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May 2018—REITs: Understanding the Basics

JR Humphreys, Sheaff Brock Senior Portfolio Manager, explains the fundamentals of REITs and why they may be a consideration in today's market.

April 2018—Sheaff Brock Market and Economic Outlook

Dave Gilreath, Sheaff Brock Co-Founder, Partner, and Chief Investment Officer, shares timely perspectives about the stock market and macro economic environment.

March 2018—Preferreds: What You Need to Know

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.

February 2018—Covered Calls...the Basics

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.

January 2018—REITs: Building Your Portfolio for Diversification and Income

JR Humphreys, Senior Portfolio Manager at Sheaff Brock, Shares why you may want to consider building an allocation of REITs in your equity portfolio.

December 2017—Understanding Options: Diversifying Your Income Sources

Dave Gilreath, Sheaff Brock Managing Director and Chief Investment Officer, explains the role of options as a potential income source diversified.

October 2017—Preferred Securities: The Beauty of the AND versus the Tyranny of the OR?

JR Humphreys, Senior Portfolio Manager at Sheaff Brock, discusses the beauty of “AND” versus “OR” with Preferred Securities.

September 2017—Covered Calls as an Unassisted Triple Play?

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.

August 2017—How is Your Bond Portfolio Positioned for an Outlook of Rising Interest Rates?

Leo Dierckman, Managing Director at Oppenheimer Investment Management, discusses bond portfolios and how they may be affected by rising interest rates.

June 2017—Option Overlays may Offer Potential for Incremental Income when Interest Rates are Low

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.

May 2017—REITs: A Cornerstone Asset Class to a Well-Constructed 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.