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Craig Lundquist, MBA

Sr. Financial Advisor

 

Wealth Advisors

Located at Ideal Credit Union

8499 Tamarack Rd., Woodbury, MN 55125

 

Phone:  651-773-2876

 

Email: craig.lundquist@cunamutual.com

 

Fall 2019

Coping with Market Volatility

It seems like any piece of news can either rattle or encourage stock markets these days, propelling stock prices to rapidly decrease or increase and giving some investors heartburn as they worry and watch. If you are a long-term investor, you typically don’t need to fret about short-term volatility. But if you can’t help worrying or you have a shorter investment timeframe, consider the following tips to help ease your concerns.

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Understand 401(k) Jargon

If you’re like many workers, you contribute to a company-sponsored 401(k) plan, but you might not understand all the financial jargon that comes with one. If you’re among the justifiably confused, some of these definitions may clear up any uncertainty.

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The Family Business

If starting and running a successful business is difficult, doing the same as a family business can seem next to impossible. You can avoid the pitfalls by setting and following some ground rules. Here are a few to consider:

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Managing the Costs of Winter

Severe winter weather can create havoc both personally and financially, so it makes sense to prepare for it and save some money in the process.

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Planning for Holiday Spending

Although the winter holidays are a couple months away, now is a great time to prepare financially for them.

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Money for Emergencies

When the government partially shut down last January, we learned that many Americans didn’t have even one paycheck’s worth of savings to tide them over. Having an emergency fund is essential to help ensure funds are available when unexpected financial hardships occur.

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Guaranteed Retirement Income

If you’re looking for some measure of assurance in retirement in a financial world where few guarantees exist, a fixed annuity* may make sense. While there are many different annuities, one type — a fixed annuity — offers the security many people want.

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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. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution. Ideal Credit Union and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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