2002 Boston Road,
Wilbraham,
MA
01095
413.333.5459
Account View
Menu
Home
Home
Services
Financial Planning
Nearing Retirement
Retirement Planning
Life Insurance
Saving for College
Estate Planning
Business Solutions
Income Strategies in Retirement
Consolidating Retirement Accounts
About
Christopher Casale
Elaine Cote
Calculators
Retirement
Investment
IRA Contribution
College Savings
Life Insurance
Resources
Contact Us
Account View
Global Portfolio Strategy | December 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:4133335459'>413.333.5459</a></p> <div class="moonlight-address_block"> <p class="moonlight-address1">2002 Boston Road</p> <p> <span class="moonlight-city">Wilbraham,</span> <span class="moonlight-region">MA</span> <span class="moonlight-postalcode">01095</span> </p> </div> <a href="mailto:pncuis@lpl.com" itemprop="email"> pncuis@lpl.com </a> </div> <div class="c-socialMedia"> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.pncufs.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.pncufs.com/resource-center/investment" >Investment</a></li><li><a href="https://www.pncufs.com/resource-center/estate" >Estate</a></li><li><a href="https://www.pncufs.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.pncufs.com/resource-center/tax" >Tax</a></li><li><a href="https://www.pncufs.com/resource-center/money" >Money</a></li><li><a href="https://www.pncufs.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.pncufs.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.pncufs.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.pncufs.com/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://www.pncufs.com/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 are 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. PNCUFS and PNCU Investment Services <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 PNCU Investment Services may be employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PNCU and PNCUFS and insurance offered through LPL or its affiliates are:</p><p><strong>Not Insured by NCUA or Any Other Government Agency</strong><br /><strong>Not Credit Union Guaranteed</strong><br /><strong>Not Credit Union Deposits or Obligations</strong><br /><strong>May Lose Value</strong></p><p>Your Credit Union (“Financial Institution”) 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. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.</p><p>The LPL Financial registered representative(s) 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> </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=2.86.45.36196.305"></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=2.86.45.36196.305"></script> <script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/sections.js"></script><script type="text/javascript" src="https://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 src="https://unpkg.com/@phosphor-icons/web@2.0.3"></script><script> // ------------------------------------------------------------------ //Special Nav button in navigation line // ------------------------------------------------------------------ (function() { const navBtns = [ { text: 'Login', additionalClass: 'navBtn2' }, { text: 'Contact Us' } ]; navBtns.forEach( function( navBtn ) { $('#mainNav .c-topnav__menu-item .c-topnav__menu-text span:contains(' + navBtn.text + ')').parent().parent().addClass(`navBtn`); if( navBtn.additionalClass ) { $('#mainNav .c-topnav__menu-item .c-topnav__menu-text span:contains(' + navBtn.text + ')').parent().parent().addClass( navBtn.additionalClass ); } }); })(); // ------------------------------------------------------------------ //Add Transparent Header // ------------------------------------------------------------------ const addTransparentHeader = function(){ const sectionPass = ['.bannerSection', '.dev-bannerSection#section_0', '.dev-subpageHero#section_0', '#section_0[style*="background-color:"]:not(.dev-nonFixedHeader)', '#section_0[style*="background-image:"]:not(.dev-nonFixedHeader)', '#section_0.section_Rotator.c-rotator-size--fullwidth:not(.dev-nonFixedHeader)']; const sectionTest = sectionPass.some(function(sectionSelector){ const section = document.querySelector(`body.subpage ${sectionSelector}`); return section; }); if(sectionTest){ document.querySelector('body').classList.add('transparentHeader'); } } addTransparentHeader(); // ------------------------------------------------------------------ //Affinity Full Image Boxes // ------------------------------------------------------------------ (function() { const AffinityFullImageBoxes = document.querySelectorAll('.dev-boxes-Clickable-FullImages-Affinity .box.Image'); AffinityFullImageBoxes.forEach( function( box ) { const imageSrc = box.querySelector('.c-box-image img').getAttribute('src'); if( imageSrc ) box.style.backgroundImage = `url("${ imageSrc }")`; }); })(); // ------------------------------------------------------------------ //Combining Sections // ------------------------------------------------------------------ combiningSectionsFunction('.dev-cta-TextForm'); combiningSectionsFunction('.dev-homepageServices'); combiningSectionsFunction('.dev-servicesSection'); combiningSectionsFunction('.dev-leadGen'); // Add link to site $(".c-topbar-address").append('<a href="https://www.pncu.com/" target="_blank">PNCU.com</a>') </script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.36196.305"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.36196.305"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.36196.305"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.36196.305"></script> </body> </html><script>(function(){function c(){var b=a.contentDocument||a.contentWindow.document;if(b){var d=b.createElement('script');d.innerHTML="window.__CF$cv$params={r:'9f78ceed2a61ecd4',t:'MTc3ODA3OTE0MQ=='};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>
