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…
Debunking Myths: Does Owning Your Home in a Trust Impact Insurance Claims?
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…
A Major Milestone in Medicare: The New $2,000 Prescription Drug Cap
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…
A TPMG Physician’s Guide to Disability Insurance: Protecting Your Income and Your Future
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…
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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…
Capital Advantage, Inc. Offers Tailored Financial Services for Kaiser Permanente® and TPMG Employees
January 10, 2024 – Walnut Creek, CA – Capital Advantage, Inc., a trusted name in wealth management, is proud to…
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.

3rd Quarter 2024 Investment Commentary
October 26, 2024
2nd Quarter 2024 Investment Commentary
August 1, 2024
1st Quarter 2024 Investment Commentary
May 10, 2024
4th Quarter 2023 Investment Commentary
February 27, 2024