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25 mentions found


☆ Capital Wealth's Simpson: Don't see Fed cutting rates until 2025
  + stars: | 2023-11-09 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCapital Wealth's Simpson: Don't see Fed cutting rates until 2025Kevin Simpson, Capital Wealth Planning founder and CIO, joins 'Closing Bell' to discuss Simpson's expectations for the Federal Reserve's actions in 2024, how to manage a portfolio given his thoughts on the Fed and much more.
Persons: Wealth's Simpson, Kevin Simpson Organizations: Wealth Planning
☆ S&P 500 futures slip Thursday night after higher bond yields spur sell-off: Live updates
  + stars: | 2023-11-09 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
S&P 500 futures ticked lower Thursday night after the broad-market index ended an eight-day run of gains. S&P 500 futures slipped by 0.1%, while Nasdaq 100 futures slid 0.2%. "The Fed's not cutting rates … We've got to prepare for a market that's going to have higher rates until the beginning of 2025," Simpson said. As the week winds down, the S&P 500 and the Dow are poised for modest losses of 0.3% and 0.5%, respectively. Wall Street will also be listening closely toward several remarks from central bank officials, which include San Francisco Fed President Mary Daly, Atlanta Fed President Raphael Bostic and Dallas Fed President Lorie Logan.
Persons: —, Dow, Stocks, Jerome Powell, Kevin Simpson, he's, We've, Simpson, Mary Daly, Raphael Bostic, Lorie Logan Organizations: New York Stock Exchange, Nasdaq, Dow Jones, Wynn Resorts, Federal, International Monetary Fund, Treasury, Wealth Planning, San Francisco Fed, Atlanta Fed, Dallas Fed Locations: Boston, San
☆ I'm not scared by the numbers I'm seeing for Caterpillar, says Capital Wealth's Kevin Simpson
  + stars: | 2023-10-31 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI'm not scared by the numbers I'm seeing for Caterpillar, says Capital Wealth's Kevin SimpsonKevin Simpson, Capital Wealth Planning founder and CIO, joins 'Halftime Report' to discuss Caterpillar's stock performance, its outlook heading into 2024, and more.
Persons: Kevin Simpson Kevin Simpson Organizations: Caterpillar, Wealth Planning
☆ Caterpillar stock falls after lighter Q4 revenue outlook. What the pros say to do next
  + stars: | 2023-10-31 | by ( Christina Falso | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCaterpillar stock falls after lighter Q4 revenue outlook. What the pros say to do nextJim Cramer, Kevin Simpson of Capital Wealth Planning and Stephanie Link of Hightower Advisors discussed Caterpillar after the company reported third-quarter results that beat expectations but forecasted 'slightly higher' revenue for the fourth quarter.
Persons: Jim Cramer, Kevin Simpson, Stephanie Link, Hightower Organizations: Caterpillar, Capital Wealth, Hightower Advisors
☆ How Bank of America trains young grads to work with its richest clients
  + stars: | 2023-10-26 | by ( Hayley Cuccinello | ) www.businessinsider.com   time to read: +6 min
The private bank division, which has $573 billion in client assets, hired 47 analysts this past summer, up 75% from last year. "That's been feedback from years past," said Miller, who oversees talent development for the private bank. Analysts start client-facing work after five weeks of trainingPrivate bank trainees start with a five-week orientation. The last three weeks focus on the operations of the private bank, and executive leaders come in to meet the analysts. For the first rotation, analysts shadow top private bank advisors.
Persons: isn't, Bank of America's Jennifer Loughlin Miller, Miller, John F, headcount, It's Organizations: of America, Bank of America, Bank of America's, Kennedy Presidential Library, Bank of Locations: New York City, Boston
☆ Futures traders need to neutralize positions when they are going bad, says Virtus' Joe Terranova
  + stars: | 2023-10-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFutures traders need to neutralize positions when they are going bad, says Virtus' Joe TerranovaShannon Saccocia, Josh Brown, Steve Weiss, Joe Terranova and Capital Wealth Planning CIO Kevin Simpson join 'Halftime Report' to discuss investment committee rising rates slowing housing market transactions, the strength of retail sales and employment, and more.
Persons: Virtus, Joe Terranova Shannon Saccocia, Josh Brown, Steve Weiss, Joe Terranova, Kevin Simpson Organizations: Wealth
☆ Simpson: The markets' resiliency is primarily due to expectations of rate cuts in the near-term
  + stars: | 2023-10-19 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSimpson: The markets' resiliency is primarily due to expectations of rate cuts in the near-termKevin Simpson, Founder and CIO of Capital Wealth Planning, discusses the trading day ahead and the moves he's making to his portfolio.
Persons: Kevin Simpson Organizations: Capital Wealth Planning
☆ Here's why Capital Wealth's Kevin Simpson trimmed his Lockheed Martin's position
  + stars: | 2023-10-11 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why Capital Wealth's Kevin Simpson trimmed his Lockheed Martin's positionKevin Simpson, Capital Wealth Planning founder and CIO, joins 'Closing Bell' to discuss the demand for high dividend stocks, the underperformance of General Mills, and more.
