The Pros and Cons of Four Alternatives to ‘529’ Plans for College
May 1, 2025
The Wall Street Journal, May 1, 2025
The Wall Street Journal’s Cheryl Winokur Munk talks about 529 plan alternatives and their pros/cons with Hillary Stalker, executive vice president at CapWealth. While discussing certain tax-efficient strategies, Stalker explains that, “You can scale back the taxable interest and the taxable dividends associated with the funds in that account.”
CapWealth’s Tim Pagliara tells BNN Bloomberg discusses the U.S. markets and why dividend-paying, cash-generating stocks may shine amid tariff uncertainty.
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.
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.
