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218-336-1800 | www.mpecu.com January 2019
 
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MPECU Retirement and Investment Services

As 2019 kicks into gear, investors may be contending with higher levels of volatility as the Federal Reserve pushes rates toward more historically normal levels. Volatility is also seen to be on the rise due to economic growth that has started and lulled in the US, China and other foreign markets in our globally inter-connected economy.

Some investors have sought shelter from this market volatility in Certificates of Deposits (CDs) and money market accounts. Unfortunately, these accounts have set records of their own—historically low returns that have not kept pace with inflation.*

Given these conditions, MPECU Retirement and Investment Services located at MPECU is here to help.

There are new ways that allow you to participate in the market’s upside potential while setting a limit on your downside risk. We are here to review your current portfolio and discuss these opportunities to help protect retirement gains and potentially reduce risk as a part of your overall investment strategy.

Please give Jenny a call at 218-336-1817 or email her at jenny.anderson@cunamutual.com to schedule an appointment. We look forward to meeting with you soon!

*Campbell, Dakin, “Banks Want Higher Interest Rates,” Business Week, Bloomberg, November 2013

This advisor is also an insurance agent and some of the products sold are annuities and insurance contracts.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. FR-2359357.1-1218-0221


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Disclaimer - All content contained in this newsletter is for informational purposes only and should not be relied upon to make any financial, accounting, tax, legal or other related decisions. Each person must consider his or her objectives, risk tolerances and level of comfort when making financial decisions and should consult a competent professional advisor prior to making any such decisions. Any opinions expressed through the content in this newsletter are the opinions of the particular author only.  


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