ST. LOUIS — Attendees at a Neighbors Credit Union's seminar last week came armed with questions galore about how the markets' upheavals may impact their investments.
The $205 million credit union held a workshop at the Maryland Heights Community Center on Sept. 25 here on selecting investments that match individual objectives, how to limit exposure to risk and how to help money accumulate with tax-advantaged accounts.
Among the attendees were a retiree and members 10, 20 and 40 years away from retirement, respectively, said Jill Finder, marketing analyst at Neighbors. Most of the questions asked focused on the current market and why investments are not doing as well as in previous years.
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"Prior to the start of the seminar, there was a lot of discussion on the current house market; both older individuals have been trying to sell their homes for a couple years and are not having any luck," Finder said. "They also are concerned with their county's property tax, food, fuel [and other costs] increasing but their income not."
Some asked where they should invest now while others new to investing asked about the differences and benefits of stocks, bonds and mutual funds.
Finder said Neighbors has held eight educational seminars this year on individual retirement accounts, credit reports, consumer protections and home buying. The credit union is hoping to schedule another investment fundamentals seminar again this year.
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