CAPWEALTH ADVISORS, LLC

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The economy's strong, but how's your economic health?

Phoebe Venable, chartered financial analyst, is president and COO of CapWealth Advisors LLC. Her column on women, families and building wealth appears each Saturday in The Tennessean.

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The Tennessean
June 22, 2015
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Company Overview of CapWealth Advisors LLC

CapWealth Advisors LLC offers financial consulting services. The company provides risk management, portfolio monitoring, financial analysis, quarterly performance reporting, and integrated investment strategy consulting services. Additionally, it offers ...

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Bloomberg
June 20, 2015
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How ETFs and Mutual Funds are Different

Purchases and sells are executed through a broker-dealer and the price of an ETF can change from second to second, just like any stock,” wrote Phoebe Venable, President and COE of CapWealth Advisors, LLC, for The Tennessean. [Mutual Fund Pros Invest in ...

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ETF Trends Setting The Pace
June 25, 2013
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U.S.-based stock funds post $3.3 billion outflows in latest week: ICI

"People are trying to gauge what the spillover from the energy space will be on the stock market," said John Lueken, chief investment strategist at CapWealth Advisors LLC in Franklin, Tennessee. Lueken said that while worries hurt demand for U.S. stocks ...

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Reuters
December 17, 2014
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Want to Improve Your Health? Contribute to a 401(k)

Tennessean contributor Phoebe Venable, a financial analyst and president and COO of CapWealth Advisors LLC, said unhealthy choices, like smoking or overeating, are expensive. She also noted: Financial problems can lead to health problems and vice versa ...

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Yahoo Finance
August 29, 2014
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Fannie Mae/Freddie Mac Shareholders Publicize Suit against Federal Taking of Assets

Fannie Mae and Freddie Mac formally are known as Government-Sponsored Enterprises, or GSEs. These days the "S" might stand for "stolen." A group of their shareholders are arguing as much in federal court in Perry Capital v. Lew. The U.S. Treasury ...

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National Legal and Policy Center
February 17, 2014
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CapWealth Advisors Investment Firm Expands Family Wealth Management Focus; Hires High Net Worth Investment Officer

FRANKLIN, Tenn.--(BUSINESS WIRE)--Independent investment firm CapWealth Advisors LLC has added Phoebe J. Venable to its team of family investment professionals as managing principal, Tim Pagliara, chairman and chief executive officer, announced today.

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Business Wire
April 18, 2011
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Nader To Hold Round Table On Fannie Mae, Freddie Mac Tomorrow

Ralph Nader is holding a round table discussion tomorrow as part of his campaign in ... FMCC) shareholder and CapWealth Advisors LLC founder Tim Pagliara, and president of the National Community Reinvestment Coalition John Taylor. The round table will ...

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Value Walk
February 4, 2014
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New Tennessee coalition advocates tax reform, pro-growth business policies

"Business owners and employees in Tennessee are frustrated with Washington," said Tim Pagliara, founding member of the coalition, as well as chairman, founder and CEO of CapWealth Advisors LLC. "While Main Street is working, the nation's capital obviously ...

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Nooga
February 28, 2014
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Capwealth Advisors, Llc

Registered in NY and SC. While Capwealth Advisors, Llc is licensed to operate in 2 states, licenses for individual advisors may vary.

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USNews
November 2, 2013
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Fannie, Freddie Investors Push Back On Housing Finance Bill

Pagliara, who is also the CEO of investment management firm CapWealth Advisors LLC, had announced the formation of the group last week, saying it would seek to influence the provisions of any legislation related to reforming the so-called government ...

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Law 360
April 10, 2014
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Main Street Growth & Opportunity Coalition Launches In Tennessee

While Main Street is working, the nation’s capital obviously is not,” said Tim Pagliara, chairman, founder and CEO of CapWealth Advisors, LLC and a founding member of the Tennessee coalition. “As an investment advisor for the last 30 years ...

