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CapWealth kicks off 2018 Quarterly Brown Bag Lunch Series with “2017 in Review”

January 18, 2018

CapWealth’ Chairman and CEO Tim Pagliara, along with Executive Vice President and Chief Investment Strategist John Lueken, take a look back at 2017 and provide their insights for 2018 in the first Quarterly Brown Bag Lunch seminar of the year.

You listen to the audio of the entire seminar below.

Numbers: Prime Day was Largest Shopping Event for Amazon

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Tim Pagliara of CapWealth Recognized Among Top Financial Advisors in Tennessee by Barron’s

March 27, 2025

Tim Pagliara of CapWealth rises to #6 in 2025 Barron’s Top Advisor in Tennessee—the only RIA in the top 10. Discover his client-focused approach.

Got One Leaving the Nest for College - CapWealth Financial

Got one leaving the nest for college? Here's a financial checklist

May 22, 2024

As your child prepares to leave the nest and head off to college, it’s an ideal time to help them build some critical financial skills. For most young people...

Despite strong economy, investors should protect portfolios against inflation

May 6, 2024

Even with a strong economy, it's crucial to protect your portfolio against inflation. Learn effective strategies to safeguard your investments.

Personal finance: Understand the nuances of investing - CapWealth Financial Advisors in Franklin, TN

Personal finance: Understand the nuances of investing in gold

April 7, 2024

Investing in gold requires understanding its nuances. CapWealth Group explains the key considerations for including gold in your investment portfolio.

Personal finance: Along with the closets, let's spring clean our finances

March 24, 2024

Spring cleaning isn't just for closets! CapWealth Group helps you organize your finances for a fresher, financially healthy start to the season.

Trillion dollar market cap marks amazing company benchmark

February 25, 2024

Learn why reaching a trillion-dollar market cap is a significant benchmark and what it signifies for exceptional companies.

Personal finance: Keep your guard up, learn the sneaky ways scammers work

February 11, 2024

Stay vigilant against scammers with CapWealth Group's advice. Learn the sneaky tactics they use and how to protect your financial well-being.

Personal finance: Here's a helpful checklist for prosperous new year

December 31, 2023

Prepare for a prosperous New Year with CapWealth Group's helpful financial checklist. Ensure your money is working for you with expert tips.

Thinking about end-of-year giving? Consider Donor Advised Funds

December 17, 2023

Consider donor-advised funds for your end-of-year giving to optimize your charitable impact and financial benefits.

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