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.
Learning Center
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    Newsletters

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  • Glossary

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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

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

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Market Watch

July 31, 2010 @ 02:34 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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