Tim Pagliara | Fox Business Making Money - Investing Success
April 9, 2026
Tim Pagliara, Chief Investment Officer at CapWealth, joined Fox Business Making Money with Charles Payne to discuss that the keys to investing success are asset allocation and security selection that depend on asset valuation and special situations. "Lumen, for example, is one of those companies that people have ignored. They are the railroad tracks that are going to connect all these data centers," he explains.
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.
Avoid retirement planning mistakes that can erode after-tax wealth. Learn how affluent families can align spending, taxes, giving, and estate plans.
Charitable giving can reduce taxes, engage your family, and build a lasting legacy when aligned with your financial and estate planning strategy.
