Blog
War, oil shock, uncertainty? Time to raise US equity outlook
This article highlights data and trends that point toward a positive US equity outlook despite the “fog” of war and oil prices. US earnings estimates continue to steadily rise as the S&P 500 has continued to fall, an indicator of...
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Do you need an estate plan?
Estate Planning is an important component of your financial well-being and should be updated periodically. This article shows us the things to consider when planning for our future needs and succession to our family members or important...
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Avoid Fraud
Protect yourself from fraud because it is more prevalent now than ever. If something feels off, end the conversation right away. Turn the tables by asking questions and talk with someone you trust, such as your Shelton Financial Group...
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Biblically Responsible Investing: An Honest Breakdown
Biblically Responsible Investing: An Honest Breakdown
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2025 Market Review and 2026 Market Outlook With Kara Murphy
2025 Market Review and 2026 Market Outlook With Kara Murphy
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Finding ‘Enough’: How a Financial Finish Line Can Redefine Wealth and Generosity
Everyone has a finish line they’re working toward, and with a little faith and discipline, we can get there. When it comes to money, having a financial finish line helps you stay motivated and make choices that move you closer to your...
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Back to Work: Why Millions of Retirees Are Rejoining the Workforce
Does your retirement plan include "unretiring"? Nearly 25% of retirees are now back at work, driven by rising costs and the "desire for purpose". As America faces a historic workforce shift, where more employees will exit than enter in...
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Fund managers are the most bullish they've been in over 3 years as 2025 comes to a close, BofA says
As 2025 comes to a close, we begin looking for the highly anticipated 2026 market predictions. Fund managers are showing the most bullish sentiment in over three years, expecting continued growth and reduced recession risk. However,...
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What Are Alternative Investments?
In the ever-changing environment of the stock and bond market, are alternative investments right for the average investor? Alternatives have been mainly available to only high net worth individuals, but with technology, alternatives...
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Fed Cuts Rates for First Time This Year
The Federal Reserve lowered rates by a quarter point, but one governor voted for a bigger cut. Balancing persistent inflation and a weaker labor market was “a challenging situation,” the central bank chair said.
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Left Your 401(k) Behind After A Job Change? It Could Cost You A Small Fortune In Retirement
In today’s job market, where career transitions are the norm, many Americans are unknowingly leaving behind retirement savings that could cost them dearly.
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How One Difficult Conversation Can Save Your Legacy
This article tackles the elephant in the room that most families dance around: talking openly about money, wills, and what happens next. It's not about death, it's about life, and making sure the people you love most aren't left...
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Good genes are nice, but joy is better
Close relationships, more than money or fame, are what keep people happy throughout their lives, the study revealed. Those ties protect people from life’s discontents, help to delay mental and physical decline, and are better...
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Your new money guide: 7 ways to save, invest and plan in today’s unpredictable economy
If you’re like most investors, periods of market volatility cause confusion, panic, and frustration. That doesn’t always have to be the case. This article explores seven actionable strategies designed to help you navigate the...
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Check out a recap of our recent Investors Conference
Watch the video here!
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9 Facts About Social Security and the Need to Strengthen It
This article is intended to help us understand the importance of making changes to the Social Security system. It also shows the importance of retirement planning for our clients and how we can help them plan for possible future...
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Understanding Tariffs: What is The Big (Trade) Deal?
Understanding Tariffs: What is The Big (Trade) Deal? It seems like each and every year we get handed specific “buzz words” that are used to describe the global financial markets. Bull run, bear market, unprecedented, crisis, are just a...
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Technology Is The New Essential Cost In Retirement
Are you considering the impact of technology in your retirement? Studies show that you should be budgeting for the expense of technology as well as looking for ways to implement certain technology to make retirement more enjoyable and...
