News and Events
Learn more about Capital Advantage through our latest articles and blog posts, local events, and recent media coverage.
Run an internet search for “Medicare for all and seniors,” and you’ll see plenty of posts explaining just how harmful single payer health care would be for retirees
We know this: Affluent retirees love to hate their required minimum distributions
It has been nearly 10 years since US stocks were in a bear market Time to brush up on some proven techniques
The current tax season–for the 2018 tax year–is likely to be pretty different from years past
What’s the best way to get more people to save for retirement on the job?
What is the Biggest Danger?
The newly raised standard deduction means taxpayers need to get strategic to reap tax benefits from their deductions and charitable donations Here’s how
Where should you go on your next vacation? Your satisfaction and enjoyment level may depend on who you are, according to psychologist Joshua Jackson, associate professor at Washington University… Read full article
If some random person off the street handed you $10,000 in cash, no strings attached, and would pay the taxes on this windfall, what would you do with it?
It’s interesting to watch economists and tech prognosticators go back and forth over whether artificial intelligence, robots and other thinking machines will kill or create jobs Most recently, the… Read full article
Paying extra on your mortgage can be a good idea It can shave years off your home loan and save tens of thousands of dollars in interest charges
If you are age 70½ or older, IRS rules require you to take required minimum distributions (RMDs) each year from your tax-deferred retirement accounts This additional taxable income may… Read full article
In all the debate over how or whether we need affordable care, state registries, guaranteed coverage despite pre-existing conditions etc etc, few Americans realize that our US healthcare system… Read full article
Two 5-year rules are the benchmarks that determine whether distributions from a Roth IRA are subject to income tax and/or the 10% early distribution penalty
The Greeks called it akrasia—so that’s just how long we humans have been failing to follow through on good intentions—and getting filled with regret! Modern science offers three surprisingly effective,… Read full article
LAFAYETTE, CA – May 23, 2019 – Ian Castille, CFP® of Capital Advantage, Inc. Elected to Alameda County Community Food Bank Board
Principal and Senior Financial Advisor at Capital Advantage, Inc., Ian Castille, CFP®, has been elected to the Alameda County Community Food Bank (ACCFB) Board of Directors (https://www.accfb.org/about-us/our-team/Ian-Castille). ACCFB is a non-profit organization at the forefront of hunger-relief efforts in the community. They serve 116,000 people each month and distributed enough food for 27 million meals […]
LAFAYETTE, CA – April 16, 2019 – Capital Advantage, Inc. Surpasses $700 Million Assets Under Management – Founder Cites Time-Honored Business Values as Fundamental to Success
Capital Advantage, Inc. is proud to announce that it has surpassed a major milestone of $700 million assets under management (AUM), reaching $713,942,308 as of March 31, 2019. A leading financial advisory firm in the East Bay, Capital Advantage is the largest 100% fee-only wealth management and financial planning firm in the Lamorinda community (Lafayette, […]
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 […]