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If you need emergency assistance due to the recent flooding, reach out. WSECU is here to help.

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Asset Allocation Calculator

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 calculated asset allocation is a great place to start your analysis in building a balanced portfolio. Click on the "View Report" button for a detailed look at your results.

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Your perspective is important to us and helps us see where we’re hitting the mark and where there might be areas to improve.