Sheaff Brock In The News
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Preferred Stocks: Superior Income And Now Growth
March 21, 2024 | Commentary by David Gilreath & JR Humphreys | Financial Advisor
Elevated bond yields have advisors thinking about adding more bonds into their portfolios. And that certainly is an option, but according to Managing Director Dave Gilreath and Senior Portfolio Manager JR Humphreys, so is adding preferred stocks instead, which are experiencing their own growth spurt.
One Key Market Sector Likely to Grow in 2024
January 31, 2024 | Commentary by David Gilreath | Medical Economics
What market sectors do you think will grow in 2024? Managing Director Dave Gilreath shares his thoughts in his latest article for Medical Economics.
Evaluating the Risks of Investing in Chinese Stocks
January 30, 2024 | Commentary by David Gilreath | Medical Economics
American investors have long been investing in Chinese stocks, despite the fact that they haven’t typically produced positive returns. Managing Director Dave Gilreath dives into this investing phenomenon by assessing the current risks of investing in Chinese stocks.
Getting Clients to Buy Into the Return to Normalcy
January 24, 2024 | Commentary by David Gilreath | ThinkAdvisor
Getting Clients to Buy Into the Return to Normalcy, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for ThinkAdvisor.
The past four years have been filled with twists and turns on the economic rollercoaster, but a return to normalcy seems to be on the horizon. However, some advisors and investors are still feeling cautious. Read on for Managing Director Dave Gilreath‘s take.
Utilities: Unsexy But Highly Stable, With Reliable Dividends
December 29, 2023 | Commentary by David Gilreath | Financial Advisor
Utilities: Unsexy But Highly Stable, With Reliable Dividends, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Financial Advisor.
Utilities may not be the sexiest stock to own, but they make up for it with their potentially reliable dividends. Managing Partner Dave Gilreath discusses this and more in his latest Financial Advisor article.
The Inevitable Rise and Fall of Market Sectors
December 20, 2023 | Commentary by David Gilreath | Medical Economics
The inevitable rise and fall of market sectors, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
In his latest Medical Economics article, Managing Partner Dave Gilreath posits that similarities to Newton’s universal law of gravitation can be seen in the stock market with the rise and fall of stock sectors.
Sheaff Brock Lands A Top Ten Spot In CNBC's FA 100 Ranking
December 19, 2023 | Benzinga
Sheaff Brock received incredible news in the last half of 2023! Want to know what it was? Benzinga wrote all about it in their latest article.
With Continued Geopolitical Conflicts, Here Are Defense Stocks Investors Should Consider
December 1, 2023 | Commentary by David Gilreath | CNBC
With continued geopolitical conflicts, here are defense stocks investors should consider, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for CNBC.
During times of geopolitical conflict, it’s natural that investors may think about defense stocks. In his latest CNBC article, Managing Director Dave Gilreath analyzes a variety of defense companies and stocks for investors to consider.
Indirect, angst-free ways to invest in real estate
November 30, 2023 | Commentary by David Gilreath | Medical Economics
Indirect, angst-free ways to invest in real estate, by Dave Gilreath, CFP,® principal and Chief Investment Officer, at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
Investing in real estate can possibly result in long-term gain, but at what price? Sheaff Brock’s Managing Partner Dave Gilreath breaks down indirect ways to invest in real estate for those looking to dive in.
Do Your Clients Suffer From Infectious Doomsday Syndrome?
November 13, 2023 | Commentary by David Gilreath | ThinkAdvisor
Do Your Clients Suffer From Infectious Doomsday Syndrome?, by Dave Gilreath, CFP,® principal and Chief Investment Officer, at Sheaff Brock Investment Advisors and Innovative Portfolios for ThinkAdvisor.
Have you heard of Infectious Doomsday Syndrome (IDS)? Learn how it may be impacting your investments in a recent article by Sheaff Brock’s Managing Partner Dave Gilreath.
Stocks vs. Bonds: There's No Contest
October 9, 2023 | Commentary by David Gilreath | Medical Economics
Stocks vs. bonds: There’s no contest, by Dave Gilreath, CFP,® principal and Chief Investment Officer, at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
In Dave’s article with Medical Economics, he considers key distinctions between stocks and bonds and details why discipline and patience are critical for successful stock investing.
2023: The Terrible Financial Year That Isn’t
August 31, 2023 | Commentary by David Gilreath | Medical Economics
2023: The terrible financial year that isn’t, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
After more than half a year of doomsday forecasts for the 2023 stock market, Managing Director Dave Gilreath says it may turn out to be the terrible financial year that wasn’t. In this Medical Economics article, he looks back at the year so far and analyzes how the market is doing and where it may go next.
The Negative Outlook on REITs is Overblown
August 30, 2023 | Commentary by David Gilreath & JR Humphreys | Medical Economics
The negative outlook on REITs is overblown, by Dave Gilreath, CFP,® principal and Chief Investment Officer, and JR Humphreys, CFA, CAIA, Senior Portfolio Manager, at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
2023 has brought some fears surrounding REITs due to rising interest rates pushing up the costs of financing property purchases. However, these fears have turned out to be overblown as the Federal Reserve’s interest rate-hiking cycle is winding down.
