Economic pessimism deepens ahead of midterms as affordability pressures persist, CNBC survey finds
July 17, 2026
InvestmentNews, July 17, 2026
Hallie Diamant at InvestmentNews references a whitepaper from CapWealth in her report on CNBC's economic sentiment survey. CapWealth's research leverages federal data, consumer surveys, and its own analysis to identify the biggest challenges households are facing.
CapWealth's affordability crisis research is cited in TechTimes, showing how record gas prices and household debt squeeze consumer cash flow.
Jennifer Pagliara Horton of CapWealth sees clients using AI for financial advice as a chance to deepen engagement and clarify chatbot limitations, in Barron’s.
Legacy planning is about more than assets. Michael Vaught, CFP®, explains how to structure a plan that reflects your family’s values and long-term goals.
Hillary Stalker of CapWealth advises retirees on evaluating a major purchase and making sure a splurge doesn’t sacrifice other meaningful goals, in Kiplinger.
The financial trends to watch in 2026 bring real planning opportunities such as digital assets, estate law changes, cybersecurity, and charitable giving.
Tim Pagliara of CapWealth shares how retirees can outpace inflation by focusing on companies with strong cash flows and reliable dividend growth, in Barron’s.
CNBC Cures inspired Hillary to share her journey raising Ezzie, her daughter with rare spina bifida, and what it means for how she serves clients.
Rethinking market concentration in a new era of scale, where large-cap growth, AI investment, and index flows reshape diversification.
CapWealth’s Jennifer Horton says SpaceX’s IPO could reignite broader market listings, while cautioning rates may delay momentum, as featured in Money.com.
