Weekly Fixed Income Commentary – May 15, 2025
May 15, 2025 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
National Survey Reveals Growing Demand for Access to Nasdaq-100 Index® in 401(k) Plans
Plan participants report the Nasdaq-100 as valuable for a 401(k)-investment option.
Jeffrey Rosenkranz Joins Market Watch on Expectations for Fed Rate Cuts
Jeffrey Rosenkranz recently joined MarketWatch to discuss expectations for Fed rate cuts.
Weekly Fixed Income Commentary – May 8, 2025
May 8, 2025 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Hidden Gems Episode 3: Humor Tactics
Hidden Gems Episode 3: Humor Tactics In 2025, trust between advisors and their clients takes center stage. Over 61% of clients cited a [...]
Hidden Gems Episode 2: The Great Wealth Transfer for SOLOs and Women
Hidden Gems Episode 2: The Great Wealth Transfer for SOLOs and Women In 2025, trust between advisors and their clients takes center stage. [...]
Hidden Gems Episode 1: The Single (SOLO) Community
With nearly half of U.S. adults being unmarried, financial planning practices must evolve to meet the unique needs of this growing population.
Shelton Capital Management’s FOMC Briefing — May 7th, 2025
May 8th, 2025 FOMC meeting's briefing by the Shelton Capital Management fixed income team.
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.
