How a CD Ladder Can Help You Maximize Short-Term Yield

October 11, 2025

A CD Ladder Is the Right Step for These Young Workers. Here’s Why.

Hillary Stalker, executive vice president at CapWealth, speaks with Mallika Mitra at Barron’s about the benefits of CD laddering. “By laddering at different maturities, they have the opportunity of capturing that yield at a three-month mark, a six-month mark, a nine-month mark, up to a year, and that gives them different opportunities for their funds to mature. If they’ve decided to not purchase that home yet, then we can have another conversation about what to do with that cash and the interest paid moving forward,” says Stalker.

READ MORE

A couple is reviewing their year-end financial checklist to start the new year off right.
By Hillary Stalker October 21, 2025
This financial checklist covers retirement plans, taxes, and budgets so you can make smart money moves before year-end and start the new year with clarity.
Financial advisors meeting with a client to review charts and plan the sale of a business
By Jennifer Horton October 7, 2025
Selling your business? Learn key steps to take before a sale, including how to align goals, prep financials, and plan your transition for success.
By CapWealth October 2, 2025
CapWealth has been named to the Forbes 2025 List of Top RIA Firms, a recognition of its trusted wealth management, planning, and investment expertise.
CapWealth Named to Forbes 2025 America's Top RIA Firms
By Brian OpenMoves October 1, 2025
CapWealth was named to Forbes 2025 America's Top RIA Firms by SHOOK Research, recognized for excellence in AUM, revenue, compliance, and experience.
Elderly couple looking at a laptop with
By Hillary Stalker September 23, 2025
Understanding RMDs can help retirees avoid penalties, manage taxes, and stay on track with their retirement goals. Learn what to know and when to act.
Fox Business report: S&P 500 chart with hosts discussing stock market highlights.
September 22, 2025
CapWealth's Tim Pagliara discusses why investors should look beyond the market’s biggest names, spotlighting a handful of undervalued opportunities.
CapWealth Expands Team with EVP Christopher Stevens
September 19, 2025
Christopher Stevens joins CapWealth as EVP and advisor, bringing expertise in legacy trusts and strategy to support high-net-worth families.
September 18, 2025
Nashville Post, September 18, 2025 Cynthia Anderson at Nashville Post reports that Christopher Stevens has joined CapWealth as executive vice president and financial advisor. “What drew me to CapWealth is its thoughtful, relationship-driven approach to investing, where individual stock selection still plays a meaningful role in building portfolios. I’m excited to join a team that shares my passion for engaging with clients, discussing market trends in a practical way, and planning with a long-term perspective,” says Stevens
A blue figure on a wooden block, surrounded by colorful figures, suggesting leadership.
September 16, 2025
InvestmentNews highlights Christopher Stevens EVP at CapWealth, joining to serve high-net-worth families with trusted, long-term financial guidance.
Show More

Share Article