investments

• Guest Opinion: Women Tend to Sabotage Retirement Savings

  By Anna Kamp  |  June 19, 2013

  In my experience, women sabotage their future financial security because they’re more concerned with running out of money in the short term than running out of money later in life. Day-to-day financial matters come first, such as paying for their children’s school expenses and activities, as opposed to saving for...

• Canadian CU-Owned Investment Firm Revamps Mutual Funds

  By Michelle A. Samaad  |  May 2, 2013

  Security holders approved the merger of NEI Ethical Growth Fund into the NEI Ethical Canadian Dividend Fund.

• CUSO Financial, TRUST Form Credit Union Mutual Fund Alliance

  By Michelle A. Samaad  |  April 30, 2013

  Alliance to help expand distribution of TRUST’s institutional portfolios within the credit union industry.

• 401(k)s Remain More Conservative Than Before 2008 Economic Crisis: Spectrem

  By Michelle A. Samaad  |  April 3, 2013

  In 2012, 401(k) plan participants held 36% of their assets in diversified equities and another 13% in company stock, according to Spectrem in Chicago.

• Callahan CU Mutual Fund Renews Key Contracts

  By Michelle A. Samaad  |  April 2, 2013

  The Callahan Credit Union Financial Services Limited Liability Partnership will continue to serve as administrator for TRUST.

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  Callahan EVP Jay Johnson Takes Helm of TRUST Mutual Funds

  By Michelle A. Samaad  |  March 26, 2013

  Johnson succeeds Chip Filson, chairman of Callahan in Washington.

• Gender Gap Closing in Retirement Savings: Survey

  By Paula Aven Gladych  |  March 6, 2013

  Women are catching up with men when it comes to what they have saved and the rate at which they’re saving.

• Florida Broker-Dealer Expands CU Roster

  By Michelle Samaad  |  February 26, 2013

  Three more credit unions have signed on with broker-dealer INVEST Financial Corp.

• Retirement Money at Former Employers Sits for Five Years of More: Cogent

  By Michelle A. Samaad  |  February 13, 2013

  Three out of four investors with retirement money in a former employer’s plan have kept those assets there for five or more years.

• Younger Crowd More Likely to Use Online Retirement Planning Tools: Survey

  By Paula Aven Gladych  |  February 5, 2013

  OneAmerica survey finds mobile apps useful to about one-fourth of respondents; 67% of over-50 crowd found articles most helpful.