CapWealth

Is real estate still a compelling investment in today’s market?

As housing and real estate continue to evolve, understanding where opportunities and risks may exist is more important than ever. Take a look at Drew O'Connor, CFA®, CFP®, CIPM®, CTFA®'s recent Tennessean feature for insights into the current landscape.







The article is for informational and educational purposes only. Registration does not imply a certain level of skill or training. Nothing herein constitutes investment, legal, or tax advice, an offer to sell, or a solicitation of an offer to buy any security. Data are drawn from sources believed reliable but are not guaranteed and subject to revision. Past performance is not indicative of future results. All opinions are those of CapWealth Group as of the publication date and are subject to change without notice.

Is real estate still a good investment, despite relatively low returns? An actively managed stock portfolio in that same role might achieve better results.

More than $18.8 trillion in household debt. Credit card delinquencies are at a 16-year high. And now, families earning $100,000 or more are feeling the strain too.

CapWealth's new whitepaper, "Have We Built an Economy That We Cannot Afford?" draws on two years of research into how factors such as rising debt, persistent inflation, and shrinking federal flexibility could impact financial planning over the next decade.

"Families with strong incomes are seeing more of their earnings absorbed by housing, insurance, debt service, and everyday expenses," said Tim Pagliara, Chairman and Chief Investment Officer of CapWealth.

Read the full whitepaper: https://www.capwealthgroup.com/affordability-whitepaper




The white paper is for informational and educational purposes only. Registration does not imply a certain level of skill or training. Nothing herein constitutes investment, legal, or tax advice, an offer to sell, or a solicitation of an offer to buy any security. Data are drawn from sources believed reliable but are not guaranteed and subject to revision. Past performance is not indicative of future results. All opinions are those of CapWealth Group as of the publication date and are subject to change without notice.

CapWealth financial advisor Jennifer Horton, CFP®, CTFA spoke with Steve Garmhausen for Barron's about why clients using AI to second-guess financial advice can be a positive, creating opportunities for deeper conversations, better education, and stronger collaboration with other professionals.

Armed With AI, Investors Are Second-Guessing Their Financial Advisors Advisors say they are happy for clients to educate themselves about financial matters, but the advice they get from AI chatbots is often wrong.

Building wealth is one thing, ensuring it reflects your family’s values for generations to come is another. A well-designed legacy plan connects your financial decisions to the priorities that matter most. Read more about the key steps to creating a legacy plan that goes beyond wealth transfer:

Legacy Plan Strategies That Reflect Your Values Legacy planning is about more than assets. Michael Vaught, CFP®, explains how to structure a plan that reflects your family’s values and long-term goals.

New trends in the financial space have surfaced in 2026, from new tax legislation, a shifting landscape for digital assets, and cybersecurity threats targeting high-net-worth individuals. Jennifer Horton, CFP®, CTFA, walks through what investors and families should focus on this year and how to structure these conversations. Read more

Financial Trends to Watch in 2026 For Investors The financial trends to watch in 2026 bring real planning opportunities such as digital assets, estate law changes, cybersecurity, and charitable giving.

CIO Tim Pagliara shares insight with Barron's on how retirees can position portfolios amid persistent inflation pressures, highlighting the importance of strong cash flow, durable dividend payers, and long-term portfolio stability. Read more here:

How Retirees Can Beat Inflation Among the strategies: Own some dividend stocks and bonds funds that inflation won’t chisel away.

Our own Hillary Stalker, CFP®, EVP, recently shared something deeply personal as part of the CNBC Cures initiative — an effort raising awareness for rare diseases. Hillary's daughter Ezzie lives with a rare form of spina bifida, and her experience as a mom has quietly shaped everything about how she serves her clients.

It's a beautiful read. We're proud of her courage in sharing.

Leaning Into My Story CNBC Cures inspired Hillary to share her journey raising Ezzie, her daughter with rare spina bifida, and what it means for how she serves clients.

Hillary Stalker, CFP®, executive vice president and financial advisor at CapWealth, shared with Mallika Mitra how starting with budgeting and building an emergency fund lays the groundwork for long-term financial growth.

5 financial building blocks to make long-term goals less daunting Current reports five financial building blocks for achieving long-term goals: budget creation, emergency fund, debt reduction, retirement savings, and estate planning.

Drew O'Connor, CFA®, CFP®, CIPM® breaks down how the rise of trillion-dollar companies and passive investing is reshaping market concentration, and why investors may need to rethink diversification.

www.capwealthgroup.com

Could a successful IPO for SpaceX trigger an influx of similar activity? Jennifer Horton, CFP®, CTFA, Executive Vice President, believes that since the big pullback in 2022, a fruitful IPO for the company could pave the way. Read Horton’s full thoughts in MONEY, as told to Jordan Chausser.

How Elon Musk's SpaceX Could Supercharge the Next IPO Frenzy A successful SpaceX IPO could be the green light for other private companies to go public.