Stay up-to-date with expert insight on financial planning and investing topics from our editorial team.
We’re excited to share the results of our Capital Advantage Client Travel Survey, which offers insights into the travel preferences and trends among our clients. Scroll through our survey results…
As economic uncertainty looms, it’s crucial to make informed financial decisions to safeguard your future. Here are some essential do’s and don’ts to help you navigate through unpredictable market conditions:…
I’ve interviewed over 90 guests on “I Used to be Somebody” and almost all say they wished they had ended their careers earlier. This includes me. However, it’s crucial to consider your financial situation before making such a decision.
On January 5, 2025, President Biden signed into law the Social Security Fairness Act, repealing the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). These provisions previously reduced…
Due to the devastation of the fires impacting Southern California, there has been much speculation in the media about how insurance claims will be handled. Specifically, there are statements going…
Starting January 1, 2025, millions of Americans on Medicare began benefiting from a historic policy change that has dramatically eased the financial strain of prescription drug costs. With the implementation…
As financial advisors, we are often asked about disability insurance and whether it’s truly necessary. Our answer is always the same: for high-income professionals (like physicians), it’s not just a…
Whether you are still in the planning stage–or already retired–here are seven important questions to ask yourself to help increase your odds of a successful retirement.
