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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 ‘Halftime Committee’ debates whether stocks are on a collision course with the Fed
August 15, 2025
Kevin Simpson on CNBC Halftime Report
CEO and Founder, Kevin Simpson, joined CNBC’s Halftime Report with the Investment Committee to debate the market and Fed showdown.
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Watch: Final Trades – Freeport-McMoran, American Express, the IYF and the VXX
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Watch: Trade Tracker – Kevin Simpson buys more Meta and sells Apple covered calls
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