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PORTFOLIO STRATEGIES
Pursuing your financial goals for the future
Tell us your unique needs and we’ll go to work recommending specific portfolio strategies to help you meet them. Whether you want to grow your investments, provide extra income, or a mix of both, we’ll help make sure you’re covered.
In the News
Have you been overlooking an avenue to potentially earn more after-tax income? Senior Portfolio Manager JR Humphreys says that, if you haven’t been investing in Preferreds, you might be! Read more about this and other potential benefits to Preferreds in JR’s latest article with Benzinga.
Can you afford a long life? Americans are living longer and longer, and Managing Director Dave Gilreath says that most investment strategies are playing it too safe when it comes to generating enough income for those extra years.
The market has delivered a parade of new highs for major indexes in 2024, but investors may be wondering whether it’s time to cash out before the market declines. Managing Director Dave Gilreath is here to share 9 reasons to believe that the market will perform well for the rest of 2024 and at least early into 2025. Read on in his latest Medical Economics article.
Volatility gives investors the heebie jeebies for fear of damaging stock portfolios, but volatility isn’t actually the problem—investors’ reaction to volatility is. Managing Director Dave Gilreath talks about how volatility is widely misunderstood, as well as what volatility actually is and isn’t in his latest article for Medical Economics.
After a couple of lower-performing years, the healthcare market sector has recovered over the past six months with the potential to continue improving. With this upturn, Managing Director Dave Gilreath shares six healthcare stocks to consider in his latest article for CNBC.
Many advisors today seem to assume that lower federal funds rates will be a magic solution for the market. But just how much of a positive impact should really be expected, and for how long? Managing Director Dave Gilreath shares his thoughts in his latest Financial Advisor article.
QUICK LINKS
Our Mid-Year Update
Today’s current bull market started in October of 2022 after a 9-month, 25% drop in the S&P 500 bear market and is, according to historical standards, still relatively young. The dominance of the U.S. economy, its high productivity, and its growing working-age population are all factors that contribute to strong corporate earnings and earnings growth. Since equity markets go up in the long-term when corporate earnings increase, Sheaff Brock concludes that we may be due for another long bull market run.
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WHO ARE WE?
We’re Sheaff Brock
We are investment advisors providing innovative portfolios for intelligent investors—with the goal of making your money work for you. Learn more about our investment approach to see how we can help you make the most of your hard-earned money.
NEWS & ANNOUNCEMENTS
Sheaff Brock in the Top 10 of the 2023 CNBC FA 100*
To make the list once felt like a great achievement—to make the list for a fourth consecutive year is incredibly motivating. As we set our sights forward, our team remains committed to supporting our clients as they work to build and preserve their wealth over the long term.
The first year Sheaff Brock was selected for CNBC’s FA100, in 2020, the company ranked 95th; in 2021, Sheaff Brock ranked 82nd; and in 2022, 68th.
*About CNBC Financial Advisor 100
The 2023 CNBC Financial Advisor 100 (9/12/23), 2022 CNBC Financial Advisor 100 (10/4/22), 2021 CNBC Financial Advisor 100 (10/6/21) & the 2020 CNBC Financial Advisor 100 (10/6/20) list is an independent ranking. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for the CNBC FA 100 list. The analysis started with 40,646 RIA firms for 2023, 39,818 RIA firms for 2022, 38,302 for 2021 and 37,369 for 2020 from the Securities and Exchange Commission regulatory database. AccuPoint screened the list down to 812 RIAs for 2023, 904 RIAs for 2022, 749 for 2021 and 750 for 2020 who were required to complete a survey to be in consideration for the CNBC FA 100 list. Sheaff Brock does not pay for applying for the award; however, Sheaff Brock does pay for use of the CNBC Financial Advisor 100 logo.
Data points used by AccuPoint for the ranking included regulatory/compliance record, number of years in the business, number of certified financial planners, number of employees, number of investment advisors registered with the firm, ratio of investment advisors to total number of employees, total assets under management, percentage of discretionary assets under management, total accounts under management, number of states where the RIA is registered, and country of domicile.
Third-party rankings and recognition from rating services or publications, such as the CNBC FA 100, are no guarantee of future investment success and working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. The ranking may not reflect a client or prospective client’s experience with the registered investment advisor. Past performance does not guarantee or indicate future results.