U.S. stock rally set to pause after six-day run
May 20, 2025
BNN Bloomberg, May 20, 2025
Phoebe Venable, president and CEO at Capwealth, joins a segment of BNN Bloomberg to discuss the recent rally in the stock market and how it is going to pause after a six-day run. “From our point of view, any time we go outside of the United States, we’re going to put a significant risk premium on the currency exposure that we have. Even with the softening of the dollar, we’re still not able to get there under our models and valuations in the way that we look at it,” explains Venable.
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.
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.
Tim Pagliara of CapWealth outlines why AI-driven infrastructure and data connectivity offer one of today’s most overlooked investment opportunities.
