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Your Bank > Education and Advice > CNB University

Investment Management

Title
Date
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
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
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