Capital Wealth Planning

Capital Wealth Planning, LLC (CWP) is an SEC registered fee-only investment advisory firm based in Naples, Florida. Building and managing proprietary income-oriented portfolios since 2005, the company has approximately $1.5 billion of assets under management. The firm’s methodologies are designed to enhance risk-adjusted returns and offer portfolio protection while delivering monthly cash flow. 5-Star Morningstar rated five years in a row and also ranked #1 by Morningstar in the Option Writing Category. Ranked by Financial Advisor Magazine in 2018 as one of the top 50 fastest growing SEC registered investment advisors in the country, CWP leads the implementation of covered call strategies with their Enhanced Dividend Income Portfolio, ESG Enhanced Dividend Income Portfolio, ETF Covered Call Portfolio, and Covered Call Overlay Service. Additional information is available at www.capitalwealthplanning.com.

Capital Wealth Planning On-demand Presentations

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Becoming a More Efficient Trader (Via Video Conference)
03/11/2020
As the Portfolio Associate Trader for Capital Wealth Planning (CWP), Ryland Matthews will tell you t...
Duration: 23:40
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Feel the Fear and Do It Anyway
03/09/2020
Jeffrey Saut will recap what the markets saw in 2019 and how q1 performed as we approach the end of ...
Duration: 13:11
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Call Options for Additional Income
02/13/2020
Kevin Simpson has been the portfolio manager of Capital Wealth Planning, LLC since establishing the ...
Duration: 47:35
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Maintaining Positive Returns in 2020
02/12/2020
As the markets change, the ability to adapt is crucial. Kevin Simpson discusses his market outlook 2...
Duration: 10:43
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Equities vs. Gold: Which Will Outperform in the Year Ahead
02/11/2020
Gold has surged to all-time highs in 2019 after a five-year consolidation, and there are signs it is...
Duration: 29:28
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The Federal Reserve and Your Portfolio
02/11/2020
We all know that the Federal Reserve's and global central banks' monetary policy strongly influence ...
Duration: 20:48

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