Wealth Management

Find an investment mix that makes dollars and sense.

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It all starts with your dreams

Wealth management may seem as daunting as rocket science, but we’ll help you break it down. Whether you’re dreaming of retirement, becoming a homeowner, or sending your children to college, we will work with you to find the investment mix to put your dreams within reach.

Our specialized investment mixes can include:

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    Stocks, Bonds, Mutual Funds & ETFs

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    Professionally Managed Investment Accounts

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    Retirement Plans, 401(k), and Social Security Review

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    Insurance Review

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    Education/College Planning

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    HSA (Health Savings Account)

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    Cash Management, Money Market, Market-Linked Certificates of Deposit

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    And much, much more!

Meet Your Advisor

Evan Kulak

Evan Kulak

Financial Advisor

Credit Union Wealth Group

Set up a complimentary, no-cost, no-obligation consultation!

2024 Market Recap & Outlook

May 2024 Market Recap

The S&P 500 Index gained +5.1%, slightly outperforming the Russell 2000 Index’s +5.0% return. Ten of the eleven S&P 500 sectors traded higher, led by Utilities.

Corporate investment-grade bonds produced a +2.2% total return as Treasury yields fell, outperforming the corporate high-yield bond index’s +1.6% total return.

International stock performance was varied. The MSCI EAFE developed market stock index returned +5.1%, while the MSCI Emerging Market Index returned +2.0%.

Read the Full May Report

 

2Q 2024 Recap & 3Q 2024 Outlook

The topic of interest rate cuts continues to dominate the financial markets. Investors are focused on when the Federal Reserve will lower rates, all while keeping a close eye on corporate earnings and valuations. Economists are analyzing inflation and labor market data to determine their impact on the probability and timing of rate cuts. Speeches by Fed members and minutes of recent Fed meetings have received greater scrutiny as investors search for clues about the central bank’s next steps. This  letter recaps the second quarter, discusses investors’ focus on the Federal Reserve, and looks ahead to the remainder of 2024.

Read the 2Q Recap and 3Q Outlook Report

Evan Kulak

Disclosures

Wealth management products and services are offered independently through Credit Union Wealth Group, an SEC registered investment advisor. Credit Union Wealth Group and Meridian Trust Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union, credit union service organization, or credit union affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested.