Piedmont Advantage Investment Solutions, Available through CFS

Piedmont Advantage Investment Solutions, Available through CFS Reach your goals with a financial plan. Let our advisors help you today! Investment Representatives are registered through CFS.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Pie

dmont Advantage has contracted with CFS to make non-deposit investment products and services available to credit union members.

Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indic...
10/04/2024

Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indicators and what investors may be talking about in Q4.

Quarterly Market Insights | Q3 2024 U.S. Markets Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter. The Dow Jones Industrial Average, which dipped in Q2, picked up 8.21 percent for the third quarter. The S&P 500 Index...

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat commen...
09/06/2024

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 U.S. Markets Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates. The Dow Jones Industrial Average rose 1.76 percent, while the S&P 500 Index tacked o...

Fellow Gen Xers: Can you see yourself in this article? Let us help you build a solid strategy for retirement.
08/22/2024

Fellow Gen Xers: Can you see yourself in this article? Let us help you build a solid strategy for retirement.

The ‘forgotten generation,’ born between 1965 and 1980, launched their careers at the start of a massive shift in how Americans work.

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest r...
08/08/2024

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 U.S. Markets Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates. The Dow Jones Industrial Average led in July, picking up 4.41 percent. The Standard & Poor’s...

Feeling behind in planning for retirement? Check out the tips near the end of this article.
08/01/2024

Feeling behind in planning for retirement? Check out the tips near the end of this article.

Many Americans in their 50s don't have much saved for retirement, per Fidelity's latest data. Three strategies to consider, according to a retirement expert.

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower...
07/09/2024

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 U.S. Markets Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower. For the quarter, the Standard & Poor’s 500 Index rose 3.92 percent, and the Nasdaq ...

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot,...
06/07/2024

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Monthly Market Insights | June 2024 U.S. Markets Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating. The Dow Jones Industrial Average gained 2.30 percent, while the S&P 500 Index added 4.80 percent. The tech-heavy Nas...

April's stocks took a hit due to rising inflation and mixed economic news, despite a late-month rally fueled by strong Q...
05/07/2024

April's stocks took a hit due to rising inflation and mixed economic news, despite a late-month rally fueled by strong Q1 reports from two mega-cap tech stocks.

Monthly Market Insights | May 2024 U.S. Markets Despite a late-month rally, stocks fell in April as investors struggled with a hotter-than-expected inflation report and mixed news about the economy. The Dow Jones Industrial Average dropped 5.00 percent, while the Standard & Poor’s 500 Index declin...

The stock market saw solid gains this quarter, with AI news, soft landing signs, and dovish comments from the Fed fuelin...
04/06/2024

The stock market saw solid gains this quarter, with AI news, soft landing signs, and dovish comments from the Fed fueling investor confidence.

Quarterly Market Insights | Q1 2024 U.S. Markets Stocks notched solid gains in the first quarter as enthusiasm about artificial intelligence, signs of a soft landing, and dovish talk from the Fed buoyed investor confidence. For the quarter, the Dow Jones Industrial Average rose 5.62 percent, the Sta...

February saw modest gains thanks to upbeat corporate reports and investor enthusiasm regarding artificial intelligence. ...
03/07/2024

February saw modest gains thanks to upbeat corporate reports and investor enthusiasm regarding artificial intelligence.

Monthly Market Insights | March 2024 U.S. Markets Stocks notched solid gains last month as upbeat corporate reports and investor enthusiasm surrounding artificial intelligence overshadowed the Fed’s next move with interest rates. The Dow Jones Industrial Average advanced by 2.22 percent, while the...

January's markets saw modest gains thanks to positive economic data and upbeat Q4 corporate reports which helped support...
02/08/2024

January's markets saw modest gains thanks to positive economic data and upbeat Q4 corporate reports which helped support prices.

Monthly Market Insights | February 2024 U.S. Markets Stocks saw modest gains last month as positive economic data and upbeat Q4 corporate reports helped support prices. The Dow Jones Industrial Average advanced 1.22 percent, while the Standard & Poor's (S&P) 500 Index gained 1.59 percent. The Nasdaq...

Lots of wisdom in this article.
01/30/2024

Lots of wisdom in this article.

Over-reacting to the news can poison your portfolio and sour your life. Here’s how to keep your investment plan on track.

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