RMD Strategies For A Bear Market
May 1, 2025
Financial Advisor Magazine, May 1, 2025
Jennifer Pagliara Horton, executive vice president at CapWealth, shares the importance of monitoring required minimum distributions (RMDs) during periods of market volatility with Ben Mattlin at Financial Advisor Magazine, advising that clients do not wait until the last minute to take them.
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 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.
Tim Pagliara breaks down the impact of trade tariffs on markets, inflation, the US dollar, and jobs—highlighting key economic shifts and strategies.
Discover a key reason for the selloff as CapWealth CEO Phoebe Venable weighs in on market uncertainty and Trump tariffs with The Wall Street Journal.
Tim Pagliara of CapWealth rises to #6 in 2025 Barron’s Top Advisor in Tennessee—the only RIA in the top 10. Discover his client-focused approach.
