Go Ahead and Splurge, But Ask Yourself These 3 Questions First
June 6, 2026
Kiplinger, June 6, 2026
Donna Fuscaldo at Kiplinger shares insights from Hillary Stalker, executive vice president and financial advisor at CapWealth, on how retirees can determine whether a major purchase is truly worth the cost. Stalker encourages retirees to consider the tradeoffs behind big spending decisions, noting that a splurge should not come at the expense of other meaningful goals. “That's something I want my clients to think of when considering a large splurge. Are they sacrificing something else they want in order to do that?” says Stalker.
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.
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.
CapWealth’s Jennifer Horton advises waiting on SpaceX IPO shares, citing its sky-high $2 trillion valuation and potential volatility, in Wealth Management.
Structure your assets for long-term planning by understanding account titling, diversification, and beneficiary decisions within your financial strategy.
Tim Pagliara ranks #1 in Tennessee on Forbes 2026 lists, with CapWealth’s founder also earning a spot among America’s Top Wealth Advisors.
