608-400-8500
wealthmanagement@uwcu.org
Menu
Home
About
About Us
Our Team
Services
Resources
Retirement
Investment
Social Security
Estate
Tax
Insurance
Events
Request a Call
Global Portfolio Strategy | October 2025
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:6084008500'>608-400-8500</a></p><p class="moonlight-phone">Office: <a href='tel:4143595700'>414-359-5700</a></p> <div class="moonlight-address_block"> <p class="moonlight-address1">3750 University Avenue</p> <p> <span class="moonlight-city">Madison,</span> <span class="moonlight-region">WI</span> <span class="moonlight-postalcode">53705</span> </p> </div> <a href="mailto:wealthmanagement@uwcu.org" itemprop="email"> wealthmanagement@uwcu.org </a> </div> <div class="c-socialMedia"> <a href="https://www.facebook.com/WealthManagementatUWCU" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> <i class="fa fa-facebook" aria-hidden="true"></i> </a> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://wealthmanagement.uwcu.org/resource-center/retirement" >Retirement</a></li><li><a href="https://wealthmanagement.uwcu.org/resource-center/investment" >Investment</a></li><li><a href="https://wealthmanagement.uwcu.org/resource-center/estate" >Estate</a></li><li><a href="https://wealthmanagement.uwcu.org/resource-center/insurance" >Insurance</a></li><li><a href="https://wealthmanagement.uwcu.org/resource-center/tax" >Tax</a></li><li><a href="https://wealthmanagement.uwcu.org/resource-center/money" >Money</a></li><li><a href="https://wealthmanagement.uwcu.org/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://wealthmanagement.uwcu.org/resource-center/articles" >Latest Articles</a></li><li><a href="https://wealthmanagement.uwcu.org/resource-center/videos" >All Videos</a></li><li><a href="https://wealthmanagement.uwcu.org/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://wealthmanagement.uwcu.org/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p><strong>Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member <a href="http://www.finra.org" target="_blank" rel="noopener">FINRA/</a><a href="http://www.sipc.org" target="_blank" rel="noopener">SIPC</a>)</strong>. Insurance products are offered through LPL or its licensed affiliates. UW Credit Union and Wealth Management at UW Credit Union <span style="text-decoration: underline;"><strong>are not</strong></span> registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at UW Credit Union, and may also be employees of UW Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of UW Credit Union or Wealth Management at UW Credit Union. Securities and insurance offered through LPL or its affiliates are:</p><table><tbody><tr><td><strong>Not Insured by NCUA or Any Other Government Agency</strong></td><td><strong>Not Credit Union Guaranteed</strong></td><td><strong>Not Credit Union Deposits or Obligations</strong></td><td><strong>May Lose Value</strong></td></tr></tbody></table><p>The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.</p><p>_________________________________________________________________________________</p><p>UW Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.</p><p>Please visit <a href="https://urldefense.com/v3/__https://nam12.safelinks.protection.outlook.com/?url=https*3A*2F*2Furldefense.com*2Fv3*2F__https*3A*2F*2Fwww.lpl.com*2Fdisclosures*2Fis-lpl-relationship-disclosure.html__*3B!!Ebr-cpPeAnfNniQ8HSAI-g_K5b7VKg!JecF9GnKZzWzxJkcJZurjDxHv8BcdI6xDuCcd-6JInvcLNmX24TrRQQIyHWtNWQpPS5EB7sXc2gO7uR89mnA_Q*24&data=05*7C01*7Cbhubing*40uwcu.org*7C7526cdf7a9e3419d1c9a08dabb741743*7C41b430cd7b8141faa8d4ce5c797bdc5c*7C0*7C0*7C638028404538626735*7CUnknown*7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0*3D*7C3000*7C*7C*7C&sdata=*2BeEiIWIxcVMloVe*2BzQ3n5JPdsHNAvj0G8OrNji*2Fb*2B4M*3D&reserved=0__;JSUlJSUlJSUlJSUlJSUlJSUlJSUlJSUlJSUlJSUlJSU!!Ebr-cpPeAnfNniQ8HSAI-g_K5b7VKg!IVx2pz7DPKVdwte18mK6O2AlhKB7Xv7xLhz_mkNuHg4Zwt3MFEhWILpGOKkVaEXMr31EG5zptO_MKtnEqVsErQ$" target="_blank" rel="noopener">https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html</a> for more detailed information.</p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/sections.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Headers/sticky/js/sticky.js"></script><script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/subpageBanner.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/commonRequests.js"></script><script> combiningSectionsFunction('.dev-cta-TextForm'); // ------------------------------------------------------------------ //Special Nav button in navigation line // ------------------------------------------------------------------ const navBtnTitle = 'Schedule a Call'; $('#mainNav .c-topnav__menu-item .c-topnav__menu-text span:contains(' + navBtnTitle + ')').parent().parent().addClass('navBtn'); // Additional Header Buttons (function() { const secondHeaderBtn = [ { text: 'Account Access', url: `https://myaccountviewonline.com/login/`, target: '_blank', selector: 'login-btn' } ]; addHeaderBtn(secondHeaderBtn); })(); // Add Fixed Header if Subpage Banner (function() { const header = document.querySelector('.c-header'); const subpageSxSBanner = document.querySelector('.dev-bannerSection, .bannerSection'); if( header && subpageSxSBanner ) header.classList.add('fixed-header'); })(); // Add second phone number var tPhone = document.createElement('a') $(tPhone).attr('href', 'tel:4143595700').text('414-359-5700'); $(tPhone).prepend('<i class="fa fa-phone fa-fw c-topbar-phone-icn c-phone--icn" />') $('.c-topbar-phone').append( tPhone ) $('.page-contact .o-content__container .o-container:not(".bannerSection .o-container")').prepend($('.c-contact__form.form')) </script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.35074.291"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.35074.291"></script> </body> </html><script>(function(){function c(){var b=a.contentDocument||a.contentWindow.document;if(b){var d=b.createElement('script');d.innerHTML="window.__CF$cv$params={r:'9f6396e78b36c125',t:'MTc3Nzg1NjY0Ng=='};var a=document.createElement('script');a.src='/cdn-cgi/challenge-platform/scripts/jsd/main.js';document.getElementsByTagName('head')[0].appendChild(a);";b.getElementsByTagName('head')[0].appendChild(d)}}if(document.body){var a=document.createElement('iframe');a.height=1;a.width=1;a.style.position='absolute';a.style.top=0;a.style.left=0;a.style.border='none';a.style.visibility='hidden';document.body.appendChild(a);if('loading'!==document.readyState)c();else if(window.addEventListener)document.addEventListener('DOMContentLoaded',c);else{var e=document.onreadystatechange||function(){};document.onreadystatechange=function(b){e(b);'loading'!==document.readyState&&(document.onreadystatechange=e,c())}}}})();</script>
