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.
Tim Pagliara joins BNN Bloomberg to discuss how recent political pressure on the Federal Reserve and other factors are impacting U.S. equities and economic growth.
CapWealth promotes Drew O’Connor to Director of Research, recognizing his leadership and role in advancing investment strategy and client outcomes.
Citywire reports Drew O’Connor’s promotion to Director of Research at CapWealth, recognizing his leadership and impact on the firm’s investment process.
Drew O’Connor is promoted to Director of Research at CapWealth, as reported by Cynthia Yeldell Anderson in the Nashville Post.
Reflecting on year-end means more than looking back. It’s about client reviews, strategy updates, and planning ahead for smarter financial outcomes.
CapWealth’s Blake Harrison shares advanced strategies to help high-net-worth investors minimize capital gains taxes in Forbes with William Baldwin.
Financial advisors are not psychotherapists as CapWealth’s Hillary Stalker shares insights on setting healthy client boundaries in Financial Advisor.
Review your financial year in review and take advantage of key changes for 2026 to boost savings, maximize tax benefits, and start the new year strong.
Giftflation is squeezing budgets. CapWealth’s Hillary Stalker shares tips with NerdWallet on how to manage rising gift costs and stay financially grounded.
