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: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

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.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

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Market Watch

July 31, 2010 @ 02:25 PM

Dow Jones Industrials 10,465.94- 1.22
Nasdaq Composite 2,254.70+ 3.01
Nasdaq 100 1864+ 3.70
S&P 500 1,101.60+ 0.07
Russell 2000 650.89+ 0.46
10 Year Treasury Note 3+ 0.01
Wilshire 5000 11,492.94+ 7.78

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