Should Investors Consider Options-Based Strategies to Help Manage Portfolio Risk?
Learn how reallocation towards smart options-based strategies can be beneficial, especially in a volatile market.
June 2025
May 2025
The Lack of Nasdaq-100© Products in 401(k) Plan Offerings and Why It Matters
Despite strong interest from 401(k) plan participants in Nasdaq-100 investment options, few plans include them today.
Unlocking the Growth Potential of NASDX: Insights from Steve Rogers on Nasdaq 100 Strategies
Nasdaq-100-based products, like Shelton Capital Management's index fund, NASDX, can be a part of investors' portfolios as a large-cap growth strategy. This includes the institutional share class, NQQQX, surfacing as a new investment option in 401(k) plans
Portfolio Manager Nick Griebenow Joins Schwab Network with Alex Coffey
Portfolio Manager Nick Griebenow, in a conversation with Schwab Network, explains how options can be used to enhance portfolio performance and reduce volatility
National Survey Reveals Growing Demand for Access to Nasdaq-100 Index® in 401(k) Plans
Plan participants report the Nasdaq-100 as valuable for a 401(k)-investment option.
Jeffrey Rosenkranz Joins Market Watch on Expectations for Fed Rate Cuts
Jeffrey Rosenkranz recently joined MarketWatch to discuss expectations for Fed rate cuts.
Nasdaq-100 Index® Funds Boast High Returns and Low Representation in 401(k) Plans
The Nasdaq-100 may be volatile, but the writing on the wall shows the index returning nearly triple the amount of the S&P 500 over the last 30 years.
Why Big Tech Can Be the Future of 401(K)
As the Magnificent 7 report earnings, demand for Nasdaq-100 in 401(k)s revealed.
April 2025
The Future of Retirement Planning Includes the Nasdaq-100® in 401(k) Option
The results of a new survey suggest that there is growing demand among retirement plan participants for access to the Nasdaq-100 Index in 401(k) plans.
Insights from Steve Rogers with NAPA on 401(k) Plan Participants Interest in the Nasdaq-100
Steve Rogers, CEO of Shelton Capital Management, explains key findings with the National Association of Plan Advisors (NAPA) from the SCM Annual Nasdaq-100 Retirement Survey showing plan participants are increasingly eager to include the Nasdaq-100 in their 401(k) plans.
