Capital Wealth Planning, LLC

CapitalWealthPlanning.com

Capital Wealth Planning is a fee based, fiduciary, SEC Registered Investment Advisory Firm. CWP offers actively managed, tactical, SMA covered call strategies that focus on delivering income and competitive risk-adjusted returns. CWP provides financial planning and investment management services through separately managed accounts to high net worth individual retirement accounts, endowments, non-profit organizations, pensions, profit sharing plans, trusts, estates and corporations. CWP’s strategic focus is concentrated on providing customized investment products and services for both institutional and private clients.

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STOCKS - WALL STREET EXTENDS LOSSES; CDC WARNS VIRUS SPREAD 'MIGHT BE BAD'

Wall Street | February 25, 2020

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The S&P erased early-day gains Tuesday, resuming the selloff from a day earlier as some on Wall Street cautioned against buying the dips amid a warning from health authorities about the spread of the coronavirus. The S&P 500 slumped 1.59%, Nasdaq Composite lost 1.21% and the Dow Jones Industrial Average fell 1.60%. "I would continue to resist, as hard as it is, to simply buy the dip," said Mohamed El-Erian, Allianz (DE:ALVG) chief economic advisor, as new outbreaks in Asia, Eur...

Read More

Investment Management, Wealth Management

FIRST FIDELITY BANK LAUNCHES DIGITAL WEALTH MANAGEMENT SERVICES WITH UNIFIMONEY - ENABLING CUSTOMERS TO BANK AND INVEST

Fidelity Bank | December 09, 2022

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First Fidelity Bank (FFB) a $2.6 billion-asset community bank headquartered in Oklahoma City today announced the launch of a comprehensive digital wealth management solution with Unifimoney, a multi asset digital investing platform. Unifimoney’s platform is a turnkey digital wealth management solution incorporating Robo-advisory and commission free trading of thousands of stocks and ETF’s, digital assets and precious metals. FFB customers will be able to...

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NYSE PRESIDENT SAYS NO PLAN TO CLOSE TRADING FLOOR NOW

NYSE | March 12, 2020

news image

The New York Stock Exchange does not currently plan to close its trading floor and the markets are functioning as expected, even as concerns over the coronavirus cause sharp spikes in volatility, NYSE President Stacey Cunningham said on Thursday. “If there is an outbreak, we can clean the floor pretty quickly and reopen as well,” she told CNBC in an interview. “We are not planning to close the floor at this time,” she said of the NYSE, which is owned by Intercontinental E...

Read More

Financial Management, Fintech

STRONGPOINT PARTNERS ANNOUNCES PLATFORM LAUNCH AND LEADERSHIP APPOINTMENTS

Strongpoint Partners and Shore Capital Partners | October 20, 2022

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Strongpoint Partners, a tech-enabled financial services platform focused on third-party administration of retirement plans, recordkeeping, payroll, and HR solutions for SMBs, today announced the Company’s launch. Backed by Shore Capital Partners, a Chicago-based private equity firm focused on microcap investing, Strongpoint combines an integrated software platform for outsourced retirement services alongside a relentless passion for service and innovation. Together, Strongpo...

Read More
news image

STOCKS - WALL STREET EXTENDS LOSSES; CDC WARNS VIRUS SPREAD 'MIGHT BE BAD'

Wall Street | February 25, 2020

The S&P erased early-day gains Tuesday, resuming the selloff from a day earlier as some on Wall Street cautioned against buying the dips amid a warning from health authorities about the spread of the coronavirus. The S&P 500 slumped 1.59%, Nasdaq Composite lost 1.21% and the Dow Jones Industrial Average fell 1.60%. "I would continue to resist, as hard as it is, to simply buy the dip," said Mohamed El-Erian, Allianz (DE:ALVG) chief economic advisor, as new outbreaks in Asia, Eur...

Read More
news image

Investment Management, Wealth Management

FIRST FIDELITY BANK LAUNCHES DIGITAL WEALTH MANAGEMENT SERVICES WITH UNIFIMONEY - ENABLING CUSTOMERS TO BANK AND INVEST

Fidelity Bank | December 09, 2022

First Fidelity Bank (FFB) a $2.6 billion-asset community bank headquartered in Oklahoma City today announced the launch of a comprehensive digital wealth management solution with Unifimoney, a multi asset digital investing platform. Unifimoney’s platform is a turnkey digital wealth management solution incorporating Robo-advisory and commission free trading of thousands of stocks and ETF’s, digital assets and precious metals. FFB customers will be able to...

Read More
news image

NYSE PRESIDENT SAYS NO PLAN TO CLOSE TRADING FLOOR NOW

NYSE | March 12, 2020

The New York Stock Exchange does not currently plan to close its trading floor and the markets are functioning as expected, even as concerns over the coronavirus cause sharp spikes in volatility, NYSE President Stacey Cunningham said on Thursday. “If there is an outbreak, we can clean the floor pretty quickly and reopen as well,” she told CNBC in an interview. “We are not planning to close the floor at this time,” she said of the NYSE, which is owned by Intercontinental E...

Read More
news image

Financial Management, Fintech

STRONGPOINT PARTNERS ANNOUNCES PLATFORM LAUNCH AND LEADERSHIP APPOINTMENTS

Strongpoint Partners and Shore Capital Partners | October 20, 2022

Strongpoint Partners, a tech-enabled financial services platform focused on third-party administration of retirement plans, recordkeeping, payroll, and HR solutions for SMBs, today announced the Company’s launch. Backed by Shore Capital Partners, a Chicago-based private equity firm focused on microcap investing, Strongpoint combines an integrated software platform for outsourced retirement services alongside a relentless passion for service and innovation. Together, Strongpo...

Read More

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C-Suite On Deck

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Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us