WHAT OUR MEMBERS SAY
WHAT OUR MEMBERS SAY
About SchoolsFirst FCU

“The Credit Union has something for everyone, from someone who is financially savvy to a person who just needs basic services.”


– Amy C.
Member Since 2010

About SchoolsFirst FCU
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Stocks & Bonds
Stocks & Bonds

Stocks and bonds are offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Check the background of our investment professionals on FINRA's BrokerCheck.

CBSI is under contract with the Credit Union to make securities available to Members.

 

Generally speaking, a stock is designed to provide long-term growth opportunities and a bond is meant to provide a steady stream of income.

Stocks: A stock represents ownership equity in a company. As the company’s value increases or decreases, so does the value of your stock. Investors expect a higher rate of return because of the potential risk and no guaranteed minimum rate of return. However, such investments also offer the potential for unlimited growth in the stock’s value and the opportunity to receive a portion of the company’s profits in the form of a dividend.

Bonds: When you hold a company or organization's bond, you basically have an IOU, their promise to repay your "loan" in a certain period at a fixed rate of return. The stability of the bond issuer is a prime factor in determining the rate of return and the risk involved.

Choosing which stocks and bonds to add to your portfolio is one of the most important decisions an investor must make. Our experienced financial advisors1 can help you decide which ones are right for you.

Stocks and bonds are offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union Members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.


Contact an Advisor

 

 

Online

Request a complimentary consultation with a financial advisor

 

Call

Call 

 

800.462.8328

Monday through Friday, 9 a.m. - 5 p.m.

 

Email

 

Contact an insurance specialist by sending an email to

investments@schoolsfirstfcu.org

 

Branch

Visit

 

Any SchoolsFirst FCU branch to schedule a complimentary consultation with a financial advisor

 

If you’ve already worked with one of our financial advisors and want to monitor your investments, log into Portfolio View.

Disclosures

1Financial professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the Credit Union to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3438580.1-0221-0323
 

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Calculators •  Calculators
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