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UVEST Financial ServicesCan investing help you meet your life goals? And how do you select the right investments? SEFCU helps you answer those questions—and demystifies the investing process—with a whole range of in-depth articles. From here you can learn about the ins and outs of mutual funds, the value of diversification, IRAs and so much more. At SEFCU, it’s our responsibility to help you become a savvy investor. And we take that responsibility seriously.
 
*Securities are offered by, and Investment Consultants are registered with, UVEST Financial Services, member NASD/SIPC. UVEST is independent of any financial institution. UVEST and SEFCU are independent entities.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Credit Union Deposit

Risk Tolerance Profile Worksheet  

Weighted Average Return Calculator  

Quick Reference Guide to Stocks  

Glossary of Investment Terms  

An Introduction to Mutual Funds

Mutual Fund Prospectus Answers Questions for Prospective Investors

Diversification Allows Investors to Improve Returns, Reduce Risk

An Overview of Mutual Fund Types

An Intro to Index Funds

Bond Funds Offer Investors Income an Stability

Money Market Funds Offer a Good Place to Put Your Cash

Fine-Tune Your Portfolio With Sector Funds

Choosing the Right Funds for Your Portfolio

With Dollar-Cost Averaging, Time Is on Your Side

Taxing Matters for Mutual Fund Investors

Your Mutual Fund Statement Is Not Junk Mail!

Stay In or Bail Out? Monitoring Your Mutual Funds

What to Know Before you Redeem Fund Shares


 
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