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Home
Strategies
Catholic Values Enhanced Dividend Income Portfolio
Enhanced Dividend Income Portfolio
Growth & Income Portfolio
Hedged ETF Portfolio
Tactical Transition Strategy
Platforms & Custodians
Benjamin F. Edwards & Co.
Charles Schwab
Envestnet
Fidelity
Janney
LPL Financial
Morgan Stanley
Raymond James
RBC
R.W. Baird
Stifel Nicolaus
Truist
Wells Fargo Advisors
Team
News
Podcast
Contact
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Watch: Trade Tracker – Stephanie Link and Malcom Ethridge buy IBM while Kevin Simpson trims his position
May 14, 2025
Kevin Simpson on CNBC's Halftime Report
The Investment Committee make their cases for IBM.
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Watch: Trade Tracker – Kevin Simpson sells Agnico covered call
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