News

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.
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.
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