We’ve got you covered!
Companies you know. Products you use.
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 a five-star rated managed account strategy in the Morningstar option writing category (as of 6.30.19).
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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.
Watch Kevin Simpson and Jeff Saut’s presentation, “Call Options for Additional Income,” at the MoneyShow Virtual Conference June 2020.
Kevin Simpson on The Broadcast Retirement Network with host Jeffrey Snyder discussing the reopening of America after coronavirus and what that means for the markets.
“Covered Call strategies can serve as a great portfolio enhancement tool in any market. Kevin Simpson of Capital Wealth Planning comes on the broadcast to share his insights.” -Jay Coulter, The Resilient Advisor Podcast