Allegacy Investment Group is dedicated to providing you with sound financial planning as well as specialized products and services for every stage of life. Our experienced CFS* Financial Advisors, with combined experience totaling more than 200 years, offer complimentary plans and free, no-obligation educational workshops to help you stay informed in an ever-changing market.
Latest Video Client Alert
Newsletters
  • Financial Mistakes People Make at Different Ages
    There's a saying that with age comes wisdom, but this may not always be true in the financial world. As people move through different life stages, there are new
  • Five Ways to Manage Risk in Your Retirement Savings Plan
    Your employer-sponsored retirement savings plan is a convenient way to help you accumulate money for retirement. Using payroll deductions, you invest
  • The Cost of Credit
    Sometimes you need to borrow money, especially to pay for a large purchase such as a home or a car. It's easy to focus on your monthly loan payment, but to appreciate
  • What return are you really earning on your money?
    If you're like most people, you probably want to know what return you might expect before you invest. But to translate a given rate of return into actual income or
  • What is asset allocation?
    Each type of investment has specific strengths and weaknesses that enable it to play a specific role in your overall investing strategy. Some investments may offer
    
PreviousNext


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

Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Ā©2014 Allegacy Federal Credit Union.

CUSO Financial Services, L.P. and its representatives do not offer tax advice. For such advise, please contact a tax professional.