Persons: Kevin Simpson, Mills Organizations: Lockheed, Wealth Planning
☆ We're not at the precipice of a cliff despite September slump, says Capital Wealth’s Kevin Simpson
  + stars: | 2023-09-26 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're not at the precipice of a cliff despite September slump, says Capital Wealth’s Kevin SimpsonKevin Simpson, Capital Wealth Planning founder and CIO, joins ‘Closing Bell’ to discuss investment opportunities amid declines in the market’s major averages this month.
Persons: Kevin Simpson Kevin Simpson, Bell Organizations: Wealth Planning
☆ Simpson: Markets will continue to stall for the foreseeable future
  + stars: | 2023-09-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSimpson: Markets will continue to stall for the foreseeable futureKevin Simpson, Founder and CIO of Capital Wealth Planning, discusses inflation, the Fed, and the trading day ahead.
Persons: Kevin Simpson Organizations: Simpson, Markets, Capital Wealth Planning
☆ The market is prematurely pricing in rate cuts, says Capital Wealth Planning's Kevin Simpson
  + stars: | 2023-09-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market is prematurely pricing in rate cuts, says Capital Wealth Planning's Kevin SimpsonKevin Simpson, Joe Terranova, and Jim Lebenthal join 'Halftime Report' to discuss the market response to this week's economic data, the performance of major averages in September, and the start of a UAW automotive workers strike.
Persons: Kevin Simpson Kevin Simpson, Joe Terranova, Jim Lebenthal
☆ The bear case doesn't have legs to stand on, says Capital Wealth Planning's Kevin Simpson
  + stars: | 2023-08-29 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe bear case doesn't have legs to stand on, says Capital Wealth Planning's Kevin SimpsonKevin Simpson, Capital Wealth Planning founder and CIO, joins 'Closing Bell' to give his 5-star playbook heading into what is expected to be a tumultuous September.
Persons: Kevin Simpson Kevin Simpson Organizations: Wealth Planning
☆ Thermo Fisher Scientific and more: CNBC's 'Halftime Report' traders answer your questions
  + stars: | 2023-08-17 | by ( Joshua Natoli | ) www.cnbc.com   time to read: 1 min
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks to buy, hold or sell right now. Jenny Harrington of Gilman Hill Asset Management discussed why she sees Thermo Fisher Scientific as a stock worth holding for the long term. Capital Wealth Planning's Kevin Simpson shared his thesis on investing in Lockheed Martin and why now is a good entry point to buy shares.
Persons: Jenny Harrington, Kevin Simpson, Lockheed Martin Organizations: CNBC Pro, Management, Lockheed
☆ Watch CNBC's investment committee discuss Apple's downtrend
  + stars: | 2023-08-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss Apple's downtrendJosh Brown, Jenny Harrington, and Capital Wealth Planning CIO Kevin Simpson, join 'Halftime Report' to discuss the market impact of Apple's downward trend, searching for stability in equities outside of the magnificent 7, and the importance of hedging with portfolio diversification.
Persons: Josh Brown, Jenny Harrington, Kevin Simpson Organizations: Watch, Capital Wealth
☆ Big tech gains are needed for the market to move higher: Capital Wealth Planning's Kevin Simpson
  + stars: | 2023-08-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBig tech gains are needed for the market to move higher: Capital Wealth Planning's Kevin SimpsonJosh Brown, Jenny Harrington and Kevin Simpson join 'Halftime Report' to discuss the market impact of Apple's downward trend, searching for stability in equities outside of the Magnificent 7, and the importance of hedging with portfolio diversification.
Persons: Kevin Simpson Josh Brown, Jenny Harrington, Kevin Simpson
☆ SLB is a buying opportunity despite energy market lags, says Capital Wealth Planning's Kevin Simpson
  + stars: | 2023-08-11 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSLB is a buying opportunity despite energy market lags, says Capital Wealth Planning's Kevin SimpsonCapital Wealth Planning's Kevin Simpson joins 'Closing Bell' to discuss opportunity in energy stocks with cash-flow, buybacks and dividends and investing in copper for the EV revolution.
Persons: Kevin Simpson
☆ Winner of record $1.6 billion-plus Mega Millions jackpot should watch out for these pitfalls, experts warn
  + stars: | 2023-08-09 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +2 min
The Mega Millions jackpot grew to more than $1.6 billion on Aug. 9, 2023. Justin Sullivan | Getty ImagesThere's finally a winner for the massive Mega Millions jackpot — but the lucky ticketholder may face unexpected pitfalls, experts say. A single ticket sold in Florida matched all six numbers Tuesday night, marking the game's largest prize in history, according to Mega Millions. While Florida doesn't tax lottery winnings, there's an upfront 24% federal tax withholding that goes to the IRS. 'The curse of the lottery is real'In addition to taxes, the Mega Millions winner will likely encounter other obstacles, experts say.
