Armed With AI, Investors Are Second-Guessing Financial Pros. Advisors Welcome It
June 17, 2026
Barron's, June 17, 2026
Steve Garmhausen at Barron's reports that Jennifer Pagliara Horton, executive vice president at CapWealth, views clients’ use of AI for financial guidance as an opportunity to deepen engagement and educate them on the limitations of chatbot-generated advice. “The fact that clients are taking initiative and want to talk about it is a great thing because it shows they’re invested in their future and they want to make sure they’re doing everything right,” says Horton.
Legacy planning is about more than assets. Michael Vaught, CFP®, explains how to structure a plan that reflects your family’s values and long-term goals.
Hillary Stalker of CapWealth advises retirees on evaluating a major purchase and making sure a splurge doesn’t sacrifice other meaningful goals, in Kiplinger.
The financial trends to watch in 2026 bring real planning opportunities such as digital assets, estate law changes, cybersecurity, and charitable giving.
Tim Pagliara of CapWealth shares how retirees can outpace inflation by focusing on companies with strong cash flows and reliable dividend growth, in Barron’s.
CNBC Cures inspired Hillary to share her journey raising Ezzie, her daughter with rare spina bifida, and what it means for how she serves clients.
Rethinking market concentration in a new era of scale, where large-cap growth, AI investment, and index flows reshape diversification.
CapWealth’s Jennifer Horton says SpaceX’s IPO could reignite broader market listings, while cautioning rates may delay momentum, as featured in Money.com.
CapWealth’s Jennifer Horton advises waiting on SpaceX IPO shares, citing its sky-high $2 trillion valuation and potential volatility, in Wealth Management.
Structure your assets for long-term planning by understanding account titling, diversification, and beneficiary decisions within your financial strategy.
