RCU Investment Review Investment News and Resources from RCU and CFS*

RCU Investment Review

  • Decisions, Decisions: Weighting the Pros and Cons of an IRA Rollover

    Jun 14, 2021 | Full story

    Blocks spelling IRAIf you lose a job, switch employers, or step into retirement, you might consider rolling your retirement plan savings into an IRA.

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    Categories:
    • IRA
  • Three Reasons to Keep Your Personal and Business Finances Separate

    Jun 14, 2021 | Full story

    Man and woman working on laptopYour personal assets could be vulnerable to business debts, losses, and lawsuits. Here are three reasons why it’s important to keep them separate.

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    Categories:
    • Investments
  • The Markets - as of market close May 28, 2021

    Jun 11, 2021 | Full story

    Man looking at laptopStocks were volatile in May, likely a reflection of strength in the U.S. economy as well as concerns about inflation.

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    Categories:
  • New Changes to College Financial Aid and Education Tax Benefits

    May 17, 2021 | Full story

    Young woman at laptopThe Consolidated Appropriations Act, 2021 includes several provisions related to education, including $22.7 billion for colleges and universities.

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    Categories:
    • Taxes
  • Growing Interest in Socially Responsible Investing

    May 17, 2021 | Full story

    man and woman on a hikeU.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years earlier.

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    Categories:
    • Investments

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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