Archive: News

news

Americans fall short in financial literacy

The following column from John Lueken, CapWealth Executive Vice President and Chief Investment Strategist,...
financial learning
news

Beyond ‘Shark Tank’: What you should know about venture capital

The following column from Jennifer Pagliara, CapWealth Executive Vice President and Financial Advisor, was...
Shark Tank (Photo_Associated Press)
news

What you need to know about dwindling Social Security reserves

The following column from Jennifer Pagliara, CapWealth Executive Vice President and Financial Advisor, was...
one dollar bill
news

CapWealth Hosts 2019 State of the Union Luncheon

On Jan. 24, 2019, CapWealth hosted a State of the Union luncheon at...
YouTube video: CapWealth State of the Union
news

Investing: Millennials are embracing trend of retiring early; should you?

The following column from Jennifer Pagliara, CapWealth Senior Vice President and Financial Advisor, was...
Financial planning
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Investing: Are your expectations aligned with reality?

The following column from Jennifer Pagliara, CapWealth Senior Vice President and Financial Advisor, was...
Investing expectations
news

CapWealth Founder Featured in December Lifestyles Pubs

CapWealth Founder, Chairman and CEO Tim Pagliara is featured in the December issue...
Tim Pagliara, Chairman and Chief Investment Officer at CapWealth
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Keeping your cool — and taking action — during market corrections

The following column from John Lueken, CapWealth Executive Vice President and Chief Investment Strategist,...
Taking action during market corrections
news

Study: Millennials reaping the benefits of the side hustle

The following column from Jennifer Pagliara, CapWealth Senior Vice President and Financial Advisor, was...
side hustle
news

Phoebe Venable Talks Estate Planning in StyleBlueprint

CapWealth President and COO Phoebe Venable recently chatted with StyleBlueprint’s Kate Dore about...
Phoebe Venable, President and Chief Executive Officer at CapWealth
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Should You Have a Separate 529 Account for Each Child?

529 Plans are important elements in our clients’ financial plans, especially now that...
Mom with two children
news

Jennifer Pagliara Named to The Women’s Fund Board

Jennifer Pagliara, CapWealth Senior Vice President and Financial Advisor, was recently added to...
Jennifer Pagliara, CFP at desk
news

CapWealth’s Jennifer Pagliara Offers Insights in StyleBlueprint

CapWealth Senior Vice President and Financial Advisor Jennifer Pagliara recently shared her expertise...
Jennifer Pagliara, CFP, meeting with client
news

“Gray Divorce” on the rise

This post was originally published on Charles Schwab’s Advisor Services website and can...
"Gray Divorce" is on the rise
news

CapWealth Hosts Tech-Talk Luncheon with FirstBank and Belmont University

On May 15, CapWealth partnered with FirstBank and Belmont University to host a...
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