Below is a list of our Market Update PDF newsletters. Click on the text link to download the pdf.
To be hedged, or not to be hedged; that is the question! As Hamlet so elequontly put it (okay, so maybe that's not word-for-word), can hedging help if you're expecting a 5% drop in the market? How about a 20% drop? This month, we look at a few different market scenarios, and some alternatives like raising cash or investing in a tactical strategy.
What is Sheaff Brock? This month, we talk about who we are and what we do for you, answering questions like 'What is an RIA?' and 'How does that compare to a Financial Planner?' We also share some new tools on our website, and review how our portfolios are doing as we head into an 'often squirrely' September.
Have you heard about our new portfolio, Real Estate Income & Growth? You may have seen it referred to, in previous newsletters, as 'the REIT Baby'. This month, we dive deep into the world of REITs, their past track history and the possible benefits divsersifying a portion of your portfolio with our new baby.
Back in the day, little yellow Tweety birds were used in coal mines to warn miners of dangerous gasses and impending death. This month, we look at 5 modern canaries that warn of something slightly less ominous - a possible bear market. Also - a recap of the reasoning behind a possible strong year for the S&P 500, and our April Portfolio Updates.
What do John Templeton and the Beatles have in common? For December, we take a brief look back at our performance through November, but also look forward at what 2017 could bring. Could we see a 'barnburner' of a year? Will Dave finally have to stop telling people the Dow is 'going to 20,000'? Regardless of what happens, we hope you enjoy a safe and happy Holiday Season with your friends and family, and we look forward to heading into the New Year with you!