Helping You Help Your Clients: Learn How To Craft Your Investment Portfolio
August 24, 2023 | Interview with David Gilreath & Ron Brock | The Portfolio Playbook (Ep. 2)
Listen to Managing Directors Dave Gilreath and Ron Brock on “The Portfolio Playbook” podcast, where they discuss the process of building their own registered investment advisory business and share innovative company growth strategies for other RIAs.
Investing Intelligence: Is There Growth To Be Found In The Building Materials Sectors?
July 31, 2023 | Commentary by David Gilreath | Medical Economics
Investing intelligence: Is there growth to be found in the building materials sectors?, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
Managing Director Dave Gilreath explores the building materials sectors and whether there is potential growth to be had there, particularly as the market shifts from a bear market to an embryonic bull market.
Celebrating One Year of Innovative Portfolios ETFs at Cboe Global Markets
July 30, 2023 | Interview with David Gilreath & Ron Brock | Cboe Global Markets
Managing Directors Dave Gilreath and Ron Brock sit down for an interview with Rick Rosenthal, Director of North American Derivative Sales at Cboe Global Markets, to reflect on the first anniversary of their two ETFs at Innovative Portfolios, Sheaff Brock’s affiliate company.
The Building Blocks of Industry and Construction
July 21, 2023 | Commentary by David Gilreath | Medical Economics
The Building Blocks of Industry and Construction, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
As Dave mentions in this month’s Medical Economics article, demand for manufacturing and construction materials is increasing, signaling distinct growth potential for this small but important sector.
Op-ed: Here's a Midyear Stock-Picking Guide for both Bears and Bulls Amid Recession Debate
June 23, 2023 | Commentary by David Gilreath | CNBC
Op-ed: Here’s a midyear stock-picking guide for both bears and bulls amid recession debate, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for CNBC.
In this month’s article for CNBC, Dave discusses some of the best sectors for recession disbelievers to invest in such as industrials, materials and financials.
Happy 10th Birthday, Bulls of the Dow!
June 13, 2023 | Sheaff Brock News | Cision PR Newswire
Sheaff Brock’s Bulls of the Dow portfolio strategy is 10 years old, and we’re not changing a thing! To learn more about the inception of Bulls of the Dow and its performance over the past decade, check out our press release.
Despite Sanguine Signs, It’s Still Hip to be a Market Bear
June 1, 2023 | Commentary by David Gilreath | Medical Economics
Despite sanguine signs, it’s still hip to be a market bear, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
A la the 1986 hit by Huey Lewis and the News, “Hip to Be Square,” Dave suggests for many professional investors, despite mounting signs that the bear market is on the way out, it’s still hip to be bear.
TARP: A Stock City With Lower Risk And Good Potential
May 23, 2023 | Commentary by David Gilreath | Financial Advisor
TARP: A Stock City With Lower Risk And Good Potential, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Financial Advisor.
This month is all about ‘Tech At a Reasonable Price’. Dave reviews some smaller companies having trouble getting investors’ attention, which megacaps are buzzing, and where AI and semiconductors fall into all of this.
Avoid "Diworsification" of Your Portfolio
April 28, 2023 | Commentary by David Gilreath | Medical Economics
Avoid “Diworsification” of Your Portfolio, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
This month Dave takes a look at ‘diworsification’ – is there such a thing as too much diversification, especially when global investments come in to play?
Op-ed: Fear Creates Growth Opportunities in Preferred Stocks
April 26, 2023 | Commentary by David Gilreath | CNBC
Op-ed: Fear creates growth opportunities in preferred stocks, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for CNBC.
In Dave’s Op-ed for CNBC, he discusses the growth opportunities in preferred stocks. As he states, “preferred prices generally remain depressed, creating opportunity for investors who don’t mind wading in when the water is still a bit muddy.”
Ringing in the First Anniversary of Preferred-Plus and Dividend Performers ETFs at Cboe
April 25, 2023 | Innovative Portfolios News | Cision PR Newswire
This year marks the first anniversary of Innovative Portfolios’ (Sheaff Brock’s affiliate company) two ETFs, which were converted from mutual funds in 2022. In celebration, the Innovative Portfolios team rang the closing bell at Cboe Global Markets’ headquarters in Chicago on Tuesday, April 25th.
DISCLAIMER
Sheaff Brock Investment Advisors, LLC (“SBIA”) is an SEC-registered investment advisor founded in 2001. Clients or prospective clients are directed to SBIA’s Form ADV Part 2A prior to deciding to participate in any portfolio or making any investment decision. The views and opinions in the preceding commentary are subject to change without notice and are as of the date of the report. There is no guarantee that any market forecast set forth in the commentary will be realized. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice, and is not intended to predict or depict performance of any investment. Any specific recommendations or comparisons that are made as to particular securities or strategies are for illustrative purposes only and are not meant as investment advice for any viewer. The companies mentioned in the publications may be held by Sheaff Brock Investment Advisors, Innovative Portfolios, Innovative Portfolios’ ETFs or any other affiliates or related persons. Therefore, there is a conflict of interest that the advisors may have a vested interest in the Companies and the statements made about them. Past performance does not guarantee or indicate future results.