NAPLES, FL –Capital Wealth Planning, LLC (CWP) founder and chief investment officer Kevin Simpson, is proud to announce the firm’s robust involvement at The MoneyShow Orlando, February 6 – 8, 2020, at the Omni Resort at ChampionsGate.
“The MoneyShow is the largest gathering of Wall Street’s most experienced and insightful experts, and we’re proud to be included in this select group to help attendees invest smarter,” said Kevin Simpson.
Over the course of the three-day event, investors can build invaluable knowledge and chart their paths toward growth and prosperity in any market condition through education at expert presentations, workshops and spirited panel discussions. CWP will be presenting each day, kicking things off as part of a Market Overview Panel for financial advisors.
“In today’s market, many investors are seeking to increase cash flow and reduce overall volatility in their portfolio,” said Kim Githler, CEO & Chair of MoneyShow. “Kevin Simpson and the Capital Wealth Planning team are clearly best-in-class for managing proprietary income-oriented portfolios for clients. We are thrilled to welcome Capital Wealth Planning at The MoneyShow Orlando to educate our investment community.”
Kevin Simpson and Market Strategist Jeffrey Saut lead presentations throughout the event on topics ranging from overall investing strategies to options and commodities. Presentation titles include: Call Options for Additional Income, Follow the Yellow Brick Road: 2019 Review and 2020 Outlook, The Federal Reserve and Your Portfolio, Equities vs. Gold: Which Will Outperform in the Year Ahead, Maintaining Positive Returns in 2020, Creating Income in Today’s Markets, andCreating Growth and Income Using Tactical Strategies.
CWP’s managed account strategies continue to be recognized and highly ranked by Morningstar in the option writing category. The firm’s Enhanced Dividend Income Portfolio (EDIP) SMA (separately managed account) strategy, featuring a concentrated domestic equity portfolio of 24 to 27 mega-cap blue chips from the S&P 100, maintained its number one ranking in the Morningstar™ option writing category out of 32 Option Writing SMA Managers. This ranking is based on a five-year time period as of September 30, 2019. Learn more about Morningstar rating methodologies.
About Capital Wealth Planning
Capital Wealth Planning, LLC (CWP) is an SEC registered fee-only investment advisory firm based in Naples, Florida. Building and managing proprietary income-oriented portfolios since 2005, the company has approximately $1.75 billion of assets under management. The firm’s methodologies are designed to enhance risk-adjusted returns and offer portfolio protection while delivering monthly cash flow. Ranked by Financial Advisor Magazine in 2018 as one of the top 50 fastest growing SEC registered investment advisors in the country, CWP leads the implementation of covered call strategies with their Enhanced Dividend Income Portfolio, ESG Enhanced Dividend Income Portfolio, ETF Covered Call Portfolio and Covered Call Overlay Service. Additional information is available at www.capitalwealthplanning.com.
Disclosure: You should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from CWP. It is published solely for informational purposes and is not to be construed as a solicitation nor does it constitute advice, investment or otherwise. To the extent that a reader has questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. A copy of the CWP written disclosure statement regarding CWP’s advisory services and fees is available upon request. CWP’s comments are an expression of opinion. While CWP believes these statements to be true, they always depend on the reliability of CWP s credible sources. Past performance is no guarantee of future returns.
Investing in options involves risk that must be considered and reviewed with a professional prior to investing. Before engaging in the purchase or sale of exchange-traded options, investors should understand the nature and extent of their rights and obligations and be aware of the risks involved, including the risks pertaining to the business and financial condition of the issuer of the underlying stock. Listed options are not suitable for all investors. Prior to buying or selling options, a person must be provided with and review a copy of CHARACTERISTICS AND RISKS OF STANDARDIZED OPTIONS. A copy of this document may be obtained from Capital Wealth Planning, LLC, 1016 Collier Center Way, Suite 200, Naples, FL 34110.
Illustrations used herein are hypothetical (including any illustration of potential portfolio cash flow from a covered call option writing program). Covered call option cash flow for any portfolio will vary depending on actual portfolio positions, option premiums received, individual stock price volatility, and general stock market volatility. Positions covered by call options may be called away, creating realized capital gains or losses. Cash flow is not guaranteed over any period. The results achieved by individual clients will vary and will depend on a number of factors including the particular underlying investments and their dividend yield, option market liquidity, interest rate levels, implied volatilities, and the client’s expressed return and risk parameters at the time the service is initiated and during the term.
Morningstar 5-year rating out of 32 option writing SMAs as of September 30, 2019. © 2019 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.