CapWealth

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.

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.

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.