Investment Services at Bay Federal Credit Union

06/02/2026

What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question Steve Rosen put to a diverse group of financial experts and financial education advocates — and they passed along their answers to this spring’s class of graduates.

What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question Steve Rosen put to a diverse group of financial experts and financial education advocates — and they passed along their answers to this...

06/01/2026

Financial planning is personal. It reflects your life, your priorities, and the moments that matter most.

At Bay Federal Investment Services, we believe everyone deserves to feel understood when building their financial future.

Happy Pride Month!

05/29/2026

Happy 529 Day! 🎓

Education savings can feel big, but small steps add up. Our LPL Financial Advisors can help you explore options that support your family’s goals and fit your long‑term plan.

📅 Schedule a complimentary review today: https://www.bayfed.com/investments/investment-services-contact-form

05/28/2026

As more retirement plans offer annuities, savers are weighing the pros and cons of these sometimes-complex investments.

Check out this article from the Wall Street Journal to learn more.

As more retirement plans offer annuities, savers are weighing the pros and cons of these sometimes-complex investments

05/25/2026

Today, we honor the brave service members who gave their lives in service to our country. Their sacrifice and dedication are the reasons we enjoy the freedom we do today.

Financial markets and our offices are closed today in observance.

05/22/2026

Many companies treat ESG as a compliance exercise, but when used correctly, it becomes a powerful tool for identifying risk and strengthening operations.

05/21/2026

Summer plans can add up quickly. With a little planning, you can enjoy the season and stay on track with your long‑term goals!

Our LPL Financial Advisors can help you balance today’s fun with tomorrow’s priorities.

📅 Schedule a complimentary review: https://www.bayfed.com/investments/investment-services-contact-form

05/18/2026

College costs can add up fast, but planning ahead can make the journey easier. Even small, steady contributions can go a long way over time!

Our LPL Financial Advisors can help you look at education planning options and how they fit into your long‑term goals.

📅 Schedule a complimentary review: https://www.bayfed.com/investments/investment-services-contact-form

05/15/2026

This article from Forbes reviews the origin of the S&P 500 superiority myth, the risks associated with investing solely in this index, and diversification benefits.

Click below to read more.

This article reviews the origin of the S&P 500 superiority myth, the risks associated with investing solely in this index, and diversification benefits.

05/11/2026

Planning for education can feel overwhelming, but you don’t have to figure it out alone.

Whether you’re saving for a child or helping a grandchild, our LPL Financial Advisors can help you explore options that fit your family and your long‑term goals.

📅 Schedule a complimentary review with our LPL Financial Advisors: https://www.bayfed.com/investments/investment-services-contact-form