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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: Three picks from investor Kevin Simpson to capitalize on this market melt-up
August 14, 2025
Kevin Simpson on CNBC Pro
CEO and Founder, Kevin Simpson, joined CNBC Pro to discuss what we’re investing in during this recent market rally.
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Watch: Final Trades – Taiwan Semi, TJX Companies, Wynn Resorts and the XRT
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Watch: Final Trades – Freeport-McMoran, American Express, the IYF and the VXX
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