CapWealth

05/19/2026

New trends in the financial space have surfaced in 2026, from new tax legislation, a shifting landscape for digital assets, and cybersecurity threats targeting high-net-worth individuals. Jennifer Horton, CFP®, CTFA, walks through what investors and families should focus on this year and how to structure these conversations. Read more

The financial trends to watch in 2026 bring real planning opportunities such as digital assets, estate law changes, cybersecurity, and charitable giving.

05/18/2026

CIO Tim Pagliara shares insight with Barron's on how retirees can position portfolios amid persistent inflation pressures, highlighting the importance of strong cash flow, durable dividend payers, and long-term portfolio stability. Read more here:

Among the strategies: Own some dividend stocks and bonds funds that inflation won’t chisel away.

05/12/2026

Our own Hillary Stalker, CFP®, EVP, recently shared something deeply personal as part of the CNBC Cures initiative — an effort raising awareness for rare diseases. Hillary's daughter Ezzie lives with a rare form of spina bifida, and her experience as a mom has quietly shaped everything about how she serves her clients.

It's a beautiful read. We're proud of her courage in sharing.

CNBC Cures inspired Hillary to share her journey raising Ezzie, her daughter with rare spina bifida, and what it means for how she serves clients.

05/07/2026

Hillary Stalker, CFP®, executive vice president and financial advisor at CapWealth, shared with Mallika Mitra how starting with budgeting and building an emergency fund lays the groundwork for long-term financial growth.

Current reports five financial building blocks for achieving long-term goals: budget creation, emergency fund, debt reduction, retirement savings, and estate planning.

05/05/2026

Drew O'Connor, CFA®, CFP®, CIPM® breaks down how the rise of trillion-dollar companies and passive investing is reshaping market concentration, and why investors may need to rethink diversification.

04/30/2026

Could a successful IPO for SpaceX trigger an influx of similar activity? Jennifer Horton, CFP®, CTFA, Executive Vice President, believes that since the big pullback in 2022, a fruitful IPO for the company could pave the way. Read Horton’s full thoughts in MONEY, as told to Jordan Chausser.

A successful SpaceX IPO could be the green light for other private companies to go public.

04/24/2026

Structuring your assets goes beyond investment selection. Factors such as account titling, beneficiary designations, trusts, and overall organization can impact how assets align with your financial goals. Read more about the key considerations for your plan.

Structure your assets for long-term planning by understanding account titling, diversification, and beneficiary decisions within your financial strategy.

04/09/2026

Congratulations to Founder and CIO Tim Pagliara, who has been recognized on the Forbes 2026 Best-In-State Wealth Advisors and America’s Top Wealth Advisors lists! This recognition highlights CapWealth’s commitment to top-notch client service and helping them make lasting financial decisions. Read more about the award here:

CapWealth, a $2B RIA, today announced that its Founder and Chief Investment Officer, Tim Pagliara, has been recognized on two of Forbes’ advisor rankings for...

04/07/2026

Risk plays a varying role across individual portfolios, so how can you align it with your long-term goals? Learn more about how to gauge risk tolerance in your overall financial plan with Jennifer Horton, CFP®, CTFA.

Risk Review Reveals how risk tolerance, diversification, and market factors shape portfolio performance over time and affect long-term goals.

04/06/2026

Congratulations to Drew O'Connor, CFA®, CFP®, CIPM®, on earning his Certified Trust and Fiduciary Advisor (CTFA) designation!

Awarded by the American Bankers Association, the CTFA highlights advanced expertise in trust and fiduciary services, spanning estate planning, tax strategy, and investment management. The designation requires a strong foundation of experience, successful completion of a comprehensive exam, and ongoing education.

We’re proud to see Drew continue to deepen the expertise that supports our clients every day.

04/02/2026

Tax Day is fast approaching, but there are still ways to squeeze out last-minute savings. Learn more about your options as Executive Vice President Dean Shahan, CFP®, CPWA® connects with Maryalene LaPonsie at U.S. News and World Report

The clock is ticking, but you still have time to save on your income taxes.