CapWealth Client Call | April 23

April 23, 2020

CapWealth’s leadership team discusses the price of oil and its effect on economic recovery on today’s CapWealth Client Call.

A couple is reviewing their year-end financial checklist to start the new year off right.
By Hillary Stalker October 21, 2025
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.
Barron| October 11, 2025  - A CD Ladder Is the Right Step for These Young Workers. Here’s Why.
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CapWealth’s Hillary Stalker explains how a CD ladder can offer flexibility and yield for short-term goals in a conversation with Barron’s.
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Selling your business? Learn key steps to take before a sale, including how to align goals, prep financials, and plan your transition for success.
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CapWealth has been named to the Forbes 2025 List of Top RIA Firms, a recognition of its trusted wealth management, planning, and investment expertise.
CapWealth Named to Forbes 2025 America's Top RIA Firms
By Brian OpenMoves October 1, 2025
CapWealth was named to Forbes 2025 America's Top RIA Firms by SHOOK Research, recognized for excellence in AUM, revenue, compliance, and experience.
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Understanding RMDs can help retirees avoid penalties, manage taxes, and stay on track with their retirement goals. Learn what to know and when to act.
Fox Business report: S&P 500 chart with hosts discussing stock market highlights.
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CapWealth's Tim Pagliara discusses why investors should look beyond the market’s biggest names, spotlighting a handful of undervalued opportunities.
CapWealth Expands Team with EVP Christopher Stevens
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Christopher Stevens joins CapWealth as EVP and advisor, bringing expertise in legacy trusts and strategy to support high-net-worth families.
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Nashville Post, September 18, 2025 Cynthia Anderson at Nashville Post reports that Christopher Stevens has joined CapWealth as executive vice president and financial advisor. “What drew me to CapWealth is its thoughtful, relationship-driven approach to investing, where individual stock selection still plays a meaningful role in building portfolios. I’m excited to join a team that shares my passion for engaging with clients, discussing market trends in a practical way, and planning with a long-term perspective,” says Stevens
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