Welcome to the Advantis Online Investment Resource Center

We're committed to helping the members of Advantis and their families achieve their financial goals. That's why we've formed a relationship with CUSO Financial Services, L.P. (CFS), a full-service broker-dealer and registered investment advisory company.

Through CFS, we offer a complimentary consultation with a financial advisor, who will work with you, one-on-one, using a comprehensive approach to help you identify and achieve your long-term financial goals.

Our investment services provide our members access to investment management services and a wide range of financial products and services through CFS available for you at one convenient location. If you have any questions please contact Advantis at 503-785-2528 x2499.

Click here to read about our Investment Services.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Risk Tolerance

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

Tax-Deferred Savings

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

More Calculators →

Newsletters

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

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.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

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