Commentary

It’s the End of the World As We Know It…

Has the global investment environment which we have grown accustomed to over the past few decades fundamentally changed?

Commentary

Beyond The Traditional 60/40 Portfolio

In a market environment of low bond yields and record high equity valuations, it’s time to look beyond simple asset-class diversification. A covered call strategy could provide clients with potential for growth, income and downside protection.

Commentary

Infrastructure and Uncertainty – What’s Ahead for the Muni-Markets

Congressional wrangling over the Infrastructure Investment and Jobs Act and the Build Back Better Act has imposed a level of uncertainty on the municipal market as well – for both issuers and investors. It would be most prudent to move forward with IIJA on its own and follow up with Build Back Better separately. After all, they say “a bird in the hand ….”

Commentary

Navigating the Growing ESG Muni Bond Market

How can financial advisors best help their clients navigate the ESG municipal bond world? The number one thing to do is to carefully LISTEN to their clients.

White Paper

Insights on Sustainable Investing

Sustainable investing in the United States continues to accelerate at a rapid pace. Here, we dive into the sustainable investing landscape and how the Shelton Green Alpha Fund (NEXTX) fits in a client portfolio with Portfolio Manager, Garvin Jabusch. NEXTX was the top U.S. Equity ESG Fund for 2020 according to Morningstar.

Commentary

Rising Interest Rates Can Wreak Havoc on Fixed Income Portfolios

At some point, interest rates will move higher. Advisors must understand the inherent risks, and proactively evaluate alternatives for their fixed income portfolios to manage through successfully.

Commentary

Four Myths About Investing Outside U.S. Markets

With U.S. shares reaching lofty valuations and fundamentals firming up in many other countries, financial advisors would be wise to consider increasing a client’s non-U.S. holdings. So why do many advisors hesitate making this allocation?