Archive: News

news

Stock Markets, CapWealth will be closed on Wednesday, Dec. 5

The financial markets will be closed on Wednesday, Dec. 5 to honor the...
news

Keeping your cool — and taking action — during market corrections

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

Study: Millennials reaping the benefits of the side hustle

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

Phoebe Venable Talks Estate Planning in StyleBlueprint

CapWealth President and COO Phoebe Venable recently chatted with StyleBlueprint’s Kate Dore about...
news

Should You Have a Separate 529 Account for Each Child?

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

Jennifer Pagliara Named to The Women’s Fund Board

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

CapWealth’s Jennifer Pagliara Offers Insights in StyleBlueprint

CapWealth Senior Vice President and Financial Advisor Jennifer Pagliara recently shared her expertise...
news

“Gray Divorce” on the rise

This post was originally published on Charles Schwab’s Advisor Services website and can...
news

CapWealth Hosts Tech-Talk Luncheon with FirstBank and Belmont University

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

Ranked #1 in more ways than one.

In 2018, CapWealth founder Tim Pagliara was named No. 1 Financial Advisor in...
news

CapWealth Founder Named No. 1 Financial Advisor in Tennessee by Forbes, Barron’s 

Tim Pagliara is the first and only financial advisor in Tennessee to simultaneously...
news

Jennifer Pagliara Makes Another List of “Best Millennial Financial Advisors”

CapWealth Senior Vice President and Financial Advisor Jennifer Pagliara recently made the list...
news

Phoebe Venable Provides Insight on Millennial Investors in Financial Advisor IQ

CapWealth President and COO Phoebe Venable recently contributed her insights on millennial investors...
news

CapWealth’s John Lueken in Barron’s Magazine

CapWealth Executive Vice President and Chief Investment Strategist John Lueken was quoted in an...
news

CapWealth’ Chris Burger Accepted into 2017 Young Leaders Council/Williamson County Class

CapWealth Financial Advisor Chris Burger has been accepted by the Young Leaders Council...
Download Forms

CapWealth Advisors

Form to Download Form to Download Form to Download Form to Download

Sterne Agee

Form to Download Form to Download Form to Download Form to Download

American Funds

Form to Download Form to Download Form to Download Form to Download

C. Schwab

Form to Download Form to Download Form to Download Form to Download

×
Holiday Calendar

NYSE, NYSE MKT, NYSE Amex Options, NYSE Arca, NYSE Arca Options, and NYSE Bonds will observe U.S. holidays as listed below. Although NYSE Arca follows the same holiday schedule as the NYSE, on days when the NYSE closes early, NYSE Arca hours may vary due to its extended trading day.

×