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Your Bank > Education and Advice > CNB University

Investment Management

Title
Date
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
Introducing a New Member of the Wealth Strategies Group!

Chris has over 15 years of experience in the investment management industry. He joined Canandaigua National Bank & Trust’s Wealth Strategies Group in 2013 as Vice President and Investment Officer. In this role, Chris manages portfolios for high net worth,

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
Oct 15, 2012
Who Will Provide Your Retirement Paycheck?

Most of us rely on ongoing paychecks from employers during our working years. But many folks preparing to retire don’t give much thought to the “paycheck” that will provide a dependable, steady stream of monthly income during their post employment

Oct 15, 2012
Aug 06, 2012
Do Your Investments Need a Matchmaker?
You like spicy food; your spouse doesn’t. Your spouse likes to travel abroad; you’re happy staying home. But that’s okay. You don’t have to like the same things or do the same things to be happy. When it comes to your retirement investments, though, it’s important to be on the same page. 
Aug 06, 2012
Jun 05, 2012
A Closer Look at Your Risk Tolerance

What type of investor are you? Aggressive and risk tolerant? Conservative and risk averse? Or somewhere in the middle? Your ability to tolerate risk influences the investment choices you make — and, ultimately, may have an impact on your success

Jun 05, 2012
Apr 16, 2012
Stretching to Grab the Brass Ring

When I was younger, I worked at an amusement park known for its historic, hand carved carousel. Typically considered a children’s ride, the carousel began as a mediaeval amusement in which horsemen, riding at full speed, would attempt to pierce

Apr 16, 2012
Jan 30, 2012
Investing in 2012 and Beyond

Investing is tough. Rewarding, but tough. Last year stocks of internationally developed countries (MSCI EAFE Index) dropped almost 12% and the MSCI Emerging Markets Index lost over 18%. U.S. stocks, as measured by the S&P 500, earned just 2.1% in

Jan 30, 2012
Sep 30, 2011
Avoiding the Traps of Short-Term Market Volatility

I recently attended an investment seminar for fellow investment professionals. One of the speakers asked the group what the return of the best performing equity mutual fund was during 2000 – 2009. Many guesses were made but the correct answer

Sep 30, 2011
Sep 30, 2011
A Pinch of This and a Dash of That

A dish that contains only one ingredient could taste rather bland and boring. Adding different spices and herbs to a recipe can make it more flavorful and satisfying. Similarly, a portfolio that contains only one investment type may not suit

Sep 30, 2011
Aug 12, 2011
Lessons Learned from The Great Recession

The Great Recession is a headline that is hard to turn away from. It’s like that accident you drive by but just have to glance at before you pass by. The National Bureau of Economic Research (NBER) has proclaimed the

Aug 12, 2011
Jul 27, 2011
Market Commentary: The U.S. Debt Ceiling

July 27, 2011 We have spent a fair amount of time fielding questions about the U.S. debt ceiling and the current inability of Congress and the President to reach an agreement about spending and taxes. Virtually no one expects the

Jul 27, 2011
Mar 27, 2011
March Mayhem in your Portfolio – Keeping your Eye on the Ball

We hope you enjoyed listening to "Ask the Experts" on 1180 WHAM, Sunday, March 27th at 8pm. Ask the Experts is CNB's financial forum for education and advice as local experts answer your questions on financial topics that interest you. 

Mar 27, 2011
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