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.
October 2024
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.
Weekly Fixed Income Commentary – August 22
August 22, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Weekly Fixed Income Commentary – August 8
August 8, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
June 2024
Portfolio Manager Jeffrey Rosenkranz On Latest CPI Data
Portfolio Manager Jeffrey Rosenkranz recently spoke with GOBankingRates to discuss the latest CPI data released on June 12, 2024.
What ‘A Bronx Tale’ Taught Me About Macro Economics
How did the market end up tripping on its own shoelaces while taking a victory lap? An explanation can be found in the IMF’s April ’24 World Economic Outlook.
Weekly Fixed Income Commentary – June 6
June 6, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
