My 6 Best (Un)Retirement Decisions
(Click to read Carl Landau’s article, My 6 Best (Un)Retirement Decisions) I’m currently starting my 4th year of what we call (Un)Retirement. And maybe I’ve learned a thing or two…
Is Your TPMG Pension Safe? Understanding the Annual Funding Notice
As a physician with The Permanente Medical Group (TPMG), ensuring the safety and stability of your pension is an essential part of helping to secure your financial future. With recent…
2023 Year-End Financial Checklist: Prevent Tax Penalties and Missed Planning Opportunities
Early December, as Thanksgiving gives way to the busyness of year-end festivities, is a good time to make sure your financial situation is in order prior to ringing in the…
Your TPMG Retirement Plan: Using the Mega Backdoor Roth Option
Utilizing the Mega Backdoor Roth feature within your TPMG (The Permanente Medical Group) Retirement Plan 3 can be a strategic move to bolster your retirement savings. The Mega Back Door…
Our Latest
Market and Investment Commentary
Read our latest review of the financial markets outlining opportunities, risks, and our current portfolio strategy and perspective.
Capital Advantage
In The News
Learn more about Capital Advantage through our latest news, press releases, and recent media coverage.
Team Member Spotlight: Anna Langford, Client Service Associate
Anna Langford is a Client Service Associate at Capital Advantage. She is responsible for the day-to-day servicing of client requests,…
Capital Advantage, Inc. Hits Major Milestone: Surpasses $1 Billion in Assets Under Management
Lafayette, California — Wealth management firm Capital Advantage, Inc. proudly announces that they rang in the new year by exceeding…
Senior Service Advisor Catherine Norris is Retiring
With a combination of happiness for her and sadness for us, I am writing to share that Catherine Norris will…
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 2023 Investment Commentary
February 27, 2024
2nd Quarter 2023 Investment Commentary
August 2, 2023
1st Quarter 2023 Investment Commentary
May 2, 2023
4th Quarter 2022 Investment Commentary
February 1, 2023