Resources

Learn more about the stock market and an abundance of other resources to help with your financial planning through CFS*.

Here are some articles to help you navigate what course of action is appropriate for you goals. Check back for the latest updates and advice!

As always, you can reach out to our Team of CFS* Financial Advisors with any other questions!

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Back to Basics: Diversification and Asset Allocation

Retirement Planning & Investments

When investing, particularly for long-term goals, there are two concepts you will likely hear about over and over again — diversification and asset allocation.

Back to Basics: Diversification and Asset Allocation

Retirement Planning & Investments

Fundamental Concepts for New Investors

Retirement Planning & Investments

Creating Your Legacy

Retirement Planning & Investments

How to be Smart About Your Tax Refund

Retirement Planning & Investments

I’m Thinking about Retiring

Retirement Planning & Investments

Annual Market Review 2018

Retirement Planning & Investments

*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.