Making a living as a boutique or emerging asset manager is tough these days. A select few players dominate the business, and the costs are at an all-time high.

Shelton Capital Management today announced that Laura Bevill and Jason Shidler have joined the firm to manage and grow the invaluable relationships Shelton Capital has with wealth managers, independent financial advisors, investment consultants, and other financial service providers.

There’s a reason, investors and their advisors pushed over $26 billion into the now-$65-billion derivative income Morningstar Category in the last 12 months. Simply put, covered call strategies, which by definition sell away a degree of upside, tend to outperform in troubled times, like those we might expect as we enter 2024, although of course results may vary.

Portfolio Manager Jeffrey Rosenkranz discusses recent CPI numbers showing lower costs for used cars, utility gas, heating oil, gasoline, dairy products, airfares and certain medical care services: "These are purchases that everyday Americans make routinely, so the decline in prices will be a real tangible benefit for their wallets."

Portfolio Manager Jeffrey Rosenkranz discusses the impact of inflation and the upcoming election on the housing and labor markets.