News

Man reviewing bills and receipts at table while using calculator, reflecting retirement healthcare a
By Hillary Stalker February 23, 2026
MarketWatch features CapWealth’s Hillary Stalker on HSAs & retirement healthcare costs, urging savers to maximize HSA funding & build flexible taxable savings.
Bloomberg Daybreak Asia Edition graphic and text highlighting daily business news briefing.
By CapWealth February 18, 2026
CapWealth CIO Tim Pagliara joins Bloomberg Daybreak Asia to discuss how AI is pressuring software pricing, margins, and innovation.
Tim Pagliara at Fox Business interview on February 2, 2026
By CapWealth February 2, 2026
On Fox Business, Tim Pagliara, CIO at CapWealth, discussed how a rise in AI spending is shifting investor focus toward free cash flow and capital discipline.
Man at kitchen table working on laptop and papers at night, reflecting saving vs mortgage decisions
By Hillary Stalker January 31, 2026
CapWealth’s Hillary Stalker tells Money why prioritizing saving for retirement can outweigh paying off a mortgage and improve long-term peace of mind.
Tim Pagliara on BNN Bloomberg Market Outlook
January 15, 2026
Tim Pagliara joins BNN Bloomberg to discuss how recent political pressure on the Federal Reserve and other factors are impacting U.S. equities and economic growth.
An image showing someone pruning savings from minimizing capital gain taxes
By Blake Harrison December 6, 2025
CapWealth’s Blake Harrison shares advanced strategies to help high-net-worth investors minimize capital gains taxes in Forbes with William Baldwin.
By Hillary Stalker December 3, 2025
Financial advisors are not psychotherapists as CapWealth’s Hillary Stalker shares insights on setting healthy client boundaries in Financial Advisor.
Holiday shopping receipts showing the impact of Giftflation
By Hillary Stalker November 12, 2025
Giftflation is squeezing budgets. CapWealth’s Hillary Stalker shares tips with NerdWallet on how to manage rising gift costs and stay financially grounded.
Tim Pagliara on Fox Business News
October 28, 2025
CapWealth CIO Tim Pagliara discusses the impact of technology earnings on free cash flow in Big Tech on 'The Claman Countdown.'
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