Sheaff Brock Senior Portfolio Manager JR Humphreys reviews the potential of preferred securities in a diversified portfolio within today's low interest rate environment and with the specter of higher interest rates in the future.
Dave Gilreath, Sheaff Brock Managing Director and Chief Investment Officer, walks through the ABCs of our Covered Calls option strategy and why you may want to consider options to diversify your income stream.
JR Humphreys, Senior Portfolio Manager at Sheaff Brock, Shares why you may want to consider building an allocation of REITs in your equity portfolio.
Dave Gilreath, Sheaff Brock Managing Director and Chief Investment Officer, explains the role of options as a potential income source diversifier.
JR Humphreys, Senior Portfolio Manager at Sheaff Brock, discusses the beauty of “AND” versus “OR” with Preferred Securities.
Dave Gilreath, Sheaff Brock Managing Director and Chief Investment Officer, teams with Wally Taggart, Sheaff Brock Portfolio Manager, to talk about option strategies and their “triple play” potential to generate incremental income generation, enhance overall returns, and create a degree of downside protection.
Leo Dierckman, Managing Director at Oppenheimer Investment Management, discusses bond portfolios and how they may be affected by rising interest rates.
Dave Gilreath, CFP,® Managing Director and Chief Investment Officer of Sheaff Brock, offers ideas for why investors might consider adding an option overlay strategy to diversify income sources and create potential for additional income in their portfolio.
JR Humphreys, CFA, CAIA, Portfolio Manager of the new Real Estate Income & Growth portfolio strategy for Sheaff Brock, discusses the characteristics of REITs which may make them attractive to investors seeking income and long-term capital appreciation.