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.
CapWealth hires Blake Harrison, CPA, as EVP of Wealth Management. The $1.8B RIA adds tax expert with 20 years experience to expand multifamily office services.
Enhance your retirement readiness with five essential signs: knowing your income needs, minimizing debt, planning healthcare costs, emotional preparedness, and non-financial goals to confidently embrace your next chapter.
Millennials’ wealth-building strategies include mastering the 50/30/20 budgeting rule, eliminating debt, investing early for compound growth, and building lasting financial security.
Discover how a fiduciary advisor puts your interests first. CapWealth offers transparent fees, objective advice, and a holistic financial plan to help you achieve your goals.
CapWealth CEO Phoebe Venable joins BNN Bloomberg to weigh in on the U.S. stock rally, why it may pause, and the risks of investing outside the U.S.
Is 'Sell in May and go away' still smart? Discover why disciplined portfolio management may offer better long-term results than seasonal investing.
Juggling motherhood and a career, CapWealth’s Hillary Stalker shares with Barron’s Advisor how she balances client dedication and family life.
Secure your legacy with a multi-generational financial plan that protects, grows, and passes on wealth and values across future generations.
Four alternatives to ‘529’ plans: CapWealth’s Hillary Stalker shares tax-efficient strategies for education savings with The Wall Street Journal.
