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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: ‘Halftime’ Committee Stocks on the Move: UnitedHealth, Merck, Royal Caribbean and Spotify
July 29, 2025
Kevin Simpson on CNBC's Halftime Report
Kevin Simpson, CEO and Founder of Capital Wealth Planning, joins CNBC’s ‘Halftime Report’ to
discuss their stocks on the move.
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Watch: The ‘Halftime’ Investment Committee debate navigating the high beta trade
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Watch: Simpson – Big week ahead with key data on growth, inflation, jobs, and the Fed meeting
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