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…
Smart Financial Moves During Economic Uncertainty
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:…
Carl’s Top 6 Retirement Tips
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…
Congress Repeals WEP and GPO: What It Means for Social Security Beneficiaries
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…
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Market and Investment Commentary
Read our latest review of the financial markets outlining opportunities, risks, and our current portfolio strategy and perspective.
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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.
1st Quarter 2025 Investment Commentary
April 25, 2025
4th Quarter 2024 Investment Commentary
February 15, 2025
3rd Quarter 2024 Investment Commentary
October 26, 2024
2nd Quarter 2024 Investment Commentary
August 1, 2024