Wealth Management
Find an investment mix that makes dollars and sense.
It all starts with your dreams
Wealth management may seem as daunting as rocket science, but we’ll help you break it down. Whether you’re dreaming of retirement, becoming a homeowner, or sending your children to college, we will work with you to find the investment mix to put your dreams within reach.
Our specialized investment mixes can include:
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Stocks, Bonds, Mutual Funds & ETFs
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Professionally Managed Investment Accounts
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Retirement Plans, 401(k), and Social Security Review
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Insurance Review
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Education/College Planning
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HSA (Health Savings Account)
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Cash Management, Money Market, Market-Linked Certificates of Deposit
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And much, much more!
Meet Your Advisor
Set up a complimentary, no-cost, no-obligation consultation!
February 2024 Market Recap
Evan Kulak - Financial AdvisorThe S&P 500 Index gained +5.2%, underperforming the Russell 2000 Index’s +5.6% return. All eleven S&P 500 sectors traded higher, with cyclical sectors outperforming.
Corporate investment-grade bonds produced a -1.9% total return as Treasury yields rose, while corporate high-yield bonds produced a +0.3% total return.
International stocks underperformed U.S. stocks. The MSCI EAFE Index of developed market stocks returned +3.0%, while the MSCI Emerging Market Index gained +4.2%.
Disclosures
Wealth management products and services are offered independently through Credit Union Wealth Group, an SEC registered investment advisor. Credit Union Wealth Group and Meridian Trust Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union, credit union service organization, or credit union affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested.