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A penny saved, is a penny earned.

But let's assume you want more than a penny

Most people aren't aware of the many options available to them for increasing the earning power of money. By keeping too many assets in low earning accounts you may be losing the opportunity for your savings to earn a better return, and that may affect your long-term financial plans. Understanding the earning power of compounding interest will help you potentially maximize your returns and achieve your goals.

investment chart

Time-tested principles

Effective long-term planning and proper asset allocation is the key to strong financial performance over the long term.

  • Is your goal to retire early?
  • Do you need income now, or are you looking to build your wealth?
  • What is your tolerance for risk?
What is right for one individual may not be right for another. This is why it is important to lay out an investment strategy that works with your personal financial goals.

Practical solutions and objective advice

UMassFIVE Financial & Investment Services provides investments through CUSO Financial Services LP (CFS), our independent broker dealer. We specialize in helping to develop a financial strategy that works for you. Our practical and objective advice will help guide you in selecting the best options for your unique situation, and an annual review will help ensure that your strategy matches your changing lifestyle. We are focused on achieving long-term performance, and we work toward that end, always keeping in mind your financial needs and goals.

*The return shown is for illustrative purposes only and is not intended to predict the return of any investment, which will fluctuate, and could result in a loss in a declining market.

Investment products and services offered through CUSO Financial Services,
L.P. (CFS), an independent broker/dealer, are not NCUA/NCUSIF insured,
not Credit Union guaranteed and may lose value. Advisors are employed
by UMASSFive College Federal Credit Union and registered through CFS.
(Member FINRA/SIPC).

For questions or assistance, please contact Financial & Investment Services at 800.852.5886 ext 5580, or email us today!
 
 
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