Tim Pagliara Talks AI Sector, Data Centers & Long-Term Investment Ideas
July 21, 2025
Don’t let estate planning myths put your family at risk. Discover the truth behind common misconceptions and protect what matters most.
Reset your family’s finances for the school year with smart budgeting tips while staying focused on long-term goals like savings and portfolio management.
PlanAdviser reports Dean Shahan has joined CapWealth as EVP and financial advisor, bringing fresh perspective and elevating client service.
Five key financial planning tips for your 20s, 30s, 40s, and beyond. Learn how to build and grow wealth, prepare for retirement, and protect your future.
InvestmentNews covers CapWealth’s addition of Dean Shahan as executive vice president and financial advisor, strengthening the firm’s advisory team.
CapWealth welcomes Dean Shahan as EVP and financial advisor, expanding expertise in planning, strategy, and client-focused wealth management.
Nashville Post highlights Blake Harrison joining CapWealth as EVP of Wealth Management in their “People on the Move” section.
CapWealth welcomes Dean Shahan as EVP and financial advisor, sharing a vision for client-focused, long-term, and thoughtful wealth management.
Jennifer Pagliara Horton explains how the expanded 529 plans in the Tax Bill support homeschooling costs like books, online tools, and materials.
