Weekly Fixed Income Commentary – December 5
December 5, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
December 2024
November 2024
Weekly Fixed Income Commentary – November 27
November 27, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Weekly Fixed Income Commentary – November 21
November 21, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Portfolio Manager Barry Martin, CFA Joins Animal Spirits Podcast
Portfolio Manager Barry Martin, CFA recently joined the Animal Spirits podcast to discuss the rise in options strategies, his methodology, and much more.
Weekly Fixed Income Commentary – November 14
November 14, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
October 2024
EQTIX Receives 5-Star Rating and Gold Medalist Fund Recognition from Morningstar
The Shelton Equity Income Fund (EQTIX) was recently awarded both a Morningstar Gold Medalist designation and an Overall Morningstar Rating of 5 stars.
Weekly Fixed Income Commentary – October 24
October 24, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
September 2024
Weekly Fixed Income Commentary – September 12
September 12, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Derek Izuel, CFA Joins Schwab TV Network (September 5, 2024)
Derek Izuel, CFA points to two things that could shake U.S. markets: a weakening U.S. Dollar, and investors turning to international stock markets.
August 2024
Business Needs to Wake Up to the Reality of GHG Emissions Reporting
The U.S. Securities & Exchange Commission (SEC) published its final rule on climate-related disclosure by publicly-traded companies in March of this year.
