Sheaff Brock In The News
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Can You Afford a Long Life?
June 27, 2024 | Commentary by David Gilreath, CFP | Next Avenue
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.
9 Reasons the Bull Market Will Continue
June 5, 2024 | Commentary by David Gilreath, CFP | Medical Economics
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 Will Hurt Stock Returns Only If You Let It
May 9, 2024 | Commentary by David Gilreath, CFP | Medical Economics
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.
Op-ed: Here Are 6 Health-care Stocks to Watch Now, Amid a Bumpy Recovery
April 24, 2024 | Commentary by David Gilreath, CFP | CNBC
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.
History's Clues To The Post-Rate-Cut Market
April 23, 2024 | Commentary by David Gilreath, CFP | Financial Advisor
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.
History’s Clues for Market Performance in 2024
April 5, 2024 | Commentary by David Gilreath, CFP | Medical Economics
As of April, the S&P 500 has hit 22 new highs this year. But when should we expect the market to start to descend? Managing Director Dave Gilreath says in his latest Medical Economics article that, while we can’t exactly predict when the next downturn will be, we can look back through market history to get a sense of historical patterns that might repeat.
Productivity: The Secret Sauce of the Economy
March 25, 2024 | Commentary by David Gilreath, CFP | Medical Economics
Typically, with an upswing in the market also comes an increase in inflation. But right now, we’re experiencing a decrease in inflation. Why? Economic productivity is a likely candidate, according to Managing Director Dave Gilreath in his latest Medical Economics article.
Preferred Stocks: Superior Income And Now Growth
March 21, 2024 | Commentary by David Gilreath, CFP & JR Humphreys | Financial Advisor
Elevated bond yields have advisors thinking about adding more bonds into their portfolios. And that certainly is an option, but according to Managing Director Dave Gilreath and Senior Portfolio Manager JR Humphreys, so is adding preferred stocks instead, which are experiencing their own growth spurt.
One Key Market Sector Likely to Grow in 2024
January 31, 2024 | Commentary by David Gilreath, CFP | Medical Economics
What market sectors do you think will grow in 2024? Managing Director Dave Gilreath shares his thoughts in his latest article for Medical Economics.
Evaluating the Risks of Investing in Chinese Stocks
January 30, 2024 | Commentary by David Gilreath, CFP | Medical Economics
American investors have long been investing in Chinese stocks, despite the fact that they haven’t typically produced positive returns. Managing Director Dave Gilreath dives into this investing phenomenon by assessing the current risks of investing in Chinese stocks.
Getting Clients to Buy Into the Return to Normalcy
January 24, 2024 | Commentary by David Gilreath, CFP | ThinkAdvisor
The past four years have been filled with twists and turns on the economic rollercoaster, but a return to normalcy seems to be on the horizon. However, some advisors and investors are still feeling cautious. Read on for Managing Director Dave Gilreath‘s take.
Utilities: Unsexy But Highly Stable, With Reliable Dividends
December 29, 2023 | Commentary by David Gilreath, CFP | Financial Advisor
Utilities may not be the sexiest stock to own, but they make up for it with their potentially reliable dividends. Managing Partner Dave Gilreath discusses this and more in his latest Financial Advisor article.
The Inevitable Rise and Fall of Market Sectors
December 20, 2023 | Commentary by David Gilreath, CFP | Medical Economics
In his latest Medical Economics article, Managing Partner Dave Gilreath posits that similarities to Newton’s universal law of gravitation can be seen in the stock market with the rise and fall of stock sectors.
Sheaff Brock Lands A Top Ten Spot In CNBC's FA 100 Ranking
December 19, 2023 | Benzinga
Sheaff Brock received incredible news in the last half of 2023! Want to know what it was? Benzinga wrote all about it in their latest article.
With Continued Geopolitical Conflicts, Here Are Defense Stocks Investors Should Consider
December 1, 2023 | Commentary by David Gilreath, CFP | CNBC
During times of geopolitical conflict, it’s natural that investors may think about defense stocks. In his latest CNBC article, Managing Director Dave Gilreath analyzes a variety of defense companies and stocks for investors to consider.