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Chattanoogan
February 26, 2014
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CAPWEALTH ADVISORS, LLC

7:50PM ET - Dow Jones Business News DOJ Girds for Strict Review of Any Health-Insurer Mergers 5:25PM ET - Dow Jones Business News Jurassic World,' 'Inside Out' Knock Stuffing Out of 'Ted 2'

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NASDAQ
March 30, 2015
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127 corporations that want to “Fix the Debt” by gutting your retirement

The CEOs of the following corporations don’t think they have enough money — perhaps because they don’t have it all. So they got together a little group called “Fix the Debt” to cobble up some more. The source of their added wealth? Your ...

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America blog
February 23, 2013
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EMC Corp. Popular Amongst Latest 13F Filers

At Holdings Channel, we have reviewed the latest batch of the 31 most recent 13F filings for the 09/30/2014 reporting period, and noticed that EMC Corp. (NYSE: EMC) was held by 14 of these funds. When hedge fund managers appear to be thinking alike, we ...

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Forbes
November 13, 2014
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Finance tips for newlyweds

Jennifer Pagliara is a financial adviser with CapWealth Advisors, LLC, and a proud member of the Millennial Generation. Her column, which appears every other Saturday in The Tennessean, speaks to her peers and anyone else that wants to get ahead financially.

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Tallahassee Democrat
July 25, 2015
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Volatility in stock market creates opportunity

Jennifer Pagliara is a financial adviser with CapWealth Advisors LLC, and a proud member of the millennial generation. Her column, which appears every other Saturday in The Tennessean, speaks to her peers and anyone else that wants to get ahead financially.

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The Tennessean
September 4, 2015
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CapWealth names Scott Roland president

Brentwood-based wealth management firms CapWealth Advisors LLC and CapWealth Investment Services LLC have named Scott Roland president. Roland joined the companies in February after 13 years as assistant vice president at NBC Securities in Birmingham ...

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The Business Journal
August 10, 2010
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Top Tennessee Wealth Management Firm, CapWealth Advisors, Attracts Goldman Sachs VP, Equity Analyst to Lead Research, Trading Efforts

FRANKLIN, Tenn., Apr 16, 2014 (BUSINESS WIRE) -- Independent registered investment advisory firm CapWealth Advisors has tapped Goldman Sachs veteran John Lueken to lead the Tennessee firm's research and trading efforts as chief investment strategist, Tim ...

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Market Watch
April 16, 2014
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Reviewing budget can avoid January financial hangover

If you need help, talk to a financial adviser. Phoebe Venable, chartered financial analyst, is president and COO of CapWealth Advisors, LLC. Her column on women, families and building wealth appears every other Saturday in The Tennessean.

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The Tennessean
December 4, 2015
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Invest in 2015 with the tried and true

You don’t have to take my word on it. Take the proof of history. Phoebe Venable, chartered financial analyst, is president and COO of CapWealth Advisors LLC. Her column on women, families and building wealth appears each Saturday in The Tennessean.

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WTSP
January 10, 2015
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New Bill to Recapitalize Fannie Mae and Freddie Mac is Introduced

"This is a great development,” said Tim Pagliara, founder of Investors Unite and chairman, founder and CEO of CapWealth Advisors, LLC. The Third Amendment Sweep continues to put taxpayers at risk by depriving the GSEs of capital that would be a buffer ...

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DSnews
September 11, 2015
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What Greece’s financial woes mean for the U.S.

Ask your financial adviser how he or she can help you and your family avoid financial calamity. Phoebe Venable, chartered financial analyst, is president and COO of CapWealth Advisors LLC.

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13 WMAZ
July 2, 2015
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CAPWEALTH ADVISORS, LLC

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NASDAQ
September 29, 2015
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American dream of homeownership eludes millennials

Jennifer Pagliara is a financial adviser with CapWealth Advisors, LLC, and a proud member of the millennial generation. Her column, which appears every other Saturday in The Tennessean, speaks to her peers and anyone else that wants to get ahead financially.

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Observer & Eccentric Newspapers
October 30, 2015
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