Official Credit Union of UMass Athletics

Official Credit Union of UMass Athletics

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Blog

UMassFive Welcomes CFS* Advisor Jocelin Cesar

By Andrea Onyski.

UMassFive would like to extend a warm welcome to Jocelin Cesar, the newest member of our CFS financial advisor team. Jocelin boasts 9 years of experience in the investment and retirement industry, and is well-versed in providing investment guidance and advice. He will be joining Aimee Marden in serving clients at our Hadley Branch location.

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. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. 

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Annual Market Review 2016

By Andrea Onyski.

The year 2016 likely will be remembered for the election of Donald Trump as the 45th president of the United States and the Brexit vote. This year also saw the Fed raise interest rates for the first time since last December, noting that the labor market has continued to strengthen and that economic activity has been expanding at a moderate pace since midyear.

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. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. 

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