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Maintaining Positive Returns in 2020
Released on Friday, February 7, 2020•STRATEGIES
As the markets change, the ability to adapt is crucial. Kevin Simpson discusses his market outlook 2020 along with his tips for maintaining positive returns while navigating an ever-changing landscape.
Kevin Simpson
Capital Wealth Planning,
Founder & Chief Investment Officer
Kevin Simpson has been the CIO of Capital Wealth Planning, LLC since establishing the firm in 2005. He has been investing in options since he began his career at W.H. Newbold's Son & Co. in 1992. After his time at W.H. Newbold's Son & Co, Mr. Simpson spent seven years with Wheat First Butcher Singer (Subsequently Wells Fargo) where he helped institutions and high-net-worth individuals plan and achieve their financial goals through option-centered strategies. Following his time at Wheat First Butcher Singer, he spent several years at Sterling Financial before establishing Capital Wealth Planning. Over the years, Mr. Simpson has developed a strategy that aligns CWP as an institutional management firm offering separately managed ETF and equity portfolios that are complemented with a yield enhancing covered call strategy.
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