Archive: News

news

What is Capital Gains Tax and what does it mean for investors?

We all know we have to pay taxes on income earned. But many...
news

Knowing your financial destination can help you prepare for accidents, setbacks

How many times have you and your family gotten into a car without...
news

Americans fall short in financial literacy

We teach our children to wear seat belts, to eat vegetables and to...
financial learning
news

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

Surely you’ve seen an episode of “Shark Tank,” where a nervous-looking group of entrepreneurs stands...
Shark Tank (Photo_Associated Press)
news

Backdoor Roth IRAs

Many of you have probably heard of a Roth IRA. But for those...
news

What you need to know about dwindling Social Security reserves

The Social Security Administration estimated 63 million Americans received $1 trillion in benefits in 2018....
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
news

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
news

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
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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.

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