The Alaska USA Financial Planning & Investment Services program is offered through CUNA Brokerage Services, Inc.*, 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
What’s the right balance of investment options and how do they work? Alaska USA Financial Planning & Investment Services is here to help you make sure you’re making the right choices for your age, lifestyle, and risk tolerance.
If you choose to include stocks in your investment portfolio, this makes you a part owner, or shareholder, with a small stake in the companies that issue the stock. Many investment portfolios include a variety of stocks, to assure balance and diversification.
Bonds are commonly referred to as fixed-income securities. Companies or governments raise money by issuing bonds to investors who then become debt holders. Bonds are designed to provide income to the bondholder in return for lending the money to the issuer. They can be a great way to both earn income and reduce risk.
Mutual funds are professionally managed pools of investments that allow participation by a number of investors. Investors participate proportionally in the gains and losses of the fund. There are many kinds of mutual funds from which to choose, each one based on a set of investment guidelines. Mutual funds provide an opportunity for the average investor to participate in a broadly diversified portfolio of investments.
An annuity is a contract that guarantees a series of payments in exchange for a single lump sum investment or series of investments. The amount and frequency of your distribution payment can be tailored specifically to your needs. Annuities are often used to provide a steady stream of income during retirement.
What to expect if you work with us
A financial professional will listen to your needs and goals, and then help you create a roadmap to get there.
Timing and a solid investment approach are important to any strategic investment plan. With a financial professional to help you, you don’t have to worry about going it alone.
Markets are constantly changing—sometimes up, sometimes down. A professional can help you remove emotion from the equation, so your goals stay on target.
Your overall financial health is about much more than just the stock market, and a financial professional can show you how to manage your goals no matter what milestone is happening in your life.
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning & Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. 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-3878557.1-1021-1123 Exp. 11/20/2023
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