Resources to help support you today, tomorrow and well into the future

Find the latest news, information and more to make the best decisions when serving your employees, customers and community.

Consumer Sentiment

Pandemic Shines a Light on Need to Help Members with Investments

For years, the need for retirement savings and the focus required on individual investment plans has changed dramatically. Rob Comfort, President of CUNA Brokerage Services, Inc., offers best practices on making investment services core and why it requires more than a vision.

January 25, 3 min, 46 sec read


Important News You Can Use

Market Outlook

Scott Knapp headshot with play button

Good Riddance 2020! Welcome 2021!

Scott Knapp, our Chief Market Strategist, provides his market outlook for the coming year in Wealth Management’s 2021 Market Outlook.

January 2021, 2 min, 49 sec read

Consumer Sentiment

An elderly couple looking at documents.

Emotional Engagement: Differentiate Your Members’ Experience

Emotions play a huge role in shaping member experience. They also influence their desire to buy or not to buy, what they remember and share, and whether they will be loyal to your credit union.

December 8, 3 min, 15 sec read

Financial Planning

Financial Data & 2021 Retirement Tax Limits

Financial Data & 2021 Retirement Tax Limits

Comprehensive financial data that provides 2021 retirement tax limits and helps you stay on top of tax information.

December 20, 5 min, 21 sec read

Customer Experience

Hand holding a phone looking at graphs on paper

Use Your Data to Understand Staff and Members During COVID-19 and Beyond

No two credit unions will experience the impact of COVID-19 in the same way. Listen in for tips on how to view your data with a fresh perspective.

January 15, 28 min 3 sec podcast

Financial Planning

Woman smiling a typing on a laptop computer

Helping Members Make Smart Student-Loan Repayment Decisions

Three strategies for empowering members to navigate the maze of student debt.

January 28, 4 min 51 sec read

Financial Planning

Five smart ways to use your stimulus check

Strategic Ways to Use Your Stimulus Check

Need guidance on how to use your stimulus check wisely? What are your choices and how do you prioritize spending your funds? Review 5 smart ways to use your stimulus check.

December 30, 2 min, 35 sec read

Glass jar filled with coins with a green plant coming out of the top

Financial Planning

Everything You Need to Know About 401(k)

401(k)s are a critical piece of the retirement planning for millions of American workers. Rob Comfort, president of CUNA Brokerage Services, Inc., discusses how most Americans should be saving more than they are.

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November 11, 4 min read

Middle-aged couple looking at each other and smiling

Financial Planning

Why Investment Services Are Crucial to Your Members

A pandemic is the exact time members need wealth management planning. Frank Smith, Director of Investment Solutions, recently offered some insight on what a wealth management program could mean to credit unions.

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October 22, 3 min read

Steve Rick headshot

Economic Outlook

What to Expect from the Economy

Steve Rick, CUNA Mutual Group’s Chief Economist, gives his latest economic update and discusses what economic trends credit unions can expect in 2021.

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November 2, 2 min, 51 sec video

Top 5 Tips for Real Financial Security in a Virtual World

Financial Planning

Financial Security in a Virtual World

In-person meetings aren’t always possible, so how do you find help managing your finances and protecting your information?

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October 12, 1 min, 30 sec read

African-American couple laying on the lawn, taking a selfie on an ipad

Financial Recovery

Credit Unions Advancing Communities

How do credit unions impact communities? Visit the Advancing Communities website to read personal stories and learn more about the economic impact credit unions have.

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October 19

COVID-19's Impact on Members' Digital Behavior

Customer Experience

COVID-19's Impact on Members' Digital Behavior

Patrick McElhenie, Director, Horizon 2 Innovation Center, highlights members’ changing digital behavior during the pandemic and how to plan for after the pandemic.

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October 7, 1 min, 53 sec video

Shifting Consumer Sentiment About Finances

Customer Experience

Shifting Consumer Sentiment About Finances

CUNA Mutual Group’s VP of Customer Operations, Karim Habib, talks about the opportunity credit unions have to both protect more members and improve their bottom line.

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October 7, 1 min, 52 sec video

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates.
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