Indirect, Angst-Free Ways To Invest In Real Estate
November 30, 2023 | Commentary by David Gilreath, CFP | Medical Economics
Investing in real estate can possibly result in long-term gain, but at what price? Sheaff Brock’s Managing Partner Dave Gilreath breaks down indirect ways to invest in real estate in his latest Medical Economics article for those looking to dive in.
Do Your Clients Suffer From Infectious Doomsday Syndrome?
November 13, 2023 | Commentary by David Gilreath, CFP | ThinkAdvisor
Have you heard of Infectious Doomsday Syndrome (IDS)? Learn how it may be impacting your investments in a recent ThinkAdvisor article by Sheaff Brock’s Managing Partner Dave Gilreath.
Stocks vs. Bonds: There's No Contest
October 9, 2023 | Commentary by David Gilreath, CFP | Medical Economics
In Managing Director Dave Gilreath’s latest article with Medical Economics, he considers key distinctions between stocks and bonds and details why discipline and patience are critical for successful stock investing.
2023: The Terrible Financial Year That Isn’t
August 31, 2023 | Commentary by David Gilreath, CFP | Medical Economics
After more than half a year of doomsday forecasts for the 2023 stock market, Managing Director Dave Gilreath says it may turn out to be the terrible financial year that wasn’t. In this Medical Economics article, he looks back at the year so far and analyzes how the market is doing and where it may go next.
The Negative Outlook on REITs is Overblown
August 30, 2023 | Commentary by David Gilreath, CFP & JR Humphreys | Medical Economics
2023 has brought some fears surrounding REITs due to rising interest rates pushing up the costs of financing property purchases. However, these fears have turned out to be overblown as the Federal Reserve’s interest rate-hiking cycle is winding down.
Helping You Help Your Clients: Learn How To Craft Your Investment Portfolio
August 24, 2023 | Interview with David Gilreath, CFP & Ron Brock | The Portfolio Playbook (Ep. 2)
Listen to Managing Directors Dave Gilreath and Ron Brock on “The Portfolio Playbook” podcast, where they discuss the process of building their own registered investment advisory business and share innovative company growth strategies for other RIAs.
Investing Intelligence: Is There Growth To Be Found In The Building Materials Sectors?
July 31, 2023 | Commentary by David Gilreath, CFP | Medical Economics
Managing Director Dave Gilreath explores the building materials sectors and whether there is potential growth to be had there, particularly as the market shifts from a bear market to an embryonic bull market.
Celebrating One Year of Innovative Portfolios ETFs at Cboe Global Markets
July 30, 2023 | Interview with David Gilreath, CFP & Ron Brock | Cboe Global Markets
Managing Directors Dave Gilreath and Ron Brock sit down for an interview with Rick Rosenthal, Director of North American Derivative Sales at Cboe Global Markets, to reflect on the first anniversary of their two ETFs at Innovative Portfolios, Sheaff Brock’s affiliate company.
The Building Blocks of Industry and Construction
July 21, 2023 | Commentary by David Gilreath, CFP | Medical Economics
As Managing Director Dave Gilreath mentions in this month’s Medical Economics article, demand for manufacturing and construction materials is increasing, signaling distinct growth potential for this small but important sector.
DISCLOSURE
Sheaff Brock Investment Advisors, LLC (“SBIA”) is an SEC-registered investment advisor founded in 2001. Clients or prospective clients are directed to SBIA’s Form ADV Part 2A prior to deciding to participate in any portfolio or making any investment decision. The views and opinions in the preceding commentary are subject to change without notice and are as of the date of the report. There is no guarantee that any market forecast set forth in the commentary will be realized. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice, and is not intended to predict or depict performance of any investment. Any specific recommendations or comparisons that are made as to particular securities or strategies are for illustrative purposes only and are not meant as investment advice for any viewer. The companies mentioned in the publications may be held by Sheaff Brock Investment Advisors, Innovative Portfolios, Innovative Portfolios’ ETFs or any other affiliates or related persons. Therefore, there is a conflict of interest that the advisors may have a vested interest in the Companies and the statements made about them. Past performance does not guarantee or indicate future results.