Focus on U.S. Markets
May 5, 2025
BNN Bloomberg, April 30, 2025
Tim Pagliara, chief investment officer at CapWealth, joins BNN Bloomberg to share his thoughts on recent market volatility and what investors should expect moving forward. "The environment we're in, whether it be tariffs, inflation, or general economic health, suggests that investors will reevaluate what they're willing to invest in these companies," says Pagliara.
Giftflation is squeezing budgets. CapWealth’s Hillary Stalker shares tips with NerdWallet on how to manage rising gift costs and stay financially grounded.
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.
This season of gratitude, the CapWealth team reflects on client trust, meaningful relationships, and the privilege of helping others reach financial goals.
Giftflation is squeezing budgets. CapWealth’s Hillary Stalker shares tips with NerdWallet on how to manage rising gift costs and stay financially grounded.
Plan your year-end giving to unlock meaningful impact, maximize tax savings, and take full advantage of strategic charitable tax benefits before December 31.
CapWealth CIO Tim Pagliara discusses the impact of technology earnings on free cash flow in Big Tech on 'The Claman Countdown.'
This financial checklist covers retirement plans, taxes, and budgets so you can make smart money moves before year-end and start the new year with clarity.
