Management

Title
Date
Aug 08, 2016
Diversifying Investment Accounts

The media have done a good job emphasizing the importance of diversification with regard to two factors: macro allocation and asset class allocation. However, there’s another very important diversification factor that’s often neglected: diversifying across account types (tax-deferred, taxable, and tax-free).

Aug 08, 2016
Jul 14, 2016
Investment Newsletter: July 2016
In this issue: UK’s EU Referendum Result, The Wine Lovers’ Guide to Investing, and What is Fiduciary Advice?
Jul 14, 2016
Jan 22, 2016
Denmark? Why Investing Abroad Contributes to Long-Term Success
Rich Scandinavian culture, clean energy, and the home of LEGOS. To most investor’s surprise, Denmark was the best performing developed market in 2015, up 23% as measured by the MSCI Denmark Index (USD). Hungary on the other hand was the best emerging market in 2015 up 36% as measured by the MSCI Hungary Index (USD).
Jan 22, 2016
Oct 22, 2015
5 Tips to Maximize Your Investments
At CNB’s Wealth Strategies Group, our history of advising clients began in 1919 when we were granted trust powers. Since that time, the S&P 500 has returned well over 5,000%. These long-term gains transpired amidst the backdrop of the Great Depression, Black Monday, the Asian and Russian financial crises, the Dot-Com bust, September 11th, and most recently the U.S. Financial Crisis.
Oct 22, 2015
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
Jul 26, 2015
Podcast: How to Create and 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®, Vice President and Investment and Financial Planning Officer, and John Richardson, Investment Officer, with our Wealth Strategies Group.
Jul 26, 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

A chocolate cake. Pasta. A pancake. They're all very different, but they generally involve flour, eggs, and perhaps a liquid. Depending on how much of each ingredient you use, you can get very different outcomes. The same is true of your investments.

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
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