Advisors Urge Investors to Wait on SpaceX

April 27, 2026

Wealth Management, April 27, 2026

Elaine Misonzhnik at Wealth Management shares insights from Jennifer Horton, executive vice president at CapWealth, who highlights advisors’ cautious stance on the anticipated SpaceX IPO and how to manage client expectations when investing. “There's been a lot of questions about it — it's usually from clients who really like Elon Musk because they've already bought into him,” says Horton, adding that the proposed $2 trillion valuation on roughly $15 billion in revenue “feels insane” and could lead to a “really volatile” stock.

READ MORE

Advisors review charts on screens, analyzing market concentration in a new era of scale
By Drew O'Connor May 5, 2026
Rethinking market concentration in a new era of scale, where large-cap growth, AI investment, and index flows reshape diversification.
An image highlighting Jennifer Horton being featured in Money.com’s SpaceX IPO market article
By CapWealth April 29, 2026
CapWealth’s Jennifer Horton says SpaceX’s IPO could reignite broader market listings, while cautioning rates may delay momentum, as featured in Money.com.
Desk with asset planning notes, a tablet, and a mug of tea in a bright financial planning workspace.
By Michael Vaught April 21, 2026
Structure your assets for long-term planning by understanding account titling, diversification, and beneficiary decisions within your financial strategy.
Tim Pagliara ranks #1 in Tennessee in Forbes 2026 rankings, shown in an office portrait
By CapWealth April 9, 2026
Tim Pagliara ranks #1 in Tennessee on Forbes 2026 lists, with CapWealth’s founder also earning a spot among America’s Top Wealth Advisors.
Tim Pagliara on Fox Business Making Money, to discuss the keys to investing success
By CapWealth April 8, 2026
Tim Pagliara discussed the keys to investing success, which are asset allocation and security selection that depend on asset valuation and special situations.
Desk with risk review summary, charts, tablet, notebook, near a screen showing financial data.
By Jennifer Horton April 7, 2026
Risk Review Reveals how risk tolerance, diversification, and market factors shape portfolio performance over time and affect long-term goals.
Reviewing paperwork in a home office, reflecting last-minute tax planning & financial decisions.
By CapWealth April 1, 2026
CapWealth’s Dean Shahan shares last-minute tax moves in U.S. News, from HSA and IRA contributions to smart account choices before April 15.
BusinessWire is highlighting the report on Lumen Technologies & its role in AI-infrastructure.
By CapWealth March 30, 2026
CapWealth releases a Research Report on Lumen Technologies, outlining why the firm sees long-term growth potential in AI-driven digital infrastructure.
Desk with family governance plan document, charts, laptop, calculator, and coffee near the screen sh
By Blake Harrison March 17, 2026
Family governance plans help families define values, improve communication, and guide decisions so wealth and relationships stay strong across generations.
Show More

Share Article