Investment Services

Telhio Credit Union is a not-for-profit financial cooperative that is a  full-service financial institution. That means that our members are our owners and they can expect to receive high-quality financial services to meet all of their needs.

Telhio Investment Services is an integral part of your credit union of choice.  As part of a safe and strong financial cooperate, Telhio Investment Services, through our broker/dealer, CUSO Financial Services, L.P. (CFS), makes available to you world-class money managers that are some of the most respected companies available to manage your investment accounts.

CFS Advisors and Representatives at Telhio Investment Services make it easy to customize a personal financial plan based on your unique objectives and financial situation.  Representatives meet with you in a relaxed, no-obligation, confidential meeting at a location of your choice.

 When it is time to decide upon a life insurance policy, gain advice about what to do about a 401 (k) rollover, or need help selling shares of stock, consider the knowledgable and professional associates of Telhio Investment Services.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Car Affordability

How much can you afford to pay for a car?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Increase Your Protection

If your net worth exceeds the amount of liability coverage provided by your homeowners and auto insurance policies (each usually tops out somewhere between $300,000 and $500,000), you might want to consider an umbrella liability insurance policy.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

An ILIT Might Fit

If you are concerned about estate taxes, an ILIT might be the way to go.

How Much Is Enough?

When you look at your life insurance coverage as a lump sum, it might seem like a lot of money, but how much is it in relation to your annual income?

More Newsletters →

November 20, 2008 @ 07:15 PM

Dow Jones Industrials 7,552.29- 444.99
Nasdaq Composite 1,316.12- 70.30
S&P 500 752.44- 54.14
NYSE Composite 4,651.21- 360.78
10 Year Treasury Note 3.14- 0.25
OSX Oil Service Sector Index 105.41- 19.88

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