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.
Paul Coan, CFP,® ChFC, CEA,® Portfolio Manager of the Mid-Cap 10 Strategy for Sheaff Brock, shares details of the perfectly sized mid-cap sector and why investors might consider mid-cap stocks in their portfolios to add diversification and the potential for capital appreciation.
David Gilreath, CFP, Managing Director and Chief Investment Officer for Sheaff Brock, discusses investment strategies designed to generate income from the sale and proceeds of put options.
JR Humphreys, CFA, CAIA, portfolio manager for Sheaff Brock's Preferred Income Strategy, discusses the current economic and investment environment and its effect on Preferred Stocks.
Paul Coan, head of financial planning at Sheaff Brock, discusses essential financial planning and wealth management issues for year-end 2016.
Leo Dierckman, Managing Director at Oppenheimer Investment Advisors, discusses the relationship between bond prices and interest rate movement, plus the impact that may have on your bond portfolio.
Dave Gilreath, Managing Partner and Chief Investment Officer of Sheaff Brock, discusses details of two specific strategies—Put Selling and Covered Calls—and reasons for investors to consider options in their portfolio to generate income.
Sheaff Brock's Portfolio Manager for our Preferred Income Strategy, JR Humphreys, discusses the unique features of preferred stocks and hwo they can be an important allocation in an income-generating portfolio.
Featuring Paul Coan, head of Financial Planning at Sheaff Brock, our July Knowledge Builder webinar discusses critical planning questions and issues you'll want to consider so that your retirement income can successfully meet your lifestyle needs. Click here to see the Sheaff Brock July webinar.