Shelton Capital Management’s FOMC Briefing — May 7th, 2025
May 8th, 2025 FOMC meeting's briefing by the Shelton Capital Management fixed income team.
May 2025
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.
Portfolio Manager Bruce Kahn, on Carbon Capture and Energy Transition Initiatives
Portfolio Manager Bruce Kahn, Ph.D, highlights the ongoing commitment to investments centered around carbon capture and other energy transition initiatives
Barry Martin Joins Chuck Jaffee on Money Life Podcast at Future Proof Citywide
Barry Martin, Portfolio Manager, recently joined Chuck Jaffe on his Money Life podcast to discuss where investors can use options as an overlay to potentially boost returns.
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.
Shelton CEO, Steve Rogers, Joins Gregg Greenberg on Investment News
Steve Rogers, CEO, Shelton Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to explain why he selects investment products linked to the Nasdaq-100 for client portfolios, especially for retirement accounts.
March 2025
March Madness in the Bond Market
As you fill out your brackets, here are some thoughts from Portfolio Manager Jeffrey Rosenkranz on march madness in the bond market.
NASDX Secures a Top 10 Spot in Kiplinger’s Mutual Fund Rankings for 2025
The Shelton Nasdaq-100 Index Fund (ticker: NASDX) has been recognized among their top Large Cap Funds with a 17.79% 10-year annualized return (TTM from M* ending on 12/31/24).
