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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: The Committee’s new high club: Here’s what you need to know
December 15, 2025
Kevin Simpson on CNBC Halftime Report
Kevin Simpson, Capital Wealth Planning founder and CEO, joins CNBC’s ‘Halftime Report’ to discuss some of their stocks hitting new highs.
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Watch: Calls of the Day – Leidos, Boeing, Lockheed Martin, QXO, On Holding, Spotify and Chevron
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Watch: Final Trades – Micron, Palo Alto Networks, Adobe and Vertiv Holdings
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