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).
Managed Account Strategies
Managed Account Platforms
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.
Kevin Simpson and Jeff Saut, in partnership with the MoneyShow, recently hosted a webinar. Download the full webinar below. You will be able to hear a recap on the markets, our outlook for 2020 and listen in as they discuss alternative investment styles.
Listen to Kevin Simpson on this week’s Alpha Trader podcast! “Alpha Trader Asks If Things Are Getting Too Perky”
“This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher chatting with Kevin Simpson of Capital Wealth Planning. For a few months now, Task and Alpher have held that the Fed successfully engineered a soft landing in 2019, leading to a healthy bull market, a la 1995….”
Read: Coronavirus update: Apple, other businesses feel virus’ chill: ‘I think we’re starting to worry’
After recently joining the Yahoo Finance On The Move team Kevin Simpson, the Capital Wealth Planning Founder and CIO, was quoted in a Yahoo Finance article discussing the broader impacts of the Coronavirus around the world.