Derek Izuel, CFA Joins Chuck Jaffe on Money Life Podcast
Chief Investment Officer Derek Izuel recently joined the Money Life podcast to discuss international methodology and the outlook for emerging markets.
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.
Weekly Fixed Income Commentary – November 7
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 Speaks with MarketWatch
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.
Weekly Fixed Income Commentary – October 31
October 31, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
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.
Hot Picks in Covered Calls: Barry Martin, CFA Joins BNN Bloomberg
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).
