Tim Pagliara Talks AI Sector, Data Centers & Long-Term Investment Ideas

July 21, 2025


A blue and white logo for a financial advisor
July 21, 2025
Jennifer Pagliara Horton explains how the expanded 529 plans in the Tax Bill support homeschooling costs like books, online tools, and materials.
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By Jennifer Pagliara Horton July 15, 2025
Worried about market volatility? Jennifer Horton shares insights on how to stay calm, stick to your plan, and avoid emotional investing during uncertain times.
A financial advisor is sitting at a table talking to a family regarding their financial plan.
By Hillary Stalker July 1, 2025
Discover financial planning strategies to help secure the future of children with special needs. Learn about trusts, benefits, savings tools, and more.
A man is sitting at a desk, looking at stock market graphs on a laptop computer.
June 27, 2025
CapWealth’s Hillary Stalker shares recession financial tips with MarketWatch, urging consumers to track spending and prepare for potential cutbacks.
CapWealth Hires Blake Harrison as EVP of Wealth Management | Wealthmanagement.com
June 24, 2025
Alex Ortolani reports on CapWealth hiring Blake Harrison as EVP of Wealth Management, enhancing the firm’s tax expertise and client relationships.
Blake Harrison Named EVP of Wealth Management at CapWealth | Citywire
June 24, 2025
Citywire highlights Blake Harrison joining CapWealth as EVP of Wealth Management, bringing a client-focused approach and strategic solutions.
Blake Harrison Joins CapWealth Wealth Management Team | Nashville Business Journal
June 24, 2025
Blake Harrison joins CapWealth as EVP of Wealth Management, bringing tax strategy and estate planning expertise to the firm’s multifamily office team.
Blake Harrison Joins CapWealth as EVP of Wealth Management
June 24, 2025
CapWealth welcomes Blake Harrison as EVP of Wealth Management, expanding services and evolving toward a fully integrated multifamily office.
June 18, 2025
CapWealth hires Blake Harrison, CPA, as EVP of Wealth Management. The $1.8B RIA adds tax expert with 20 years experience to expand multifamily office services.
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