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Biblical Financial Principles and 5 Practical Steps
I found this article helpful in thinking about how I can glorify the Lord in my personal finances, and I hope you do as well! Click here to read the article
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Social Security 101
Hey, here's a link to the recent social security webinar i did. Social Security 101
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Market Webinar with Kara Murphy
Please enjoy this January 15 Market Webinar featuring SFG's Matt Fry and Kestra CIO Kara Murphy.
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2024 Market Review and 2025 Outlook with Kara Murphy
Watch the video here!
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Market outlook 2025: Navigating cross-currents
How are markets expected to play out in 2025 against a backdrop of policy uncertainty, geopolitical risks and heightened macroeconomic volatility? Explore the outlook for equities, commodities, currencies, emerging markets and more.
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Federal Reserve recalibrates monetary policy as inflation recedes
For the third consecutive meeting, the Federal Reserve’s (Fed’s) Federal Open Market Committee (FOMC) lowered the federal funds target rate, the rate banks charge each other for overnight lending.
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Alternative Investments
Click here for the handoutsClick here to watch the video!
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The Election & The Markets
Handouts:Click here for the Election HandoutClick here for the Market HandoutClick here to watch the video!
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My thoughts in 2 minutes on the the Fed rate change
Click on the video below for a 2 minute video recapping the September 18th Fed's rate change.
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Fed Meeting Highlights Economic News With a Cut in Interest Rates Teed Up
The central bank will almost certainly lower interest rates when it concludes its meeting on Wednesday. But there is still uncertainty over how big the cut will be. Click below to learn more. Fed Interest Rate Cuts
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What Will the Stock Market Do as Election Nears?
Despite the presidential election’s domination of the headlines, economic and inflation trends have consistently outweighed electoral outcomes in the past. Check out this article to learn more. What will the stock market do?
Read MoreAl Lindsten's Retirement video
Please enjoy this short walk down memory lane with recently retired Al Lindsten.
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These Hot New Funds are ‘Boomer Candy’ for Retirees
This article was sent in by a client regarding some of the investments we’ve implemented over the last several years. Shelton Financial is constantly on the lookout for new solutions our clients could use, and this article is an...
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Is economic weakness for real?
A savvy industry veteran, Bob Doll’s illustrious career is defined by his ability to gauge equity markets in his actively managed funds. In this article, Doll offers his analysis on the state of the current economic landscape and...
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My favorite Town Hall slides
I thought it might be helpful I posted a more condensed version of the slides that I am speaking about in more detail at the Spring Town Hall meetings.
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Presidential Election Market Impact
Follow the link below to see interesting data on the market impact of past presidential elections. Returns During Presidential Election Years
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Market Outlook 2024 - Kara Murphy
Access to an interesting 2024 Market Review
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JP Morgan Guide to the Markets
During our Spring Town Hall meetings you will here Jeff and the other advisors refer to charts in the JP Morgan Guide to Markets. If you would like to dig into the numbers you can access this data yourself by following the link below....
Read More5 Things You Can Give (instead of cash)
This article outlines the opportunity for tax savings by gifting nontraditional assets. This is often included in a deliberate estate and tax planning conversation.https://www.ncfgiving.com/stories/5-things-you-can-give-instead-of-cash/
Read MoreStock Market Volatility: The Good, The Bad, & The Ugly
Stock Market Volatility: The Good, The Bad, & The Ugly Whether you are just beginning your investing journey, or are a seasoned veteran, we have all experienced stock market volatility. It has earned quite a negative reputation, and...
Read MoreWhy Should You Consider a Roth IRA Conversion?
This article gives compelling reasons why you should do Roth conversions as well as good reasons why you should NOT do Roth conversions. Roth conversions are not for everyone, but depending on your personal circumstances it may be a...
Read MoreTo Be, or Not to Be ... Recession Version
Click below to link to the article. Q4 2023 ECONOMIC OUTLOOK: DODGED OR DELAYED? - FS INVESTMENTS IS THE ECONOMY AT RISK OF A RECESSION? - US BANK
Read MoreWill A Recession Ever Materialize
Will A Recession Ever Materialize - Fall 2023 The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness...
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