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.
CapWealth’s Jennifer Pagliara Horton outlines six key items to consider before retiring, including questions on health, longevity, and lifestyle planning.
Overlooking key details in your estate plan can create stress for loved ones. Avoid common estate plan misses and protect your family’s future.
Don’t let estate planning myths put your family at risk. Discover the truth behind common misconceptions and protect what matters most.
Reset your family’s finances for the school year with smart budgeting tips while staying focused on long-term goals like savings and portfolio management.
PlanAdviser reports Dean Shahan has joined CapWealth as EVP and financial advisor, bringing fresh perspective and elevating client service.
Five key financial planning tips for your 20s, 30s, 40s, and beyond. Learn how to build and grow wealth, prepare for retirement, and protect your future.
InvestmentNews covers CapWealth’s addition of Dean Shahan as executive vice president and financial advisor, strengthening the firm’s advisory team.
CapWealth welcomes Dean Shahan as EVP and financial advisor, expanding expertise in planning, strategy, and client-focused wealth management.
Nashville Post highlights Blake Harrison joining CapWealth as EVP of Wealth Management in their “People on the Move” section.
