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.
Portfolio Manager Barry Martin, CFA recently joined the Animal Spirits podcast to discuss the rise in options strategies, his methodology, and much more.
November 14, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
November 7, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Portfolio Manager Jeffrey Rosenkranz spoke with reporters MarketWatch to discuss the implications of recent Jobs report and the Fed's potential plan of action with the looming presidential election.
October 31, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
The Shelton Equity Income Fund (EQTIX) was recently awarded both a Morningstar Gold Medalist designation and an Overall Morningstar Rating of 5 stars.
October 24, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
The 60/40 balanced portfolio that worked in the past cannot keep up with the rapidly evolving market environment, and covered call funds can have lower risk than an all-equity portfolio, says Barry Martin, lead portfolio manager of the Shelton Equity Income Fund (EQTIX).
Portfolio Manager Bruce Kahn, Ph.D recently joined the Schwab Network with Oliver Renick to discuss how the "attention around Big Tech might be played out" and why the broader market has the potential to reclaim its position in the spotlight. With this in mind, Dr. Kahn takes a deep dive into current sustainable stocks picks as well as potential catalysts.
October 17th, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.