Valorie Seyfert

• Pentagon Federal Credit Union Moves Back to CUSO Financial

  By Michelle A. Samaad  |  September 11, 2012

  After briefly moving to another broker-dealer, Pentagon Federal Credit Union has returned to CUSO Financial Services LP.

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  Investment Revamp at Coastal FCU Aligns With Membership Needs

  By Michelle A. Samaad  |  February 26, 2012

  Nearly seven years ago, changes to Coastal Federal Credit Union’s investment program were put in place to help build a stronger presence with members, many of whom had long-time ties to IBM, the cooperative’s original sponsor.

• CUSO Financial Expands Shared Services

  By Michelle A. Samaad  |  July 14, 2011

  Arrangement between CUSO Financial Services LP and its sister broker-dealer aims to help credit unions grow investment programs.

• Long-Term Care Insurance Helps CUSO Financial Services Grow

  By Michelle A. Samaad  |  April 25, 2011

  A recent campaign has helped a California investment CUSO grow its life and long-term care insurance programs by 79%.

• Social Media Serves Up the Good, the Bad and the Exciting

  October 20, 2010

  Social media isn't just for kids anymore. It has become mainstream and we receive more questions about it from our advisers each year.

• Recession Stifles Risk, Members Cling to Conservative Investments

  By Michelle A. Samaad  |  February 3, 2010

  Rather than having to pull rabbits out of his hat in 2009, Scott Boyd took a conservative yet diverse approach to buffer his mostly older clients against an unstable economy.

• Risk-Averse Members Crave Reassurance

  February 3, 2010

  Toxic assets, bailouts and stimulus are words we have heard almost every day in 2009 from the broadcast news outlets, on the Internet and in our newspapers.