Sb1 Federal Credit Union

Jim Tait and Louise Selsky, our CFS Investment Advisors at Sb1 Federal Credit Union, are on hand to provide a variety of investment options to help meet your financial needs through CUSO Financial Services, L.P. (CFS). 

It is important to plan for your future--and there's no better time to begin than now.  Jim and Louise are licensed and educated to provide investment and financial planning advice to help members reach their financial goals.  That means they're here to answer questions and assist you every step of the way.

It's the ideal option for the investor who wants the best mix of control, advice, experience and an advisor that really understands how they want to invest.

We offer a number of services and products; please click on the "Our Services" link for details.

Jim Tait is currently licensed to do securities business in the following states: AZ, DE, DC, FL, MD, NJ, NC, PA, RI, TX, WA and WY.  Louise Selsky is currently licensed to do securities business in PA.  Additional states may be available upon request.
Calculators

Federal Income Tax

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

More Newsletters →