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 CIO Tim Pagliara joins Bloomberg Daybreak Asia to discuss how AI is pressuring software pricing, margins, and innovation.
Avoid retirement planning mistakes that can erode after-tax wealth. Learn how affluent families can align spending, taxes, giving, and estate plans.
Charitable giving can reduce taxes, engage your family, and build a lasting legacy when aligned with your financial and estate planning strategy.
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.
I Earn $130,000 but Am Terrified of Layoffs. Should I Stop Funding My 401(k) to Pay off My Mortgage?
CapWealth’s Hillary Stalker tells Money why prioritizing saving for retirement can outweigh paying off a mortgage and improve long-term peace of mind.
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.
