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Investment Trends & Insights for Credit Unions 

Investment Opportunities to Advance Talent Management & Community Impact

Employee benefits costs continue to rise, and more cooperatives are seeking ways to maximize their community impact. Fortunately, credit unions can access expanded investments through Employee Benefits Pre-Funding Plans and Charitable Donation Accounts, which provide an opportunity to potentially earn greater investment returns.

Join Jason Haley, chief investment officer, and Robert Perry, Principal of ALM First along with Jay Johnson, President of Trust for Credit Unions, to learn more about expanded investment opportunities that can help your cooperative enhance both talent management and community impact. Our experts will also share important details regarding the new portfolios Trust for Credit Unions is launching to help more credit unions take advantage of Employee Benefits Pre-Funding Plans and Charitable Donation Accounts.

Download the Slide Deck.

Investment Trends & Insights For A Changing Economic Landscape – Join Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Jay Johnson, president, Trust for Credit Unions, for an interactive discussion about the latest economic and market insights along with investment trends based on 4Q 2021 Performance Data for all U.S. Credit Unions.

Download the Slide Deck.

Investment Trends & Insights For A Changing Economic Landscape – Join Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Jay Johnson, president, Trust for Credit Unions, for an interactive discussion about the latest economic and market insights along with investment trends based on 3Q 2021 Performance Data for all U.S. Credit Unions.

Download the Slide Deck.

Investment Trends & Insights for Credit Unions

“Rarely a straight line” … that’s a phrase veteran market participants understand all too well, and recent activity has brought forth reminders of the various obstacles that can dampen sentiment in any business cycle.

This webinar will help you look beyond the headlines to better understand what is driving the current market trends that could impact your credit union’s investment portfolio. Experts from ALM First, investment advisor for Trust for Credit Unions, and Callahan Financial Services, distributor of Trust for Credit Unions, will share key insights on the latest market news and an analysis of the most recent industry data to help you assess the current landscape.

Join Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for an interactive discussion about the latest economic and market insights along with investment trends based on 2Q 2021 Performance Data for all U.S. Credit Unions.

Download the Slide Deck.

Investment Trends & Insights For A Changing Economic Landscape – Join Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for an interactive discussion about the latest economic and market insights along with investment trends based on 1Q 2021 Performance Data for all U.S. Credit Unions.

Download the Slide Deck.

Managing Excess Liquidity – Investment Trends & Insights For Credit Unions – Join Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for an interactive discussion about the latest economic and market insights along with investment trends based on 4Q 2020 Performance Data for all U.S. Credit Unions.

Download the Slide Deck.

2021 Economic Outlook: Investment Trends & Insights For Credit Unions – Join Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on 3Q 2020 Performance Data for all U.S. Credit Unions.

Navigating Unprecedented Economic Data: The Latest Investment Insights For Credit Unions – Join Jason Haley, Chief Investment Officer of ALM First Financial Advisors and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on 1Q 2020 Performance Data for all U.S. Credit Unions.

Investment & Economic Update: Global Dynamics and Market Trends – Join Callahan & Associates and Jason Haley, Chief Investment Officer of ALM First Financial Advisors and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends for all U.S. Credit Unions.