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).
CIO & Portfolio Manager Derek Izuel Featured On Nasdaq Trade Talks with Jill Malandrino
Celebrating Success with 40 Years of the Nasdaq-100. “The Nasdaq has captured a whole host of innovative trends and technologies over its whole history.” — Derek Izuel, CIO & Portfolio Manager at Shelton Capital Management.
Wealth Transfer Strategies: Family Wealth Planning for Future Generations
If you’re interested in passing along more than memories to your loved ones, it’s time to start planning.
2025 Checklist for Smart Investing to Kickstart Your New Year
Welcome to adulthood—where career goals, relationships, health, and future planning collide faster than you can say, 'I’ve got bills, they’re multiplying!' (Cue the John Travolta moment) If you’re straddling the line between Gen Z and Millennials, chances are, you’re looking for more stability wherever you can find it.
Simplify Adulting: Turn Financial Stress into Success
Welcome to adulthood—where career goals, relationships, health, and future planning collide faster than you can say, 'I’ve got bills, they’re multiplying!' (Cue the John Travolta moment) If you’re straddling the line between Gen Z and Millennials, chances are, you’re looking for more stability wherever you can find it.
How To Invest In An Outside Fund From Your Vanguard Account
If you’ve been considering the NASDX mutual fund and want to add it to your portfolio using your Vanguard account, this guide is for you.
How To Invest In An Outside Fund From Your Fidelity Account
If you’ve been considering the NASDX mutual fund and want to add it to your portfolio using your Fidelity account, this guide is for you.
How To Invest In An Outside Fund From Your Charles Schwab Account
If you’ve been considering the NASDX mutual fund and want to add it to your portfolio using your Charles Schwab account, this guide is for you.
The Power of Compounding
Imagine discovering a secret so powerful that it has been dubbed the "eighth wonder of the world." This secret lies in the simple principle of compounding.
When Performance Matters: Nasdaq-100® vs. S&P 500
The notable lead of the Nasdaq-100 in 2023 can largely be credited to its substantial allocation to Technology and growth-oriented stocks.