investments

How’s Your Crystal Ball Working?

By Bill Partin | October 10, 2011

Many of us wish we had a crystal ball we could use to provide us with the answers to many of life’s questions. In many respects, our members feel the same way.
Mountain America CU Receives LPL Financial’s Top Honor

By Michelle A. Samaad | June 9, 2011

Beating out 750 other financial institutions, Mountain America Credit Union has been named LPL Financial’s 2011 investment program of the year.
Affluent Investors Can Bring in Billions

By Michelle A. Samaad | May 23, 2011

With more than $350 billion in assets, affluent investors unhappy with their current employer-sponsored retirement plans have no misgivings about moving their funds elsewhere.
Trust Services Evolve as Members’ Needs Fall, Rise

By Michelle A. Samaad | March 16, 2011

At Visions Federal Credit Union, the face of wealth has taken on different and nontraditional features.
CU-State Alliance Gives N.C. Retirees New Option

By Michelle A. Samaad | March 16, 2011

The idea came from someone who worked with the state of North Carolina’s retirement division and who also served on the advisory board at one of State Employees’ Credit Union.
CUs Can Help Shelter Members From Scams

By Pat Huddleston, Investor's Watchdog LLC | March 16, 2011

As investors recover from the economic meltdown of 2007 through 2009, they are anxious to find attractive investment returns.
Investors Worry Most About Retirement Income

By Michelle A. Samaad | March 16, 2011

Some members may be among those investors that are still skittish about risk when it comes to their investment choices and if they are adequately prepared to retire.
SEC Should Shift Priorities, Eliminate Some Activities, Report Says

By Michelle A. Samaad | March 11, 2011

A 263-page report has listed a number of recommendations the SEC should consider to reform the agency’s operations as it appeals to Congress for more funding.