Key Financial Tips for Recent College Graduates Entering the Workforce
With my own daughter graduating from college this month, the season feels especially meaningful. Graduation is a major milestone—and for many young people, it’s their first real step into financial…
Why Updating Your Beneficiaries Matters More Than You Think
At Capital Advantage, we often remind clients that a strong financial plan isn’t just about building and preserving wealth—it’s about making sure that wealth is passed according to your wishes….
TPMG Physician Retirement Planning: Unlocking the Full Early at 60 Non-Qualified Retirement Plan
For physicians at The Permanente Medical Group (TPMG), retirement planning is more than just saving—it’s about strategically leveraging unique benefits that reward long-term service and high compensation. One of the…
Capital Advantage Client Travel Survey Results: Key Insights
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…
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In The News
Learn more about Capital Advantage through our latest news, press releases, and recent media coverage.
Celebrating Women’s History Day at Capital Advantage!
Today (March 8), we recognize the incredible women on our team whose expertise, dedication, and leadership drive our collective success….
Team Member Spotlight: Pierce Hanna, Client Service Associate
Pierce Hanna is a Client Service Associate at Capital Advantage. He is responsible for the day-to-day servicing of client requests….
Congratulations to Senior Financial Advisor Jason Terhune, MS, CFP®, CIMA® on achieving his Master’s Degree in Advanced Financial Planning!
Congratulations to Jason Terhune, MS, CFP®, CIMA®! We’re thrilled to share that Jason Terhune, Principal and Senior Financial Advisor at…
Retirement Planning Guide: 7 Essential Questions You Need to Ask
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.
4th Quarter 2025 Investment Commentary
March 18, 2026
3rd Quarter 2025 Investment Commentary
December 12, 2025
2nd Quarter 2025 Investment Commentary
July 23, 2025
1st Quarter 2025 Investment Commentary
April 25, 2025