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Home / Shelton Capital Management’s Growth Lab for Financial Advisors
Home / Shelton Capital Management’s Growth Lab for Financial Advisors

Shelton Capital Management’s Growth Lab for Financial Advisors

Your resource lab for upcoming events, value-added content, and insights to strengthen advisor-client relationships.

Value-Add Content

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Hidden Gems

Advisor Speaker Series

A rotating series of conversations with financial advisors, professors, and other industry experts focused on practice management topics for advisors. Featured topics and recordings are available below.

Timely Value-Add Resources

Covered Call ETF Survey

Investors want income. Advisors need clarity. See how investment professionals are evaluating covered call ETFs in 2026.

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Cash Indicator

A blend of various risk gauges across typically low-correlated equity and fixed income asset classes.

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Recession Tracker

A ‘four dimensions of economic health’ framework to provide a clear, data-driven view of the economy and recession risk by tracking four key indicators inspired by the National Bureau of Economic Research (NBER).

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Shelton Scorecard

A weekly market snapshot that brings together performance across major asset classes, interest rates, the U.S. Treasury yield curve, and key economic events to provide a clear view of current market conditions.

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Three Steps to Tax-Aware Investing

Taxes can take a big bite out of investment gains.
Here are a few steps that we take to potentially let our investors enjoy more of their investment gains.

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Podcast

Check out our monthly podcast on global macro, fixed income, and practice management.

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Commentary

Check out our monthly commentary through trusted third-party platforms like ETF Trends.

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Events Calendar, Find Us Near You

On The Road

To connect with us at our upcoming events, please contact us.

August 25, 2026

Boston Shelton Advisor Summer Series

Register Here

Boston, MA

August 24 to 26, 2026

Raymond James PCG Regional Conference

Register Here

Boston, MA

September 14 to 16, 2026

Raymond James PCG Regional Conference

Register Here

Orlando, FL

September 14 to 17, 2026

Future Proof Festival

Let’s Connect

Huntington Beach, CA

November 3 to 5, 2026

Shelton Growth Summit

Watch the 2025 Recap

Kiawah Island, SC

Available Sites

For Institutions and Consultants

The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
  • a bank, savings and loan association, insurance company or registered investment company;
  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

For Financial Professionals

The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
  • a bank, savings and loan association, insurance company or registered investment company;
  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

Individual Investors

The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
  • a bank, savings and loan association, insurance company or registered investment company;
  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

Please read through all of the Terms and Conditions of Use above to continue