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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: Tesla Vs. Uber – The ‘Halftime’ Investment Committee weigh in
June 27, 2025
Kevin Simpson on CNBC's Halftime Report
Kevin Simpson, CEO and Founder of Capital Wealth Planning, joins the Investment Committee to give his position on Tesla and Uber.
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Watch: Final Trades – KKR & Co, Lululemon, Meta and Rockwell Automation
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Watch: Kevin Simpson on Kodex – How to Respond to Uncertain Markets
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