Should You Have a Separate 529 Account for Each Child?
529 Plans are important elements in our clients’ financial plans, especially now that...
Archive: News
Jennifer Pagliara Named to The Women’s Fund Board
Jennifer Pagliara, CapWealth Senior Vice President and Financial Advisor, was recently added to...
CapWealth’s Jennifer Pagliara Offers Insights in StyleBlueprint
CapWealth Senior Vice President and Financial Advisor Jennifer Pagliara recently shared her expertise...
“Gray Divorce” on the rise
This post was originally published on Charles Schwab’s Advisor Services website and can...
CapWealth Hosts Tech-Talk Luncheon with FirstBank and Belmont University
On May 15, CapWealth partnered with FirstBank and Belmont University to host a...
Phoebe Venable Provides Insight on Millennial Investors in Financial Advisor IQ
CapWealth President and COO Phoebe Venable recently contributed her insights on millennial investors...
Jennifer Pagliara Makes Another List of “Best Millennial Financial Advisors”
CapWealth Senior Vice President and Financial Advisor Jennifer Pagliara recently made the list...
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...
CapWealth’s John Lueken in Barron’s Magazine
CapWealth Executive Vice President and Chief Investment Strategist John Lueken was quoted in an...
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...
Jennifer Pagliara Ranked in Forbes’ “America’s Top Millennial Advisors”
Forbes recognized Jennifer Pagliara (Senior Advisor, CapWealth) as one of the nation’s top...
Phoebe Venable Featured in Financial Times’ Financial Advisor IQ
Phoebe Venable, CapWealth’ President and COO, is featured in Financial Times’ Financial...
Tim Pagliara Recognized as Power Leader in Financial Planning
Tim Pagliara is recognized as a Power Leader in Financial Planning by the...
Hey Millennials, for the Best of Life’s Experiences, Mix Strategy With Spontaneity
The following column from Jennifer Pagliara, CapWealth Senior Advisor, appeared in The Tennessean...
Americans Now Spend More at Restaurants Than Grocery Stores. Is It a Problem?
The following column from Phoebe Venable, CapWealth President & COO, appeared in The...
In his article in today’s @Tennessean, John flips the script on how most people tackle life improvement – instead of focusing on what you need to add or do, focus on what you can subtract or stop doing to improve various areas of your life, including your financial health. https://t.co/CBdnh9UMi7