News

An image showing of an oil rig in Barron’s retiree inflation investing article
By CapWealth May 15, 2026
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.
An image highlighting Jennifer Horton being featured in Money.com’s SpaceX IPO market article
By CapWealth April 29, 2026
CapWealth’s Jennifer Horton says SpaceX’s IPO could reignite broader market listings, while cautioning rates may delay momentum, as featured in Money.com.
An image highlighting Jennifer Horton being featured in Wealth Management’s SpaceX IPO article
By CapWealth April 27, 2026
CapWealth’s Jennifer Horton advises waiting on SpaceX IPO shares, citing its sky-high $2 trillion valuation and potential volatility, in Wealth Management.
Tim Pagliara ranks #1 in Tennessee in Forbes 2026 rankings, shown in an office portrait
By CapWealth April 9, 2026
Tim Pagliara ranks #1 in Tennessee on Forbes 2026 lists, with CapWealth’s founder also earning a spot among America’s Top Wealth Advisors.
Tim Pagliara on Fox Business Making Money, to discuss the keys to investing success
By CapWealth April 8, 2026
Tim Pagliara discussed the keys to investing success, which are asset allocation and security selection that depend on asset valuation and special situations.
Reviewing paperwork in a home office, reflecting last-minute tax planning & financial decisions.
By CapWealth April 1, 2026
CapWealth’s Dean Shahan shares last-minute tax moves in U.S. News, from HSA and IRA contributions to smart account choices before April 15.
BusinessWire is highlighting the report on Lumen Technologies & its role in AI-infrastructure.
By CapWealth March 30, 2026
CapWealth releases a Research Report on Lumen Technologies, outlining why the firm sees long-term growth potential in AI-driven digital infrastructure.
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.
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