Advantage Investment Services

Advantage Investment Services We are Hybrid Advisers who are Fiduciary Fee Based as well As a Reg BI based "registered representative".

We do Financial Planning and are a local Ramsey SmartVestor Pro.

Learn the language of life insurance.
09/04/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Are you planning to work after taking Social Security benefits? Know the rules.
09/02/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.
08/31/2026

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Looking ahead can help you conquer these unique obstacles.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
08/28/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
08/26/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Business owners should consider a succession plan sooner rather than later.
05/02/2025

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
05/01/2025

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Does your insurance cover you if you get into an accident with an uninsured driver?
04/30/2025

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Address

22950 Lassen Drive
Canyon Lake, CA
92587

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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