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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: Final Trades – Taiwan Semi, TJX Companies, Wynn Resorts and the XRT
August 13, 2025
Kevin Simpson on CNBC's Halftime Report
The Investment Committee give you their top stocks to watch for the second half.
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Watch: Calls of the Day – Eli Lilly, E.L.F. Beauty and CRH PLC
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Watch: Three picks from investor Kevin Simpson to capitalize on this market melt-up
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