WSECU Investment Services

09/01/2026

September is Self-Improvement month! 🌱🏃‍♀️ Here are 7 low-effort, self-care habits that you could easily integrate into your busy workday to boost your career performance 👉

If you're like many high performers, you abandon low-effort, self-care habits that you could easily integrate into your busy workday to boost your career performance.

08/31/2026

Asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. The asset allocation calculator is a great place to start your analysis in building a balanced portfolio.

Check it out here: https://wsecu.org/resources/asset-allocation-calculator

08/27/2026

Meet Glenn! ⭐ Glenn has been in the insurance and financial services industry since 1993. He believes that everyone deserves good financial advice. Glenn enjoys helping clients work toward their goals. He holds his Series 6, 7, 63, 65 and 66 securities registrations through LPL Financial, as well as life and disability insurance licenses. 💡 Learn more about Glenn and the rest of the team here: https://wsecu.org/investing/financial-advisors/grichardson

08/26/2026

Happy Women's Equality Day! Here’s to equality, justice, and the unstoppable spirit of women. 💙

08/25/2026

Weekly Market Commentary is up! Read more on this week's financial market insights and stay up to date on the latest news. 📖 https://wsecu.org/resources/lpl-weekly-commentary

08/24/2026

Financial literacy empowers individuals to make informed financial decisions, manage their finances effectively, and ultimately gain more control over their financial future.

Check out our website for resources to help: https://wsecu.org/investing/how-we-can-help

08/19/2026

At WSECU Investment Services we're here to help you stay informed with fresh perspectives from the financial industry! Head to https://wsecu.org/resources/lpl-weekly-commentary to read this week's 📖

08/18/2026

Small steps can lead to meaningful change.📝

Use this simple checklist to start building better balance—one habit at a time.

08/17/2026

Year-end planning isn’t just about checking boxes it’s about making informed decisions in a limited window of time. This guide is designed to help you think through key financial choices and how they may fit into your broader strategy.

08/14/2026

Today is National Financial Awareness Day! Preparing for year-end financial planning doesn’t start in the final months of the year, it starts well before Q4.

This guide is designed to help you prepare for 2026 year-end planning, so you can maximize opportunities, minimize surprises, and stay aligned with your long-term goals.

Preparing for year-end financial planning doesn’t start in the final months of the year, it starts well before Q4. Taking time earlier in the year to organize your finances, evaluate your progress, and understand potential tax implications can help you make more informed, confident decisions when ...