Capital Advantage Market Outlook and Tax Update 2018

Click here for the presentation slide deck.

We were thrilled to have over 125 people in attendance at our client education event on Tuesday, February 6th  at the Lafayette Library & Learning Center!

We enjoyed amazing food prepared by Chef Lyell Cash, as well as fine wine, craft beer and great company.

Executive Vice President Donna Zinman, CPRC®, MBA and Senior Financial Advisor Ian Castille, CFP® discussed:

  • Current Economic Opportunities
  • Current Economic Risks
  • The 2018 Capital Advantage Investment Strategy

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The Author: Capital Advantage, Inc.

Capital Advantage’s editorial team is dedicated to providing our clients with relevant and timely insight into key financial planning topics.