Are you ready to make steady gains instead of foolishly chasing the market?
In Walk Toward Wealth, veteran money manager Kevin Simpson shares portfolio hedging strategies typically accessible only to professional money managers and wealthy financiers—including one of the best-kept secrets to creating sustainable income. Simpson uses easy-to-understand language and real-world examples to explore—in depth—his time-tested, proven strategies for driving investment returns.
In Walk Toward Wealth, readers will learn:
The essentials of covered calls and dividends
How to research stocks, bonds, ETFs, and mutual funds
The importance of building an investment portfolio that aligns with your risk profile
The difference between investing and speculating
How to prepare for inflation changes, higher interest rates, and increases in taxes
How to create a buffer against periods of market volatility
How to select a capable investment advisor
Along the way, Simpson provides clear definitions of investment terminology and uses colorful charts to put the numbers in perspective. Becoming financially independent isn’t limited by inheritance or luck. This book is for anyone eager to learn the most effective ways to grow their investment portfolios and Walk Toward Wealth.
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About the Author
Kevin Simpson is Founder and Chief Investment Officer of Capi- tal Wealth Planning (CWP). Based in Naples, Florida, CWP is an SEC-registered fee-only investment advisory firm. The company has approximately $5 billion of assets under management, and has been building and managing equity income-oriented portfolios since 2005.
Originally from Philadelphia, Kevin has been investing in options since beginning his career at W.H. Newbold’s Sons & Co. in 1992. He worked for seven years at Wheat First Butcher Singer (later Wells Fargo) where he helped institutions and high-net-worth individuals plan and achieve their financial goals through option-centered strategies. He also worked at Sterling Financial for several years before opening CWP.
Kevin practices the strategies outlined in this book, applying institutional investment management to diversified equity and option portfolios. His methodologies are designed to enhance risk-adjusted returns and offer portfolio protection while delivering monthly cash flow. 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, and was recognized by Financial Advisor Magazine in 2018, 2019 and 2021 as one of the top 50 fastest-growing SEC-registered investment advisors in the country. To learn more, visit www.capitalwealthplanning.com.
A frequent contributor on Yahoo Finance, Fox Business, and CNBC, Kevin also hosts a podcast where he interviews the financial industry’s top investment professionals to provide expert insight and analysis for a deeper understanding of today’s markets. He graduated from George Washington University, where he majored in finance. Kevin lives in Naples, Florida, with his wife JoAnna. They have one son, Jack, and Dallas the dog.