Persons: Justin Sullivan, there's, they'll, Andrew Stoltmann, Let's, Stoltmann, Warren Racusin, Lowenstein Sandler, Sam Organizations: Mega, Stoltmann Law, Republicans Locations: Florida, Chicago
☆ There will be a rebound in copper, says Capital Wealth's Simpson
  + stars: | 2023-07-28 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere will be a rebound in copper, says Capital Wealth's SimpsonKevin Simpson, Capital Wealth Planning founder, joins 'Closing Bell' to discuss Simpson's portfolio positioning, Simpson's caution towards equity markets, and what Simpson believes investors will continue to see from equities.
Persons: Wealth's Simpson Kevin Simpson, Simpson Organizations: Wealth Planning
☆ Biogen shares fall after Alzheimer's drug approval. Here's what the pros are saying
  + stars: | 2023-07-07 | by ( Joshua Natoli | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBiogen shares fall after Alzheimer's drug approval. Here's what the pros are sayingMichael Yee of Jefferies, Chris Raymond of Piper Sandler, Kevin Simpson of Capital Wealth Planning, Steve Weiss of Short Hills Capital and Jim Lebenthal of Cerity Partners discussed Biogen after the FDA approved its Alzheimer's drug.
Persons: Michael Yee, Jefferies, Chris Raymond, Piper Sandler, Kevin Simpson, Steve Weiss, Jim Lebenthal Organizations: Capital Wealth, Short Hills Capital, Cerity Partners, FDA
☆ Capital Wealth's Kevin Simpson is 'ringing the register on tech', trims Apple and Microsoft
  + stars: | 2023-06-20 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCapital Wealth's Kevin Simpson is 'ringing the register on tech', trims Apple and MicrosoftKevin Simpson, Capital Wealth Planning, joins 'Closing Bell' to discuss his five-star strategy on the tech rally.
Persons: Kevin Simpson, Microsoft Kevin Simpson Organizations: Apple, Microsoft, Wealth
☆ DBS discusses the launch of its multi-family platform
  + stars: | 2023-06-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDBS discusses the launch of its multi-family platformLee Woon Shiu, DBS Bank's group head of wealth planning, says "the family office proposition is … the most important game changer to come out of Singapore in the last five years in the wealth management space."
Persons: Lee Woon Shiu Organizations: DBS Locations: Singapore
☆ Singapore bank DBS deepens focus on booming family office business
  + stars: | 2023-06-12 | by ( ) www.reuters.com   time to read: +1 min
SINGAPORE, June 12 (Reuters) - Singapore lender DBS Group (DBSM.SI) is stepping up its focus on the business of family offices, where its assets have surged in the last two years. Southeast Asia's largest bank by assets is introducing a new investment platform tailored towards the needs of family offices, which are one-stop firms that manage the portfolios of the wealthy. DBS said in a statement it is currently in talks with more than 20 clients and prospective clients across Asia to provide the new investment solution. "It is also an attractive option for some families who are not looking to immediately relocate to Singapore, but would like to consolidate their assets here," said Lee Woon Shiu, DBS' Group Head of Wealth Planning, Family Office and Insurance Solutions. DBS provides banking services to more than one-third of the 700 single family offices established in Singapore, and its family office assets under management (AUM) has more than doubled in the last two years, it added.
Persons: Lee Woon Shiu, Yantoultra Ngui, Muralikumar Organizations: DBS, Wealth, Family, Insurance Solutions, Thomson Locations: SINGAPORE, Singapore, Asia's, Asia
☆ We still love Microsoft, says Capital Wealth's Kevin Simpson
  + stars: | 2023-05-30 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe still love Microsoft, says Capital Wealth's Kevin SimpsonKevin Simpson, Capital Wealth Planning founder, joins 'Closing Bell' to discuss how to play the tech rally.
Persons: Kevin Simpson Kevin Simpson Organizations: Microsoft, Wealth Planning
☆ Bank of America's Merrill names new leaders to head divisions
  + stars: | 2023-05-19 | by ( ) www.reuters.com   time to read: +1 min
May 19 (Reuters) - Bank of America Corp's (BAC.N) investment and wealth management arm Merrill named insider Greg McGauley as the head of private wealth management, international and institutional, Merrill said on Friday. Merrill offers investment management services to its clients including, wealth planning, insurance, retirement and savings planning. McGauley joined Merrill in 1994 and has held several senior roles at the company, including leading private wealth services. Lydia DiClemente was also named as the head of Merrill Banking Enablement and Merrill Financial Solution Advisors. DiClemente, who has more than 20 years of experience in the wealth management industry, will also work in partnership with April Schneider, the head of wealth management banking and lending.
☆ This dividend-paying fund may help protect investors during wild market swings
  + stars: | 2023-05-06 | by ( Sean Conlon | ) www.cnbc.com   time to read: +1 min
This dividend-paying ETF may help protect investors during wild market swings. "We want strong, powerful dividend growth," the firm's chief investment officer Kevin Simpson told "ETF Edge" on Monday. "We tactically sprinkle in some short-term, out of the money covered calls." When asked about whether selling covered calls forfeits upside reward potential, Simpson claims there's a balance at play. "Covered calls work best when you need them ... [the] most."
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