Juggling Motherhood and a Career in Financial Advice
May 7, 2025
Barron’s Advisor, May 7, 2025
Hillary Stalker, financial advisor at CapWealth, speaks with Steve Garmhausen of Barron’s Advisor about the balance between being a financial advisor and mother. “One key is just recognizing that it’s never going to be a 50/50 split. I care deeply about my clients and doing a good job in my role here at CapWealth, but I also don’t want to miss anything from my kids. There’s a give and take,” explains Stalker.
Is 'Sell in May and go away' still smart? Discover why disciplined portfolio management may offer better long-term results than seasonal investing.
Secure your legacy with a multi-generational financial plan that protects, grows, and passes on wealth and values across future generations.
CapWealth’s Tim Pagliara tells BNN Bloomberg discusses the U.S. markets and why dividend-paying, cash-generating stocks may shine amid tariff uncertainty.
Four alternatives to ‘529’ plans: CapWealth’s Hillary Stalker shares tax-efficient strategies for education savings with The Wall Street Journal.
CapWealth’s Jennifer Pagliara Horton shares smart RMD strategies, urging investors to plan ahead during market volatility in Financial Advisor Magazine.
CapWealth CEO Phoebe Venable joins Yahoo! Finance to discuss smart investing moves during market volatility and why history may offer valuable clues.
Tim Pagliara named Best-In-State Wealth Advisor for Tennessee by Forbes 2025, marking his 8th year earning a top 3 spot and multiple #1 rankings.
Discover how CapWealth’s portfolio management strategies help investors stay focused, diversified, and confident during times of market volatility.
CapWealth CEO Phoebe Venable tells BNN Bloomberg how to find opportunities amid market sell-off through value-based investing and smart entry points.
