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.

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Newsletters

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Averaging for Dollars

Dollar-cost averaging is a method of investing that may enable you to achieve a lower average cost per share over time.

HOT TOPIC: What's Ahead for 2009

Economists believe the U.S. economy probably entered a recession in late 2008, but a recovery could be in motion by the second quarter of 2009. What else might 2009 have in store?

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

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