Financial Resources

Articles and videos to help power your insights.

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Six Keys to More Successful Investing

CUSO Financial Services, L.P.John M. SagravesFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8760jsagraves@wpcu.coop A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any…

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June 2020 – Retirement Solutions Newsletter

Table of Contents: Student Debt: It's Not Just for Young AdultsMid-Year Is a Good Time to Fine-Tune Your FinancesFour Questions on the Roth Five-Year RuleThe ABCs of Finance: Teaching Kids…

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May 2020 – Retirement Solutions Newsletter

Table of Contents: State Population: Winners and LosersFive Key Benefits of the CARES Act for Individuals and BusinessesWill vs. Trust: Know the DifferenceWhy You Might Need Disability Income Insurance State…

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Coping with Market Volatility

Navigating these volatile markets amid the global COVID-19 pandemic is a challenge no one was prepared for. Some suggest that to help cope with market volatility it may be helpful…

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CARES Act

Learn more about how the new CARES Act can provide relief to both individuals and businesses during the ongoing coronavirus pandemic.

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Special Market Update: Navigating Uncertainty

Listen to Bryan Jordan, Chief Economist at Nationwide Insurance, present the webinar: Special Market Update: Navigating Uncertainty. Bryan will talk about the current market situation and answer a panel of…

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

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

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10 Years and Counting: Points to Consider as You Approach Retirement

CUSO Financial Services, L.P.Dave Hahn, AIF®Senior Financial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-7351dhahn@wpcu.coop…

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Estimating Your Retirement Income Needs

CUSO Financial Services, L.P.Nathaniel StevensFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8722nbstevens@wpcu.coop You know…

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Investment Risk

Understanding Risk

CUSO Financial Services, L.P.Nathaniel StevensFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8722nbstevens@wpcu.coop Few terms…

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Understanding IRAs

CUSO Financial Services, L.P.John M. SagravesFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8760jsagraves@wpcu.coop An…

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