You're A Financial Advisor, Not A Psychotherapist
December 3, 2025
You're A Financial Advisor, Not A Psychotherapist
Hillary Stalker, executive vice president at CapWealth, explains the importance of setting boundaries with clients who are under psychological distress with Ben Mattlin at Financial Advisor Magazine. “It is the advisor’s job to know the client well enough to know when to ask more questions and when the line between advisor and psychologist has been reached,” Stalker says.
CapWealth’s Blake Harrison shares advanced strategies to help high-net-worth investors minimize capital gains taxes in Forbes with William Baldwin.
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.
This season of gratitude, the CapWealth team reflects on client trust, meaningful relationships, and the privilege of helping others reach financial goals.
Giftflation is squeezing budgets. CapWealth’s Hillary Stalker shares tips with NerdWallet on how to manage rising gift costs and stay financially grounded.
Plan your year-end giving to unlock meaningful impact, maximize tax savings, and take full advantage of strategic charitable tax benefits before December 31.
CapWealth CIO Tim Pagliara discusses the impact of technology earnings on free cash flow in Big Tech on 'The Claman Countdown.'
This financial checklist covers retirement plans, taxes, and budgets so you can make smart money moves before year-end and start the new year with clarity.
CapWealth’s Hillary Stalker explains how a CD ladder can offer flexibility and yield for short-term goals in a conversation with Barron’s.
Selling your business? Learn key steps to take before a sale, including how to align goals, prep financials, and plan your transition for success.
