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Investment Management

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Jun 24, 2020
Debunking the Myths of ESG Investing
I was brought up in a family of modest means by parents who counted on Social Security and a small pension for their retirement. The stock market was a mysterious entity and my parents considered the market as legalized gambling created for, and used by, those who circumvented an honest living. They were not alone in their mistrust of the stock markets, which is a perception still exists today: 65% of respondents in a recent survey* indicated they “mistrust a lot” or “mistrust a little” the financial services industry. Only 2% of respondents said they trust the financial services industry “a lot” and nearly 83% said they believe their interests are secondary to corporate profits. Yet traditional pensions have gone by the wayside, and most of us will need to rely on our own savings to fund at least part of our retirement. If only there were a way to invest in companies that treat employees well, care about the environment and are financially prudent. If you could invest cost effectively and achieve returns that compete with some of the most successful managers. This may seem altruistic and, hence, too good to be true. Welcome to the ever-evolving world of ESG investing.
Jun 24, 2020
Jun 11, 2020
Podcast: Investment Strategies for Today’s Volatile Markets
The experts of this show featured Stephen Krauss, Vice President, Wealth Advisor, and Brian Murphy, Vice President, Senior Investment Strategist, from CNB Wealth Management.
Jun 11, 2020
Apr 08, 2020
Corrections, Recessions and Crashes
If there’s one thing the month of March 2020 has taught us, it’s that the stock market doesn’t go up in a straight line. Indeed, since its very inception, the equity market has experienced corrections, bear markets (often associated with recessions), and crashes. These events occur irregularly, but with some frequency, and, accordingly, it’s important to understand the differences between them, what causes them, how long they last, and what typically follows each unique set of circumstances.
Apr 08, 2020
Mar 20, 2020
CNB Wealth Management Business Continuity
We would like to provide you with an update on our commitment to maintaining all CNB Wealth Management functions during this period of uncertainty. CNB Wealth Management is committed to providing you with the exceptional service you have come to expect from us, throughout this challenging time.
Mar 20, 2020
Mar 20, 2020
Tips to Handle a Market Decline
Market declines are challenging times and it is important to realize that they are an inevitable part of the economic cycle. Here are some simple tips to consider when thinking about your portfolio.
Mar 20, 2020
Feb 11, 2020
Podcast: Unpacking The SECURE Act - What it is & What it Means for Your Retirement Future
Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you.
Feb 11, 2020
Feb 04, 2020
The Year 2019, Reasonable Expectations, and the Election
The year 2019 was a classic example of the markets doing things most people didn’t anticipate. Of all the forecasts made this time last year, the only one really worth counting is that things change. What’s more, they often change in ways we least expect.
Feb 04, 2020
Jan 08, 2020
Robo Advisors Have Arrived, But Life Often Calls for a Human Touch
After years of development, numerous robo advisors have entered the world of investment management. Still, many investors may not fully understand exactly what robos do, or how they do it.
Jan 08, 2020
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
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