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

RCU Investment Review

  • A Financial Wellness Plan Can Help Pave the Road to Retirement

    Mar 17, 2021 | Full story

    man using laptop computerA global pandemic gave reason to pause on our physical wellness, but often overlooked and equally important is financial wellness.

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    Categories:
    • Retirement
  • Are Value Stocks Poised for a Comeback?

    Feb 17, 2021 | Full story

    woman using tablet at tableValue stocks may have strong appeal during the economic recovery since they performed well during the last two recessions.

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    Categories:
    • Stock Market
  • Key Retirement and Tax Numbers for 2021

    Feb 17, 2021 | Full story

    woman using tablet at tableEvery year, the IRS announces cost-of-living adjustments that directly affect retirement plans. Here are a few of the key adjustments for 2021.

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    Categories:
    • Retirement
    • Taxes
  • The Markets - as of market close January 29, 2021

    Feb 17, 2021 | Full story

    woman using tablet at tableA coordinated effort among retail investors created extreme volatility causing stocks in each of the benchmark indexes to lose value.

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    Categories:
    • Stock Market
  • IRA and Retirement Plan Limits for 2021

    Jan 23, 2021 | Full story

    roth IRA 401K blocks on coin stacksMany retirement plan limits are indexed for inflation each year. While some remain unchanged for 2021, others have increased.

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    Categories:
    • Retirement

*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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