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Shelton Capital Management's Daily Upside Feature on SEPI: “We believe the heightened interest in covered call and derivative income strategies reflects a recent shift in investor philosophy. Just a few years ago, covered call strategies were considered a niche tool, primarily used by institutional investors to hedge risk and generate cash flow. We believe SEPI stands apart by selling calls on individual stocks rather than relying on synthetic notes or index overlays. The fund draws from the same research and management principles that underpin Shelton’s established Overall Morningstar 5-star Flagship Mutual Fund, EQTIX* and Equity Income Separately Managed Account (SMA).”— Barry Martin, CFA, Shelton Capital Management Portfolio Manager. To read the full feature, visit: https://lnkd.in/gbPGKM9V The Daily Upside

Shelton’s SEPI ETF: A 10,000-Foot View In his recent appearance on Dividend Stockpile, Barry Martin, CFA, Portfolio Manager at Shelton Capital Management, discusses the Shelton Equity Premium Income ETF (SEPI). The strategy behind SEPI draws from over two decades of Shelton’s covered call experience — using individual stock selection and active option management with the goal of generating cash flow and managing risk through varied market conditions. Watch the full interview at: https://lnkd.in/gnMvk7VC #CoveredCalls #IncomeGeneration #ETFStrategy #RetirementInvesting #SheltonCapitalManagement

Everyone keeps pretending investors all want the same things. They don’t. In the first episode of Hidden Gems, we expose why this rapidly growing demographic is reshaping financial planning… and why the industry ignores them at its own peril. Featuring Dr. Peter McGraw, behavioral economist, professor at the University of Colorado, and founder of the Solo Podcast (Top-Rated 1% of Podcasts on Apple), this episode highlights how to evolve your approach to match demographic changes. Click ‘Watch Now’ to discover how advisors win with single clients.

Today’s investors aren’t one-size-fits-all…and neither are their goals. In the first episode of our new video series Hidden Gems, we explore the evolving needs of the single 'solo’ community, a growing demographic reshaping the future of financial planning. You might be surprised by what this group actually wants, and what most advisors are missing. Click 'Watch Now' to see the full episode.

Most advisors are missing the biggest opportunity in the market…because they’re too busy chasing couples. With almost half of U.S. adults (129 million people) living outside of the nuclear family, advisors must see what many of their peers ignore. In our Hidden Gem Series, you’ll hear from Dr. Peter McGraw, behavioral economist, professor at the University of Colorado, and founder of the Solo Movement, and Kirsten Hollander, CFP® at Schaefer Financial Management, about how to win with single clients. Click 'Watch Now' to review the full episode 1 on SOLO clients.

According to the Annual Nasdaq-100® Retirement Plan Survey, nearly 80 percent of 401(k) plan participants recognize the importance of including a Nasdaq-100 product in their investment options, suggesting a new market opportunity for retirement plans.