Get Your Retirement Back on Course
Emotions can drive investors to buy the latest hot fund near its peak and sell it after an unfortunate downward spiral. This “buy high, sell low” scenario is sadly not just an anecdote, but is very real for many individual investors. The end result is simple: Buying on greed and selling on fear might satisfy short-term emotional needs, but this lack of discipline can often compromise long-term objectives. In this seminar, we’ll discuss common choices in employer-sponsored retirement plans and how you can avoid these common mistakes.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.
July 11, 2017