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Our flagship Enhanced Dividend Income Portfolio invests in 20 – 25 high-quality, dividend-paying, blue-chip, blue-chip stocks from the S&P 100 and Dow 30.
The Enhanced Dividend Income Portfolio is rated #3 among 38 managed account strategies in the Morningstar option writing category based on a five-year return as of (12.31.20).
The Enhanced Dividend Income Portfolio is a five-star rated managed account strategy in the Morningstar option writing category (as of 12.31.20).
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In The News
Check out insights on how we think, view the markets and manage assets through articles and
videos from the minds behind the money – our strategists, portfolio managers, and executive team.
RoseBud Money asks Kevin Simpson what to expect from this new and BIG MONEY Infrastructure Bill the White House is rolling out, why it matters and how communities will be influenced as the country begins to reopen.
Kevin Simpson talks with Rosebud Money about how to understand the market, what to invest in, why to invest, and what to expect.
Kevin Simpson, Capital Wealth Planning Founder & CIO joins Yahoo Finance Live to weigh in on how tech stocks have been faring over the last few weeks and what we investors can expect from markets in the latter half of 2021. Watch now!