News and Events

Learn more about Capital Advantage through our latest articles and blog posts, local events, and recent media coverage.

October 2018

Why is October the Stock Market's Most Volatile Month?

There is an ancient Chinese curse – “may you live in interesting times” The saying has a sort of wry truth to it After all, quiet and persistent growth… Read full article

Fit Travel to Personality

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

Handling Large IRAs Under the New Tax Act: 3 Things to Consider

IRA distribution planning is entering a new world, a departure from the days when simply dropping dollars into a traditional IRA was the sensible thing to do With the… Read full article

September 2018

The Generational Financial Divide

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?

Researchers… Read full article

New Tech, New Jobs

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

3 Free Ways to Pay Your Mortgage Faster

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

The one… Read full article

August 2018

Qualified Charitable Distributions

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

The Growth Spike

Recent reports about the US economy were a case of good news and bad news  The good news is that, in the second three months of the year, the US… Read full article

The Alarming Truth About American Healthcare Costs

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

July 2018

How the Two Roth IRA 5-Year Rules Work

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

A Roth IRA is funded… Read full article

Three Swords to Slice Through the Bonds of Procrastination

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

18 Facts About Women's Retirement

In the last 50 years, women have made unprecedented strides toward equity in work, family, and social settings Yet when it comes to securing a financially safe retirement, they… Read full article

June 2018

New Ways to Give to Charity While Getting the Best Tax Breaks

In 2017, the standard deduction was $6,350 for individuals and $12,700 for married couples However, as a result of the Tax Cuts and Jobs Act (TCJA) of 2017, the… Read full article

A Better Place

A recent global survey of more than 18,000 adults in nine countries asked a simple question: “All things considered, do you think the world is getting better or worse, or… Read full article

States vs. SALT

Each year, thousands of professionals use their creativity and ingenuity to try to figure out the best ways to lower your federal taxes  You know you’re living in interesting times… Read full article

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