CU Investment and Trust Services
Realize your financial goals with solutions tailored to your needs. For a no cost, no obligation meeting, contact the CU Investment and Trust Services Representative for assistance with mutual funds, insurance needs and more.

Bear Markets Require Patience and Planning
Can your investments weather this period of volatile markets and still stay on track with your short-term and long-term goals? This change in market conditions presents a good time to review your goals, risk tolerance and investment allocations to make sure you are positioned properly.

Are You on the Right Road to Retirement?
Just how confident are you that you'll have enough money set aside for your retirement? Do you feel good about how you're investing the dollars you've already saved? Find out where you are at with our Retirement Road Test today!

Calculators
Access the tools you need to organize your financial life. You will find financial workbooks featuring a dozen integrated calculators, as well as checklists and tips. You can estimate how much to save for retirement or how much life insurance you need.

Articles
Our financial education articles provide you with a vast amount of information concerning your financial well-being.

Trust Services
You can get help with tax savings strategies, estate settlement, asset management services, charitable giving, life insurance trusts and more through MEMBERS™ Trust Company.

Stocks fall for 3rd day as dollar strengthens
NEW YORK - The stock market ended a losing week with light selling as investors grew uneasy about a rising dollar and spiking demand for the safest government debt.Stocks fell for the third straight day Friday as a disappointing earnings report from computer maker Dell Inc. weighed on technology shares. Nov 20, 03:48 PM