Jeffrey Saut is chief investment strategist for Capital Wealth Planning. Mr. Saut made a name for himself in the industry grounded in his decades of experience and insightful perspective. Prior to affiliating with CWP, Mr. Saut was Raymond James' chief investment strategist and a managing director of the firm's Equity Research department.
Kevin Simpson and Jeff Saut will be discussing investing in the best of breed while generating income in this low interest rate environment and getting paid while you wait for markets to return.
Kevin Simpson's investment advisory firm, Capital Wealth Planning (CWP), is at the forefront of covered call strategy implementation. CWP's proprietary covered call portfolios, the Enhanced Dividend Income Portfolio (EDIP) and the Hedged ETF Covered Call Portfolio, are their flagship strategies. In November 2019, CWP's EDIP separately managed account (SMA) was ranked #1 in the Morningstar™ option writing category out of 32 option writing SMA managers based on a five-year time period. Mr. Simpson says the secret is their tactical option writing style. CWP monitors each portfolio's underlying holdings to identify opportunities to sell options and capture potential upside. In addition, CWP invests in high-quality blue-chip stocks to minimize potential risk.
Jeffrey Saut, market strategist and advisory board member for Capital Wealth Planning, will cover the current state of the market and share his thoughts on sector performance. Then, he will discuss what the economic, fundamental, and technical trends are telling us about where we are in the cycle and how investors should be positioned.
Jeffrey Saut will recap what the markets saw in 2019 and how q1 performed as we approach the end of quarter. He will explain why the secular bull market will continue for a number of years. Lastly, Jeffrey will provide his take on the socioeconomic and political factors that will affect the market this year.