News
On Fox Business, Tim Pagliara, CIO at CapWealth, discussed how a rise in AI spending is shifting investor focus toward free cash flow and capital discipline.
I Earn $130,000 but Am Terrified of Layoffs. Should I Stop Funding My 401(k) to Pay off My Mortgage?
CapWealth’s Hillary Stalker tells Money why prioritizing saving for retirement can outweigh paying off a mortgage and improve long-term peace of mind.
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’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.
Giftflation is squeezing budgets. CapWealth’s Hillary Stalker shares tips with NerdWallet on how to manage rising gift costs and stay financially grounded.
CapWealth CIO Tim Pagliara discusses the impact of technology earnings on free cash flow in Big Tech on 'The Claman Countdown.'
CapWealth’s Hillary Stalker explains how a CD ladder can offer flexibility and yield for short-term goals in a conversation with Barron’s.
CapWealth has been named to the Forbes 2025 List of Top RIA Firms, a recognition of its trusted wealth management, planning, and investment expertise.
