Market Update Newsletters

In this month’s newsletter, Managing Director Dave Gilreath celebrates big news at Sheaff Brock. He also shares a word of advice from NYT bestselling author, Morgan Housel, that may help alleviate market anxiety this election season.

Endings and beginnings are a common theme in the market, especially for money market funds and bank CD yields over the past few years. In this month’s newsletter, Managing Director Dave Gilreath explores these cycles and looks at what the future might hold for money market funds.

Thousands of Baby Boomers are turning 65 every day, just as thousands of Millennials are turning 35 each day. In this month’s newsletter, Managing Director Dave Gilreath shares some potential industries to invest in that may profit from these two bulging demographics.

Post-COVID news has scared us into thinking that a bear market could be right around the corner. But Managing Director Dave Gilreath points out that the opposite is true—that, actually, we may be in the early stages of a bull market that could last much longer than we anticipate.

In this month’s newsletter, Managing Director Dave Gilreath relates the advice of tennis pro Roger Federer to the investing market: forget about the short-term outcomes that may or may not go your way and focus on the long-term instead.

So, who actually makes the decisions for your investment accounts at Sheaff Brock? The answer is, it’s actually a group of people! All of whom are quite smart, and all of whom have many years of portfolio-making experience. Read our May newsletter for a full breakdown.

There’s a belief out there that trying to beat the market is fruitless. When the “experts” out there tell investors to just buy a cheap index fund instead, why choose to work with a portfolio manager? Because, according to Managing Director Dave Gilreath, at Sheaff Brock, instead of accepting being average, we try to win. Read more in this month’s newsletter!

Managing Director Dave Gilreath compares capitalism to communism in this month’s newsletter and explores how each system creates (or doesn’t create) wealth for individuals. Dave touches on current events in Cuba, Scott Galloway’s new book, The Algebra of Wealth, and wraps up the newsletter with an overview of Sheaff Brock’s passive income strategy.

This month, Managing Director Dave Gilreath looks at January’s market performance and shares why it could be a sign of how the rest of the year will perform. He also revisits the concept of market corrections and cautions against those waiting for rate cuts with bated breath.

With a presidential election slated for later this year, Dave walks through the S&P’s performance during past election years, highlighting commonalities and what we might expect to see in 2024.

This month, Dave shines a spotlight on AI as it relates to investing, asking whether AI is overweighted in “artificial” and underweighted in “intelligence.”

“The big money is not in the buying and selling, but in the waiting.” With re-election season coming near, learn how the S&P 500 is predicted to perform. Plus, get details on Sheaff Brock’s performance this quarter in our November newsletter.