Charter Investment Services, Inc.

Christine T. Jedrzejewski

Certified Financial Planner
Investment Advisor Representative


 

Offering Portfolio Management and Financial Planning Services to Individuals and Businesses. 

 

Offices located in Milwaukee, Wisconsin and Cape Coral, Florida
 

 

 

Asset Management Services Provided Through Voyager Capital Management, LLC
Securities and Investment Advisory Services Offered Through
Capital Financial Services, Inc.,Broker Dealer - Investment Advisor
Member FINRA, SIPC

This website does not constitute an offer of products or services outside the area where Capital Financial Services, Inc. is registered or exempt from registration.
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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

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Market Watch

March 10, 2010 @ 06:54 AM

Dow Jones Industrials 10,564.38+ 11.86
Nasdaq Composite 2,340.68+ 8.47
Nasdaq 100 1,901.38+ 10.49
S&P 500 1,140.44+ 1.94
Russell 2000 669.63+ 2.52
10 Year Treasury Note 3.70+ 0.02
Wilshire 5000 11,874.69+ 22.95

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