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UICCU Wealth Management

Investments, taxes, insurance, retirement, estate planning . . . the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers. If you are like many investors out there, you may be watching key financial markets from a distance, still unsettled by the downturn of several years ago and left wondering about your investment strategy.

This is not the moment for you to be passive—now is a great time to assess your situation, explore the current landscape, and make sure that you're capitalizing on available opportunities so they don’t pass you by. Make sure that you don’t let unanswered questions negatively affect your future. Arm yourself with an investment strategy that is appropriate for the times.

To take advantage of all available options, today’s investor needs two things: an understanding of which investment products are most appropriate for each situation and a relationship with a trusted investment professional who has a clear understanding of the investor’s needs. This requires careful planning, access to unbiased research, and objective advice. We offer each of those services and listen closely to fully understand your needs, risk tolerance, and goals. We invite you to get in touch with us so we can discuss your situation, adjust your financial strategy, and put a plan into action that is right for today.

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Year-End Financial Planning Checklist: Get tips for organizing your financial life in 2017.

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Market Updates

Last Updated: 11/28/16

Index Time Last Change
DJI N/A 19,155.71 -36.22 Down Arrow
NASDAQ N/A 5,251.63 0.52 Up Arrow
S&P N/A 2,189.86 -1.22 Down Arrow
10Yr Treasury N/A 2.38 -0.06 Down Arrow
30Yr Treasury N/A 3.05 -0.05 Down Arrow
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UICCU Wealth Management

Iowa City
825 Mormon Trek Boulevard
Iowa City, IA 52246
1151 2nd Street
Coralville, IA 52241
Cedar Rapids
716 A Avenue NE
Cedar Rapids, IA 52401
405 S. Blairsferry Crossing
Hiawatha, IA 52233
727 Oakbrook Drive
Marion, IA 52302

Investments are not NCUA insured, are not guaranteed by the credit union, and are subject to risks, including possible loss of the principal invested.
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This communication strictly intended for individuals residing in the states of AL,AR,AZ,CA,CO,DC,FL,GA,HI,IA,IL,IN,KS,KY,LA,MA,MD,MI,MN,MO,MS,MT,NC,NE,NJ,NM,NV,NY,OH,OK,OR,PA,SC,SD,TX,VA,VT,WI,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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