Finding opportunity amid market sell-off
April 9, 2025
BNN Bloomberg, April 9, 2025
Phoebe Venable, chief executive officer at CapWealth, joins BNN Bloomberg to discuss how to find opportunities in the market during a sell-off. “Even though there is a lot of uncertainty in the market and things could go lower, this week we have been buyers. We are very value based in our approach to investing and allocating capital. We have seen a lot of companies where we have high conviction, their valuations have come down because their prices have come down, and we have felt like this week has presented some opportunities for some good entry points,” explains Venable.
Life moves fast. A Financial Plan Review ensures your strategy evolves with major life changes like marriage, career shifts, or retirement prep.
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.
CapWealth promotes Drew O’Connor to Director of Research, recognizing his leadership and role in advancing investment strategy and client outcomes.
Citywire reports Drew O’Connor’s promotion to Director of Research at CapWealth, recognizing his leadership and impact on the firm’s investment process.
Drew O’Connor is promoted to Director of Research at CapWealth, as reported by Cynthia Yeldell Anderson in the Nashville Post.
Reflecting on year-end means more than looking back. It’s about client reviews, strategy updates, and planning ahead for smarter financial outcomes.
CapWealth’s Blake Harrison shares advanced strategies to help high-net-worth investors minimize capital gains taxes in Forbes with William Baldwin.
Financial advisors are not psychotherapists as CapWealth’s Hillary Stalker shares insights on setting healthy client boundaries in Financial Advisor.
Review your financial year in review and take advantage of key changes for 2026 to boost savings, maximize tax benefits, and start the new year strong.
