Below is a list of our Market Update PDF newsletters. Click on the text link to download the pdf.
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!
This month, we rate two recent events - the election and the Cubs ('sumthin' or 'nuthin'). In our portfolio updates, we look at the current volatility in preferreds, the upcoming Sheaff Brock Knowledge Builder Webinar, and our how our option overlay strategies are doing. We are thankful for your business this year, and hope your Thanksgiving is truly Sumthin'!
Fasten your seatbelts - it's going to be a bumpy ride... We talk about turbulence in the sky vs. volatility in the market, and why so many of us react differently to each. Also, some quick notes on the upcoming election, and a review of how our portfolios look so far this year. See the last page of the newsletter for a helpful year-end checklist, too!
Curiouser and Curiouser - Have we gone down the rabbit hole? We take a look back at the last 18 months of market happenings, and how the events are affecting investors. Plus, a look at our Preferred strategy along with insights on all our Sheaff Brock Portfolios' performance for the first half of the year.