2023 began with a hangover of sorts with the same troubles that plagued the market last year. But how has the situation changed year to date? In this inaugural episode in our series quarterly market updates, Brian J. Murphy, CIMA® Senior Vice President, Chief Investment Strategist joins Laurie Haelen, AIF®, Senior Vice President, Director of Wealth Solutions to discuss various aspects of financial markets over the past quarter as well as the current market climate. We’ll address inflation’s impact on the economy, the current labor market, valuations, possible opportunities with fixed income, and the importance of focusing on long term goals during times of market uncertainty.

Establishing and building credit can help you gain financial power and personal independence. But how do you get and keep a good credit score? In this episode, we talk with Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, CNB Wealth Management and Jessica Young Carbonel, Learning and Development Specialist, Canandaigua National Bank & Trust, to learn more credit reports, credit scores, and creating a positive borrowing history. Gain knowledge that will help you take control of your credit and build your financial independence.

You filed your taxes for 2022, how can you do better for 2023 and beyond?  In this episode, Dustin Baker, CFP®, EA, ChFC®, RICP®, CLU® Assistant Vice President, Wealth Advisor joins CNB’s Pittsford Bank Office Manager, Harry Gibbs and Laurie Haelen, AIF®, Senior Vice President, Director of Wealth Solutions to answer your tax planning questions.  What’s new starting in 2023?  How can you be proactive instead of reactive with tax planning?  How can your tax liability be reduced?  We will answer these questions and more so you can learn how to take advantage of all the tax benefits you’re entitled to.