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.
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
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
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 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
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
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
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
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.
November 11, 4 min read
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.
October 22, 3 min read
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.
November 2, 2 min, 51 sec video
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?
October 12, 1 min, 30 sec read
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.
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.
October 7, 1 min, 53 sec video
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.
October 7, 1 min, 52 sec video