Investment Services

Investment Services Welcome to LBS Financial Investment Services. Personalized planning for your future. www.finra.org, www.sipc.org.

The financial consultants at LBS Financial Investment Services are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. LBS Financial Credit Union and LBS Financial Investment Services are not registe

red as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LBS Financial Investment Services, and may also be employees of LBS Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LBS Financial Credit Union or LBS Financial Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

The financial professionals associated with LPL Financial 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. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

๐—ง๐—ต๐—ฎ๐—ป๐—ธ ๐—ฌ๐—ผ๐˜‚, ๐—ฉ๐—ฒ๐˜๐—ฒ๐—ฟ๐—ฎ๐—ป๐˜€!Today and every day, we honor your commitment, bravery, and sacrifice. Your service has shaped our n...
11/12/2023

๐—ง๐—ต๐—ฎ๐—ป๐—ธ ๐—ฌ๐—ผ๐˜‚, ๐—ฉ๐—ฒ๐˜๐—ฒ๐—ฟ๐—ฎ๐—ป๐˜€!

Today and every day, we honor your commitment, bravery, and sacrifice. Your service has shaped our nation, and we are grateful for the freedoms we enjoy because of you.

11.11.23

๐ŸŽƒ๐Ÿ‘ป Happy Halloween, Investors! ๐Ÿ‘ป๐ŸŽƒ๐ŸฉบWe're not just "playing doctor" today โ€“ we're prescribing some SPOOKTACULAR investment...
10/31/2023

๐ŸŽƒ๐Ÿ‘ป Happy Halloween, Investors! ๐Ÿ‘ป๐ŸŽƒ

๐ŸฉบWe're not just "playing doctor" today โ€“ we're prescribing some SPOOKTACULAR investment advice! ๐Ÿฉบ

As your trusted financial physicians, we're here to cure those money worries and help you grow your wealth, one investment at a time! ๐Ÿ“ˆ๐Ÿ’ฐ

Let's treat your financial future with the care it deserves. Don't be scared to invest โ€“ let us be your financial healers! ๐Ÿ’‰๐Ÿ’ธ

Have a BOO-tiful Halloween, and remember, the only thing scarier than the stock market is not investing at all! ๐ŸŒ™๐Ÿ•ท๏ธ

LBS Financial Investment Services is thrilled to be part of this year's Good Habits Festival, where we're promoting the ...
10/30/2023

LBS Financial Investment Services is thrilled to be part of this year's Good Habits Festival, where we're promoting the importance of financial wellness and smart investments.

Join us for a FREE Webinar! Gain a deeper understanding of the dynamic factors that drive our financial world. Learn abo...
10/29/2023

Join us for a FREE Webinar! Gain a deeper understanding of the dynamic factors that drive our financial world. Learn about:
โœ” The current state of the economic market
โœ” Drivers of inflation
โœ” Changing demographic trends
โœ” and more!
Visit https://www.lbsfcu.org/accounts/investments/investments/ to register, and for more information and full disclosures.

Understanding Treasury Term PremiumsEver wondered what makes Treasury bonds more than just pieces of paper? Let's talk a...
10/25/2023

Understanding Treasury Term Premiums

Ever wondered what makes Treasury bonds more than just pieces of paper? Let's talk about Treasury Term Premiums โ€“ a crucial concept in the world of finance!

๐Ÿง What is a Treasury Term Premium?
The Treasury Term Premium is the extra yield that investors demand for holding long-term Treasury bonds (10-year or 30-year) instead of short-term ones (like 2-year). It reflects the compensation for taking on interest rate risk over a more extended period.

๐Ÿ“‰ Why does it matter?
It influences interest rates and bond prices.
Economic conditions, inflation, and investor sentiment affect it.
Understanding it can help in gauging market expectations.

๐Ÿ’ก Key Takeaway:
Treasury Term Premiums provide insights into the market's perception of future interest rate movements. A rising premium may indicate expectations of higher rates, affecting your investment strategy!

Stay tuned for more financial insights!

Tuesday, October 24, 2023

10/17/2023

Join us for a FREE Webinar! Gain a deeper understanding of the dynamic factors that drive our financial world. Learn about:

โœ” The current state of the economic market
โœ” Drivers of inflation
โœ” Changing demographic trends
โœ” and more!

Visit https://www.lbsfcu.org/accounts/investments/investments/ to register, and for more information and full disclosures.

Welcome to LBS Financial Investment Services. Personalized planning for your future.

10/16/2023

Thursday, October 12, 2023

10/11/2023

Tuesday, October 10, 2023

09/28/2023

Tuesday, September 26, 2023

09/14/2023

Wednesday, September 13, 2023

September is College Savings Month! ๐Ÿ“š๐ŸŽ“๐ŸŒŸ Invest in your child's future today, and watch them shine tomorrow! ๐ŸŒŸJoin us in ...
09/06/2023

September is College Savings Month! ๐Ÿ“š๐ŸŽ“

๐ŸŒŸ Invest in your child's future today, and watch them shine tomorrow! ๐ŸŒŸ

Join us in celebrating the importance of saving for higher education. Whether you're a parent, grandparent, or student, now is the perfect time to start planning for those college dreams.

Planning ahead now can result in brighter futures.

Address

5505 Garden Grove Boulevard
Westminster, CA
92683

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