SOURCE: Capital Performance Advisors

December 06, 2005 08:45 ET

Winning Year-End Bonus Investment Resolutions

East Bay's Fastest-Growing Wealth Management Group Shares "Top Ten Things to Do With Your Year-End Bonus"

WALNUT CREEK, CA -- (MARKET WIRE) -- December 6, 2005 -- Capital Performance Advisors, the East Bay's wealth management group that reported over $430 million in assets-under-management as of November 30, 2005, offers suggestions for using year-end bonuses to kick-start investments and personal goals in 2006. Capital Performance Advisors' suggested resolutions are:

1.  Fully fund your 401(k) or other employer tax-deferred retirement plan.
2.  Fully fund a traditional or Roth IRA.
3.  Fund a tax-favored educational plan for your child or grandchild.
4.  Plunk the money into a no-load, low expense, index fund or other
    investment appropriate for your long-term wealth building plans.
    Then, forget about it.
5.  Start or add to your emergency savings fund - 3-6 months of living
6.  Pay down or eliminate high interest rate debt.
7.  Increase your life insurance and/or disability insurance if you're
8.  Fund a health savings account (HSA).
9.  Give the money to your kids or charity - they deserve it.
10. Go on a vacation - you deserve it!
For more ideas to maximize the probability of reaching your long-term financial goals, visit Capital Performance Advisors: "Capital Ideas" Webpage at

About Capital Performance Advisors

Capital Performance Advisors is a CPA-led wealth management group that designs long term investment strategies with diversified portfolios, a high degree of tax efficiency and low portfolio turnover costs, so clients can accumulate, create and preserve wealth. Capital Performance Advisors offers fee-only advisory services focusing on the entirety of their clients' financial wishes and through a deep understanding of their concerns, provides choices for their lives. The company manages more than $430 million of client investments. CPA was ranked in the top 2% of wealth mangers in the July 2005 issue of Bloomberg Wealth Manager Magazine.

Capital Performance Advisors is part of a network of about 100 CPA-run wealth management firms that adhere to a fee-based, prudent investment approach coupled with robust client-service-oriented support. Collectively, these firms manage over $4 billion in investments.

Contact Information