CapWealth’s Jennifer Pagliara Offers Insights in StyleBlueprint
October 1, 2018
CapWealth Senior Vice President and Financial Advisor Jennifer Pagliara recently shared her expertise with StyleBlueprint for an article on Millennial Money.
For the article, Jennifer audited a local millennial’s budget and provided her insights on the young woman’s spending and saving habits. She also shared her advice for tools that anyone can use to create a budget and monitor their spending and saving, as well as provided insights on how millennials should be saving, what to do about student debt and how to plan for upcoming expenses, such as buying a home.
Read the article online here: https://styleblueprint.com/nashville/everyday/capwealth-diary-of-a-millennial/
Related Article
Millennials’ wealth-building strategies include mastering the 50/30/20 budgeting rule, eliminating debt, investing early for compound growth, and building lasting financial security.
Discover how a fiduciary advisor puts your interests first. CapWealth offers transparent fees, objective advice, and a holistic financial plan to help you achieve your goals.
CapWealth CEO Phoebe Venable joins BNN Bloomberg to weigh in on the U.S. stock rally, why it may pause, and the risks of investing outside the U.S.
Is 'Sell in May and go away' still smart? Discover why disciplined portfolio management may offer better long-term results than seasonal investing.
Juggling motherhood and a career, CapWealth’s Hillary Stalker shares with Barron’s Advisor how she balances client dedication and family life.
Secure your legacy with a multi-generational financial plan that protects, grows, and passes on wealth and values across future generations.
CapWealth’s Tim Pagliara tells BNN Bloomberg discusses the U.S. markets and why dividend-paying, cash-generating stocks may shine amid tariff uncertainty.
Four alternatives to ‘529’ plans: CapWealth’s Hillary Stalker shares tax-efficient strategies for education savings with The Wall Street Journal.
CapWealth’s Jennifer Pagliara Horton shares smart RMD strategies, urging investors to plan ahead during market volatility in Financial Advisor Magazine.
