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Your Bank > Education and Advice > CNB University

Investment Management

Title
Date
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
Nov 02, 2016
Investment Newsletter: November 2016
In this issue: Don't Get Caught by These 10 Behavioral Pitfalls, Back to School, and Presidential Elections and the Stock Market.
Nov 02, 2016
Oct 07, 2016
Investment Newsletter: October 2016

In this issue Politics and Investment Performance Retirement Planning in Your 20s and 30s 5 Tips for Your Emergency Fund Portfolio View this Issue

Oct 07, 2016
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
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