News

Jennifer Pagliara Horton of CapWealth sees clients using AI for financial advice as a chance to deepen engagement and clarify chatbot limitations, in Barron’s.

Hillary Stalker of CapWealth advises retirees on evaluating a major purchase and making sure a splurge doesn’t sacrifice other meaningful goals, in Kiplinger.

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.

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.

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 discussed the keys to investing success, which are asset allocation and security selection that depend on asset valuation and special situations.

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.