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Is Market Volatility Ahead Due to Fed Tapering?

We’re writing to you today to provide insight into the upcoming potential that the Federal Reserve is going to begin tapering (tightening its monetary policy) as early as November of…

How to Avoid Paying Capital Gains Tax (Legally)

First, let’s review short-term vs long-term capital gains, then I’ll discuss how to sell appreciated assets without paying federal income tax. Please note that Capital Advantage is neither an attorney…

Proposition 19: A Win for Retirees in California

Without getting into the weeds of Prop 19, here are 3 main takeaways: 1. The biggest winners are California homeowners aged 55 and older. Qualified homeowners may now move anywhere…

The Importance of Legacy Planning: 4 Key Steps

Taking the necessary steps to facilitate a smooth transition and confirm that the transfer of your estate is carried out properly doesn’t need to be incredibly complicated (although it can…

Women and Wealth: The Unique Financial Needs of Women

Q&A with Capital Advantage Senior Financial Advisor Donna Zinman, CRPC® Over the past 25+ years that I’ve been working in financial services, I’ve noticed differences in women’s financial planning needs…