This is the 2nd year that CWP is participating and we could not be happier....
Jim Blakeslee - Director of National Accounts had the opportunity to discuss the current state of the market...
Are you offering the best options for your clients? Often times, financial advisors have chosen investment products primarily for the compensation
CWP strives to be an industry leader in customer service and support. Our portfolio managers are happy to assis
Morningstar’s rating for separate accounts offers a clear, quantitative assessment based on past performance that includes both return and risk
The Advanced Wealth Management Symposium is for experienced advisors with practices that currently manage multiple $5 million-plus households looking to grow this segment.
The new President-elect Donald Trump’s emphasis on “America First” with plans to cut corporate taxes, reduce business
64% of responding financial advisors plan to increase use of SMAs over the next two years.
We are excited to be part of the investment line up that is available exclusivley to Raymond James Advisors
Today Chief Investment Officer and Founder Kevin Simpson took the stage to present to a fine group of Raymond James Advisors
This morning marks the beginning of the Advanced Wealth Management Symposium hosted by Raymond James. Kevin Simpson of Capital Wealth Planning will be guest spreaking.
Please attend our Presentation on Enhancing Income with Dividends & Covered Calls at these upcoming Raymond James Meetings.
Transparency builds trust. The most effective marketing can be simply telling the truth instead of some crafty messaging engineered to sell anything to consumers, even if it is not actually beneficial or necessary for them.
It was great to see such a great turnout this year for the 2nd Annual Grouper Slam 2016. There were 30 boats that competed this year.
While it will take several months and possibly years to know the full long-term impact of this decision on Britain, the EU and also the U.S., the current impact on the U.S. is not expected to change much. The U.S. remains in a stable environment of low growth and low interest rates.
Financial Advisors can help their investors recieve value by utilizing an actively traded strategy with covered calls in a WRAP account
Each year the Naples Daily News holds the SWFL Choice Awards. We are competing for "Best Wealth Manager" this year and would greatly appreciate your vote!
Being successful as a Financial Advisor requires both preparation and effective messaging
Adding more than 20 stocks does not dramatically improve your portfolios diversification