Last week, we bought more #TJX. CEO and Founder, Kevin Simpson, had the opportunity to discuss with Scott Wapner on CNBC's Halftime Report. ➡ Link: https://lnkd.in/eDG2F2Je Capital Wealth Planning, LLC Amplify ETFs #dividendinvesting #coveredcalls
Capital Wealth Planning, LLC
Investment Management
Naples, Florida 1,071 followers
CWP is a fee-based, SEC Registered Investment Advisory firm, specializing in proprietary equity strategies.
About us
Capital Wealth Planning is a fee based, fiduciary, SEC Registered Investment Advisory Firm. SEC Registration does not imply a certain level of skill or training. CWP offers actively managed, tactical, SMA covered call strategies that focus on delivering income and competitive risk-adjusted returns. CWP provides financial planning and investment management services through separately managed accounts to high net worth individual retirement accounts, endowments, non-profit organizations, pensions, profit sharing plans, trusts, estates and corporations. CWP’s strategic focus is concentrated on providing customized investment products and services for both institutional and private clients. Capital Wealth Planning, LLC LinkedIn Page Terms of Use The content on the page is provided for informational purposes only and is not meant to provide any specific financial, investment or other advice, and should not be relied upon that regard. Nothing on the Page constitutes an offer to sell or solicitation or offer to buy securities or other financial instruments. Capital Wealth Planning, LLC will not be responsible or liable for LinkedIn, Inc., the LinkedIn website of content of the Page (including any links on the Page) in any way, including being liable for any losses, or direct or indirect damages arising from any errors or omissions in any such content, links or any action or decision made by you or anyone else in reliance on any such content, the LinkedIn website or your use of the Page. Links on our page do not constitute an endorsement of the site being linked to or its content, we do not control, and are not responsible for, any website linked from or to the page, the content of those websites, and the privacy practices of those websites, the third parties named on such websites, or their products and services.
- Website
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http://www.capitalwealthplanning.com
External link for Capital Wealth Planning, LLC
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Naples, Florida
- Type
- Privately Held
- Founded
- 2005
- Specialties
- Growth and Income Investing, Dividend Investing, Retirement Planning, and Covered Call Strategist
Locations
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Primary
9015 Strada Stell Ct.
Suite 203
Naples, Florida 34109, US
Employees at Capital Wealth Planning, LLC
Updates
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Last Friday, Founder & CEO Kevin Simpson outlined our latest trade of #CSCO with Scott Wapner on CNBC's Halftime Report. ➡ Link: https://lnkd.in/ei-4psDf #HalftimeReport #dividendinvesting #coveredcalls
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Capital Wealth Planning, LLC reposted this
The #DOW Jones Industrial Average hit 40,000 again!
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Kevin Simpson, founder and CEO, had the opportunity to discuss his thoughts on the market's next move, last Friday on CNBC's Closing Bell with Scott Wapner. ➡ Link: https://lnkd.in/eUWH_whf #CNBCClosingBell #coveredcalls #dividendinvesting
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Rather than asking When the Fed will cut rates, we should be asking, Why? Last week, Founder and CEO, Kevin Simpson had the opportunity to discuss our playbook with Scott Wapner on CNBC's Closing Bell. ➡ Link: https://lnkd.in/e7i5KzJ7 Capital Wealth Planning, LLC #coveredcalls #dividendinvesting #ClosingBell
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Capital Wealth Planning, LLC reposted this
$IDVO: Access a professionally managed dividend and option income international investment strategy through the efficiency of an ETF. https://hubs.li/Q02Cf3DM0 Kevin Simpson, Capital Wealth Planning, LLC, Timothy Seymour #coveredcalls #dividends #etfs #international
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Last Friday, CEO Kevin Simpson had the opportunity to review our covered calls trade in #AAPL on CNBC's Halftime Report with Scott Wapner. ➡ Link: https://lnkd.in/e8btPkMu Amplify ETFs #coveredcalls #dividendinvesting #HalftimeReport
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Capital Wealth Planning, LLC reposted this
Have plans for June 25th at noon? Not yet? Well, consider this your official invite to join Brian Bouchard BouchTheTitleGuy and myself as we host the 2024 2nd Half Market Outlook event at Pj Whelihan's in Medford Lakes. We're VERY excited to announce special guest speakers, Capital Wealth Planning, LLC CEO and CNBC contributor Kevin Simpson and Chief Market Strategist of Merion Capital Group, Richard Farr. 📍 PJ's Medford Lakes 📆 June 25th, 2024 ⏰ 12 PM Listen to some of the brightest minds on what to expect in the next 6 months, plus enjoy community and networking with like-minded business professionals. We can't wait to see you there. Surety Title Company Garden State Home Loans Incorporated
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Kevin Simpson, Founder and CEO, had the opportunity to discuss adding to our #VZ allocation last week on CNBC's Halftime Report with Scott Wapner. ➡️Link: https://lnkd.in/eRYwrVTn #dividendinvesting #coveredcalls #HalftimeReport
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Capital Wealth Planning, LLC reposted this
Navigating allocation decisions in the face of rising inflation requires more careful stock selection than the current set of passive investment-based alternatives can deliver. In this feature in our PSN mid-year outlook, we hear from leaders in the SMA space who share firm insights on navigating inflation with SMAs, including Martin Investment Management, LLC, PIMCO, STP Investment Services, Capital Wealth Planning, LLC, Aapryl LLC, Zevenbergen Capital Investments LLC (ZCI), Horizon Investment Services, FocusPoint Solutions, Tannin Capital, LLC, Level Four Capital Management, Palouse Capital Management, Data-Centrix, Aurora Investment Counsel and Sawgrass Asset Management, LLC! Read the full piece here: http://spr.ly/60485poby #Zephyr #PSN #allocation #SMA #inflation