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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 – Visa, Blackstone, Eli Lilly and Invitation Homes
May 12, 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: Kevin Simpson buys more Tesla, Microsoft & Robinhood and gets stopped out of Adobe
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Watch: Tesla is more of a trade for us than a position, says Capital Wealth’s Kevin Simpson
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