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February 2017—Understanding Options and How They Can be Utilized to Generate Income

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.

January 2017—Rising Interest Rates and Preferred Stocks

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.

December 2016—Financial Planning Basics: An Overview of the Financial Planning Process

Paul Coan, head of financial planning at Sheaff Brock, discusses essential financial planning and wealth management issues for year-end 2016.

November 2016—Managing Interest Rate Risk: Understanding the Dynamic Nature of Interest Rates and Your Bond Portfolio

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.

October 2016—Alternative Sources for Income Generation: How Options can Drive Income in a 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.

August 2016—Preferred Stocks: Understanding the Unique Characteristics of the Hybrid Security

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.

July 2016—Planning for a Financially Successful Retirement

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.