Capital Advantage, Inc.

03/04/2025

Did you know Muriel Siebert became the first woman to own a seat on the New York Stock Exchange in 1967? She is known as the “First Woman in Finance.” She broke barriers and opened doors for women in finance everywhere. Let’s honor her legacy this month.

03/04/2025

March is National Women’s History Month! At Capital Advantage, we’re celebrating the incredible contributions of women in history and today and focusing on empowering women to take charge of their financial futures.

Stay tuned for exclusive articles, tips, and insight all month long!

11/14/2024

Ian Castille, CFP®, Capital Advantage Senior Financial Advisor, recently joined friends and clients, Carl and Diana Landau, for a four-day pickleball-themed vacation in Prescott, Arizona. The trip was a huge success, mornings were filled with instructor-led pickleball sessions, and afternoons were packed with exciting outdoor adventures. Check out Carl and Diana’s company, Pickleball Media, to learn more about upcoming themed travel adventures.

10/21/2024

🏃‍🎉 The Capital Advantage, Inc. team, along with their families, hit the pavement at the 2024 Lafayette Res Run for Education on Sunday! 🌟 For over 30 years, this incredible event has been raising funds for our local schools and supporting the Lafayette Chamber. Last year alone, over $28,000 was raised for our schools. 💙👏

We’re proud to be part of this community effort, making a difference one step at a time!

10/10/2024

Do you have a digital estate plan? Do you know how to safeguard your online legacy for after your death? Here’s a comprehensive guide to ensuring your digital legacy is managed according to your wishes. https://capitaladvantage.com/articles/guarding-your-digital-afterlife-safeguarding-your-online-legacy/

Planning for your "digital estate" when you die is as crucial as arranging your physical assets. Here's a comprehensive guide to ensuring your digital legacy is managed according to your wishes.

07/01/2024

Will Social Security still be around in the future? With numerous headlines speculating on the insolvency of this vital program, we want to provide you with an informed perspective. Learn more in this recent article by Ian Burkhard, CPA, Capital Advantage Financial Advisor.

With numerous headlines speculating on the insolvency of this vital program, we want to provide you with an informed perspective.

06/11/2024

Ice cream social with our team!

04/24/2024

Thank you, Amy Montano, for being the glue that holds our office together!

04/16/2024

Meet Anna Langford! Anna is a Client Service Associate at Capital Advantage and the newest member of our team. Check out her team member interview here: https://loom.ly/yyGx-rg

We are pleased to introduce Client Service Associate Anna Langford, the newest member of the Capital Advantage team. Check out her team member interview below.

11/28/2023

Cheers to a successful client event at The Barnyard Epicurean Wine Bar! 🥂 Our team had a fantastic time building connections and kicking off the holiday season. Grateful for the opportunity to work with our amazing clients!

11/03/2023

Daylight saving time ends this weekend at 2 a.m. Sunday, November 5th. So, don’t forget to set your clocks back one hour!