Chartered Financial Services, LLC

07/16/2026

As we move into the second half of the year, market momentum and shifting trends continue to shape what comes next. A recent Business Insider article highlighted key factors that were top of mind for investors heading into summer, including retail activity, technical resets, and seasonal patterns.

Here are three themes that may still be worth keeping on your radar as we move through the second half of the year. 👇

The stock market is heading for a critical stretch of the year. Citadel Securities' top strategist flagged three things for investor to watch.

07/14/2026

Your financial future deserves a plan built around you.

At Chartered Financial Services, we help individuals and families navigate life's financial decisions with confidence through personalized guidance and tailored strategies. From retirement planning and investment management to insurance solutions and comprehensive financial planning, our team is committed to helping you work toward your goals.

Watch our video to learn more about who we are and how we can help.
🎥 Watch here: https://youtu.be/W7SSjOWyYao

🌐 Learn more: https://www.charteredfinancial.com

At Chartered Financial Services, we help individuals and families b...

07/10/2026

Introducing the folks behind the mic of Financial Wellness Weekly 🎧🎙️

Meet Nina and Liz. They’ve been on every podcast so far, bringing real, grounded financial conversations to locals right here in Keene. Liz is a Keene native who loves supporting her community, while Nina moved to Keene about six months ago and is enjoying every new aspect of the area, from meeting new people to settling into her new home.

Together, they focus on sharing financial information that’s clear, honest, and actually helpful for the Keene community, because when it comes to finances, you deserve quality insights.

Listen to our latest episode here: https://cfs-planning.com/podcasts/ 👈

07/09/2026

Looking back on a wonderful holiday weekend! The Benton family spent time in New Hampshire making memories with family and friends. We were especially proud to see John's boat (the one sporting the patriotic bunting!) featured in the Spofford Lake Gazette's holiday boat parade coverage.
And of course, no day on the water is complete without the next generation enjoying the ride—Sara's daughter, Olivia, stayed cool while proudly sporting her Prudential hat. ☀️🚤

Wishing everyone a safe, fun, and memorable summer!

07/08/2026

Gotta have both ✨

07/06/2026

Quick question… are you actually on track for retirement? 👀 Our latest blog breaks down 5 questions every working woman should be asking—from savings and income to planning for the future with confidence 💼

Because clarity now = confidence later. Give it a read → https://cfs-planning.com/2026/06/30/am-i-on-track-for-retirement-five-questions-every-working-woman-should-ask/ 📖

07/03/2026

Out of office ✨ In observance of Independence Day, our office and the markets are closed today.

Wishing you a safe, fun, and spark-filled 4th filled with the people and moments that matter most ❤️🤍💙

07/02/2026

but make it patriotic 🇺🇸

Emily was serving stars, stripes, and main character energy WAY before financial planning was even on the radar 😎 We hope everyone is excited for the 4th of July weekend!

06/30/2026

Waiting for the “perfect” time to buy a home?

Between rising home prices, rent payments, and missed equity, trying to time the market doesn’t always play out the way people expect. 👇

'I've seen too many people lose money by sitting on their hands waiting for that crash that never comes.'

06/25/2026

Time with our clients > anything else.