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CapWealth 2020 State of the Union Recording Online

On Wednesday, Jan. 29, CapWealth hosted a State of the Union luncheon at...
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Already off your financial resolutions? Set goals to get back on track.

Is one of your 2020 New Year’s resolutions to get your finances in...
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Tim Pagliara Named No. 1 Wealth Advisor in Tennessee by Forbes

CapWealth founder, chairman and chief investment officer has been named No. 1 in...
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Investors Unite Jan. 24 Teleconference Recording Online

On Friday, Jan. 24, Investors Unite Executive Director Tim Pagliara hosted a teleconference...
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As the Decade Ends, Check These Financial Items off Your List

We tend to end the year thinking about goals we met or failed...
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Socially Responsible Investing Is Here to Stay. This is What You Need to Know

In our increasingly complex world, some investors are taking a stance about where...
blog

Cut back on errors to improve financial health, life

As the school year gets back into full swing and sports teams are...
blog

America Is About To Do The Right Thing In Housing Finance Reform. We Have Tried Everything Else.

In a surprise move in September 2008, government-sponsored entities (GSEs) Fannie Mae and...
blog

Achieving a Better Life Experience through ABLE Accounts

For families with a special-needs member, saving and planning for the future can...
news

Tales Of Investor Mania

Economic bubbles are created when asset prices appear to be based on implausible...
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Maybe Financial Advice Business Isn’t Dead After All

Pacific Life Insurance recently announced it would be halting the digital financial advice...
financial learning
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What Are The Unintended Consequences of Low Interest Rates?

Rising geopolitical tensions and trade wars have led to an increase in market...
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Numbers: Prime Day was Largest Shopping Event for Amazon

On the heels of the most recent Amazon Prime Day, it makes sense...
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The Fed’s Pivot

Beginning in December of 2015, the Federal Reserve embarked on a slow, methodical,...
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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...

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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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