News and Events
Learn more about Capital Advantage through our latest articles and blog posts, local events, and recent media coverage.
Family caregiver contracts can range from informal to complex professional contracts drawn up by lawyers Here’s what you should know to decide what’s best for you
With online mega-retailer Amazoncom now firmly in control of Whole Foods, ways to save money at that grocer are growing exponentially
Newlyweds can suddenly become ineligible for Roth IRAs once their incomes are combined, although couples may still invest in them indirectly
When it comes to saving for retirement, maybe you’ve done everything right You started early, maxed out your 401(k) plan, invested in a diversified portfolio and avoided costly mistakes,… Read full article
Heirs must begin taking withdrawals once they inherit an IRA, but how they choose to make those distributions can have a big impact on their account balance over time
Last week’s mega-breach at Equifax has left many scrambling to protect their identity The credit bureau believes that up to 143 million people were affected—some 44% of the population
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State treasuries and other agencies are holding more than $40 billion in unclaimed assets, according to the National Association of Unclaimed Property Administrators (NAUPA) Some of it could be… Read full article
Capital Advantage is delighted to announce that on August 7, 2017 we will open our doors in more spacious and modern surroundings
As you look forward to starting a new job, it’s important to consider how you will manage your finances while making the transition from one employer to the next
Women and men have the same opportunities for saving, investing and borrowing, the same investments, and they are subject to the same rules Yet their circumstances—and their choices—can be… Read full article
Forget the old rules for upgrades They don’t work Experts tell what’s effective today You need to know new techniques to score airline seat upgrades today
Capital Advantage was extremely fortunate to welcome Operations Assistant, Amy Langell, to our team in March 2016 Known for her organized approach and friendly demeanor, Amy has become a… Read full article
On Friday, October 6th, 2017, Senior Financial Advisor Ian Castille spoke to employees of Five9 in San Ramon, CA. Ian shared the road map to financial success and the science behind wealth accumulation.
On Tuesday, July 25th Capital Advantage was pleased to participate in the Grand Opening event at the new Schwab Oakland branch office.
Capital Advantage was thrilled when our own Executive Vice President and Senior Financial Advisor, Donna Zinman, was invited to give a market outlook presentation during a Women in Investing event hosted by the Schwab Oakland and Berkeley branches. Carrie Schwab serves as Chair & President, Charles Schwab Foundation; SVP, Charles Schwab; and Chairman of the Board, Schwab […]
We had a wonderful lunch seminar in the courtyard at the Schwab Oakland branch last Thursday. Thank you to Joe Benvenuto and his team for hosting Ian Castille for a discussion about “How to Save Your Portfolio from Unnecessary Taxes.” We were thrilled to have over 70 guests in attendance! Click the link below to download the […]
Financial Education Event with Capital Advantage We had a wonderful time at our 2017 Investment Strategy and Market Outlook event in the Arts & Science Discovery Center Room at the Lafayette Library on February 23rd. We were thrilled to present our in-depth look at the current economic climate and our Capital Advantage investment strategy to over […]
On Thursday, January 12, Donna Zinman and Ann Huchingson attended the monthly networking dinner for the Mt. Diablo Business Women’s organization. We greatly enjoyed getting to interact with such an intelligent and motivated group of female professionals.
On December 8th, over 30 guests joined Capital Advantage and special guest speaker, Kyle Berg, CPA, in the Arts & Science Room at the Lafayette Library for a strategic look at how to save money by eliminating avoidable taxes from your portfolio. At this event, we focused on strategies currently being implement for our Capital […]
PRESS RELEASE: LAFAYETTE, CA – April 18, 2017 – Capital Advantage Surpasses $600 Million in Assets Under Management – Cements Spot as Largest Wealth Management Firm* in the Affluent Bay Area Enclave of Lamorinda (Lafayette, Orinda and Moraga, CA)
Capital Advantage, Inc. announced today that the firm has surpassed the important milestone of $600 million in assets under management. Capital Advantage reached this critical benchmark with $88 million in year-to-year growth1 by focusing on the firm’s core strengths—strategic investment management and financial planning combined with superior client service. As a 100% fee-only registered investment […]
Capital Advantage, Inc. President and Founder John Hayman, CFP® is pleased to announce that Colin Taylor has passed the CFA Level III exam and has been awarded the Chartered Financial Analyst® designation from the CFA Institute. The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world, and […]
Despite the great recession, Capital Advantage, Inc. utilizes strategic investment management combined with superior client service to surpass 375 clients and $260 million in managed assets. Capital Advantage, Inc., one of the East Bay’s larger independent Registered Investment Advisors, inked contracts this year with 25 new clients – representing roughly $33 million of new business […]
John Hayman, CFP talks with radio station KSRO about how individual investors should strive to manage their personal finances during the current period of economic turmoil and market uncertainty.
John Hayman, CFP – Founder and President of Capital Advantage, Inc. – has announced the promotion of Dawnalizabeth Henke to Chief Compliance Officer. Hayman says, “I am very proud and confident in promoting Dawnalizabeth to this mission critical position within our firm.” Dawnalizabeth has over ten years experience within the investment industry and has demonstrated […]
LAFAYETTE, CA— Jan. 2008 — Capital Advantage Gives Locally (Contra Costa County EHSD Public Information Office) — by Jackie Johnston
John Hayman is the owner of Capital Advantage, Inc., retirement planning and investment management specialists, in Lafayette. He found VESTIA in 2005 when he and his employees were looking for a way to give to local families. He says, “I’m charitably inclined as I think most people are, but I don’t want to just give […]
LAFAYETTE, CA— Dec. 2007 — Capital Advantage, Inc. Donates to East Bay Charities and Schools (BUSINESS WIRE)
Aimee Schwartze, Director of Client Services at Capital Advantage, Inc., organized another successful campaign to raise needed money, toys and warm clothes for the neediest of the needy in the East Bay. Schwartze said, “It’s truly heartwarming when you can provide a warm blanket, coats and toys for a woman living out of her car […]
LAFAYETTE, CA— Aug. 2007 — Capital Advantage, Inc. Announces Gary Clarke Promoted to Director of Sales (BUSINESS WIRE)
Capital Advantage, Inc., a provider of 100% Fee-Only financial advice with over 350 Clients and $270 million in Assets under Management, has promoted Gary Clarke to Director of Sales. Clarke moved to Capital Advantage, Inc. in 2005 as a Senior Financial Advisor from Charles Schwab & Co. He has developed a successful track record managing […]