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Articles tagged "Shelton Capital Management"


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Fred Tomczyk: Some of our peers will catch up with that ... probably all of them will redesign their technology to make sure they meet that competitive advantage that we've had.

How TD Ameritrade's patient, patient bet on RIAs is finally paying off

CEO Fred Tomczyk is talking advisor software like he might have previously discussed trade volume as RIA assets, and prospects, soar

July 28, 2014 at 9:22 PM

Charles Goldman: I believe entrepreneurs are the best solutions to hard problems.

Charles Goldman makes a green investment that involves black and white analysis

The ex-Schwab and ex-Fidelity RIA chief sees a future for a tiny fund that Morningstar rated in the top 1% of 182 in its first three months of existence

August 14, 2013 at 4:44 AM

Barry Martin: The primary risk of a covered option strategy is opportunity risk.

In search of alternative income solutions in the current low-yield environment

Selling covered calls on a portfolio of equities or on a concentrated position may offer clients incremental gains while reducing direct exposure to interest rate risk

May 21, 2012 at 3:33 AM

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