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.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

Stay Off the Phishing Hook

In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

More Newsletters →

July 02, 2009 @ 06:48 PM

Dow Jones Industrials 8,280.74- 223.32
Nasdaq Composite 1,796.52- 49.20
S&P 500 896.42- 26.91
NYSE Composite 5,775.24- 178.77
10 Year Treasury Note 3.50- 0.05
OSX Oil Service Sector Index 152.35- 7.00

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