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Don't understand what various investment terms mean? Want more information on retirement? Our learning center can help. 

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Investing Basics

October 20, 2021

John Brennan and Franco Maniaci from Cape Ann Savings Bank talk with John Maher about investing basics. They discuss how inflation and compounding interest affect investments. Then, they look at the life stages of investing, when to start investing, and what to do before you start investing. Finally, they explain how to balance risk and reward.

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Investment Options

October 20, 2021

John Brennan and Franco Maniaci from Cape Ann Savings Bank talk with John Maher about investment options. They explain cash alternatives, bonds, stocks, mutual funds, exchange traded funds, and more. They cover the pros and cons of each of these types of investments and provide some insights on which investors may want to explore each of these investment options.

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investment strategies

October 20, 2021

John Brennan and Franco Maniaci from Cape Ann Savings Bank talk with John Maher about investment strategies. They cover buy-and-hold, dollar-cost averaging, diversification, and other essential strategies for investors. Then, they explain why investors should take a disciplined approach rather than buying into the media's stories about the "monkey and the dartboard."

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Planning your way to better financial health

September 2, 2021

John Brennan and Franco Maniaci from Cape Ann Savings Bank sit down with John Maher to talk about financial planning. They look at financial strategies that can carry people from college graduation to retirement, and they talk about the unique financial concerns people face at different stages in their lives.

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The Different Types of Planning

September 2, 2021

John Brennan, Vice President and Senior Trust Officer and Franco Maniaci, Trust Investment Officer at Cape Ann Savings Bank sit down with John Maher to talk about planning. They look at the differences between financial, retirement, and estate planning and explain how each type of planning is important for people's financial wellness..

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Investment Terms Explained

July 27, 2021

John Maher talks investment terms with John Brennan, Vice President and Senior Trust Officer, and Franco Maniaci, Trust Investment Officer, at Cape Ann Savings Bank in Gloucester, Massachusetts. They cover the essentials about stocks, bonds, mutual funds, and portfolios. They explain the difference between quantitative and qualitative analysis, and they talk about how Cape Ann Savings uses different types of analysis to shape portfolios for investors.

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Retirement Terms explained

July 27, 2021

John Brennan, Vice President and Senior Trust Officer, and Franco Maniaci, Trust Investment Officer, at Cape Ann Savings Bank talk with John Maher about retirement. They look at the three-legged stool of retirement (pensions, Social Security, and personal savings), and they explain why personal savings has become so important in recent years. They cover why retirees need to think about longevity risk, cash flow, and other essentials as they plan their retirement..

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