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.
Tim Pagliara ranks #1 in Tennessee on Forbes 2026 lists, with CapWealth’s founder also earning a spot among America’s Top Wealth Advisors.
Tim Pagliara discussed the keys to investing success, which are asset allocation and security selection that depend on asset valuation and special situations.
Risk Review Reveals how risk tolerance, diversification, and market factors shape portfolio performance over time and affect long-term goals.
CapWealth’s Dean Shahan shares last-minute tax moves in U.S. News, from HSA and IRA contributions to smart account choices before April 15.
CapWealth releases a Research Report on Lumen Technologies, outlining why the firm sees long-term growth potential in AI-driven digital infrastructure.
Family governance plans help families define values, improve communication, and guide decisions so wealth and relationships stay strong across generations.
Long-Term Care Planning helps affluent families prepare for extended care and reduce financial disruption when health changes, so plans stay aligned.
MarketWatch features CapWealth’s Hillary Stalker on HSAs & retirement healthcare costs, urging savers to maximize HSA funding & build flexible taxable savings.
CapWealth CIO Tim Pagliara joins Bloomberg Daybreak Asia to discuss how AI is pressuring software pricing, margins, and innovation.
