Timothy J Pagliara is a Tennessee-based financial professional, working as an investment advisor. Tim is a leader in the industry, overseeing several financial advisors at his company, CapWealth.
Building a Profitable Investment Portfolio
A well-diversified portfolio is essential for any investor to achieve their goals. As an individual, you must know how to allocate your assets to meet your goals and risk tolerance. Having a well-designed strategy can help you avoid unexpected expenses and ensure that your investments are well-positioned for the long run.
Step 1. Determine Your Asset Allocation
Before you start building a portfolio, you must clearly understand your goals and financial situation. Some of the most common factor...
Important Finance Tips for Preparing Retirees
Many people in the US are considering retiring early due to the economic crisis. The pandemic could cause many people to have fewer savings for retirement. It’s important to review your retirement plans at any point in time. Regardless of your current financial situation, the same principles apply to planning for your retirement. These include: planning for unexpected expenses, keeping an eye on your savings, and making conservative decisions with Social Security.
Here are tips that will help...
A Guide to Obtaining a C-Level Position
C-level positions require a wide range of skills and experience and a certain amount of personal commitment. Getting a C-level job is a personal goal, and there are various milestones that you need to reach to secure this type of position. Let’s discuss what a C-level executive is, how you can position yourself for this role.
C-Suite
The term “C-suite” refers to an organization’s top executives. These individuals are known for their extensive field experience and strong management skills. The...
Five Qualities of an Active Philanthropist
As organizations face increasing pressure to distinguish themselves from their competitors, they are also trying to figure out what qualities a good leader should have. The following personality traits can help them figure out what makes a good leader.
A study revealed that certain personality traits are associated with incompetence in leaders and managers. These include over-control, irritability, micro-management, and untrustworthiness. In addition, poor decisions, poor discipline, and deal...
Steps to Starting an Impactful Fundraiser
One of the best ways for a nonprofit to raise money is through fundraising. However, it’s also not enough to set up a website and hope people will click through.
To successfully drive donations, a nonprofit needs to develop a strategy, build a strong relationship with its potential donors, and constantly pivot. There are lots of ways to raise money for a charity, and you can try different strategies to find the best one for you. In this article, we’ll talk about steps you should take to ensur...
Why is Transparency Important for a Leader?
The rise of transparency and trust in the workplace has become a common demand among employees. They want to be able to have a clear understanding of what is real and what is not. This is because people are tired of being surprised by the unknowns in their lives. A clear understanding of what is happening in our relationships and decisions allows us to make better decisions.
Besides securing a job, employees also want to be part of a culture that values the truth. They expect their leaders to...
Four Non-Monetary Ways to Give Back
Volunteering, donating money, or joining a non-profit organization can help those in need in your community. Doing so not only helps those in need but also touches many people’s lives. Whether you give money or time, doing so will make a difference in many people’s lives.
It’s not the act that matters when it comes to giving back to your community. Even the most modest show can make a massive difference in many people’s lives. Here are four ways to give back to your local community without an...
The Benefits of Committing to Volunteer Work
Why Should You Volunteer?
Unfortunately, finding time to volunteer can be complicated due to busy schedules. However, volunteering can benefit both the volunteer and the community. It can help individuals develop new skills and connect with others more meaningfully.
Being able to give back can help protect your physical and mental health. It can help keep you mentally stimulated and stress-free and provide a sense of purpose and purpose. While volunteering can be very beneficial, it doesn’t h...
Top-Rated Personal Finance Apps
Most basic budget apps allow you to keep track of your finances and categorize expenses. However, these tools also do other things. These are some of the most crowd-pleasers on the market.
Mint
Mint has received high ratings in both the Google Play and App Store. It has a lot of reviews, and it’s free to use. It can sync various accounts, such as credit cards, checking accounts, investments, and loans.
Mint categorizes your expenses into unlimited budget categories. It also lets you set speci...
How to Build a Solid Financial Plan
One of the most critical factors you can consider when building a solid foundation is having a road map for the future—having a plan allows you to prioritize your actions and progress toward achieving your goals.
A financial plan is also vital for anyone who wants to improve their financial literacy. It can help them track their progress and focus on their goals. Having a plan can help you grow and improve your standing in the financial world. A financial plan can also be straightforward, as ...
Fostering Trust within Your Team
Trust is one of the most critical factors a team can consider when it comes to success. Having a strong and effective relationship with one another can help them plan and work more efficiently. Unfortunately, when trust is not maintained, it can affect various aspects of a team’s performance.
By fostering trust among colleagues, you can help make everything run smoothly. As a team leader who values the contributions of others, you can help build a culture of trust within the organization. In ...
How to Lead and Resolve an Elevated Situation
Every day at work, conflict resolution can disrupt the momentum of a team or a leader, and it can become a toxic environment for the entire organization. Leaders can allow conflict to fester instead of addressing it head-on, leading to a situation where the whole organization is affected. Managing conflict can be challenging due to the complexity of the situation and the ecosystem in which the conflict operates.
The endless agendas of the workplace can make it hard to know which issues will b...
A Look Into Philanthropic Leadership
Timothy J Pagliara goes more in-depth into philanthropic leadership.
The Key Components of Estate Planning
Timothy J Pagliara talks about the key components of estate planning.
Why Is Situational Awareness Critical to Leadership?
Timothy J Pagliara talks about why situational awareness is critical in leadership.