Even if you're on the right track, you'll get run over if you just sit there.
Sheaff Brock is making news in the investment industry. Dave Gilreath, Managing Partner and Chief Investment Officer, is a contributor of investment news for abcnews.com. He also contributes his perspectives on the investment market to FA Playbook, the opinion column for financial advisors’ on CNBC.com.
Click on the text links below to access our latest feature stories.
Harnessing Volatility with a Long-Term Options Strategy, by David Gilreath, principal at Sheaff Brock, for Physicians' Money Digest
"Risk isn't what's always happening, but what might happen. So equating volatility with risk doesn't work." - In this article, Dave looks at the difference between 'risk' and 'volatility' and how, especially when considering an options-based long term approach to investing, volatility could be of benefit to your portfolio.
Using Downside Risk Analysis to Evaluate Stocks, by David Gilreath, principal at Sheaff Brock, for investopedia.com
Investors burn the midnight oil looking for stocks with tangible upsides yet spend precious little time examining stocks for identifiable downsides which could result in poor performance. Of course, the common assumption is that higher risk means higher expected returns, but downside risk research shows that the long-term may be quite the opposite. Can lower risk mean higher returns?
The Downside of Over-Diversifying Your Portfolio, by David Gilreath, principal at Sheaff Brock, for investopedia.com
Modern portfolio theory is arguably one of today’s most common approaches to structuring portfolios, utilizing lots of diversification to manage risk. What is often missed, however, is how over-diversification, under-education and misaligned risk can limit or even hurt your portfolio.
How Yield Curve Fears Make a Flash Crash More Likely, by David Gilreath, principal at Sheaff Brock, for wealthmanagement.com
An inverted yield curve doesn't always portend an imminent recession, but it may be the trigger that leads to another flash crash. In this month's article, Dave questions whether a (recently 'hot topic') flattening long-term yield curve hints at a recession, and what could happen if it inverts.
Yield-curve hysteria is much ado about nothing, by David Gilreath, principal at Sheaff Brock, for cnbc.com
Many investors are cringing over a trend in long-term bond yield differences, known as the yield curve, that they see as a signal of recession in the coming months. But there's convincing evidence that this is all much ado about nothing.
Client's Fear of Volatility Is an Opportunity, by David Gilreath, principal at Sheaff Brock, for wealthmanagement.com
Options strategies can be useful, especially as markets get wobbly; in this article, Dave outlines some ways to introduce the subject to clients without scaring them away.
Here's why the Dow will hit 40,000 by 2025, by David Gilreath, principal at Sheaff Brock, for cnbc.com
The Dow Jones need only to rise 6.75% annually to hit 40,000 by December 2025. In this article, Dave looks at the factors that demonstrate the economic growth driving these market gains.
How To Find Those Hidden Small-Cap Gems, by David Gilreath, principal at Sheaff Brock, for cnbc.com
Small-cap indexes have been rising in recent years - the S&P Small Cap 600 Index returned 26.5% in 2016 and 13.32% in 2017 for instance. We outline a few points to keep in mind while pursuing small cap opportunities in the market.
What History Reveals About the Market Sell-off, by David Gilreath, principal at Sheaff Brock, for abcnews.com's Market Moves
The Dow Jones Industrial Average plummeted in early February, 10 percent below it all-time high in January. We take a look at how history answers current questions concerning the market’s future and recent past.
Commodities Poised for a Run in 2018, by David Gilreath, principal at Sheaff Brock, for abcnews.com's Market Moves
With demand for commodities increasing globally, we take a look at possible indicators of a 'good 2018' for energy commodities, base metals and timber, how you can participate in their growth, and what could cause the 'commodities train' to be derailed.
Tech Stocks on Track for another Record Year in 2018, by David Gilreath, principal at Sheaff Brock, for abcnews.com's Market Moves
2017 was a great year for tech stocks - with 90 percent of tech companies reporting better-than-expected earnings this past quarter, many investors are wondering "Will tech remain 'the energizer bunny' of market sectors well into 2018?"
How to Ride the Red-Hot Stock Market Into 2018, by David Gilreath, principal at Sheaff Brock, for abcnews.com's Market Moves
Should we shun conventional market wisdom as we head into the New Year? This month, we consider why 'reversion to the mean' may not be on the cards, and what 'window dressing', low interest rates, and corporate tax rates could mean for the beginning of 2018. Will the Bull continue to run?
Grocery Shopping in the Era of 'Whole Amazon', by David Gilreath, principal at Sheaff Brock, for abcnews.com's Market Moves
We compare the possible synergies from Amazon's plan to aqcuire Whole Foods Market to some of the companies' obvious (and not so obvious) competitors, and consider what may be 'in store' for the way we buy groceries in the future.
A Portfolio Diversifier for a Rising Rate Environment, by David Gilreath, principal at Sheaff Brock, for cnbc.com
REITs - investments in the equity of companies with real estate holdings - have historically performed well in rising rate environments. With the policy-making Fereral Open Market Committee increasing its benchmark target a quarter point (to 1.25%, for a rate that is currently 0.91%), could investing in REITs be something to consider?
With New iPhone in the Works, Apple Shares Headed Toward $200, by David Gilreath, principal at Sheaff Brock, for abcnews.com's Market Moves
Do you think Apple is heading towards the $1 trillion mark? This month, we look at the how, and the why, behind the lofty analyst estimate, and what effect a market down-turn could have on the tech giant.
Too Much Cash on the Books Should be a Red Flag for Investors, by David Gilreath, principal at Sheaff Brock, for cnbc.com
Is having too much cash on hand just as bad as having too little? We look at which types of companies are sitting on piles of gold, why they think it can hurt (or hinder), and what this might mean for the shareholders.
Riding the Uptrend in Housing Construction, by David Gilreath, principal at Sheaff Brock, for abcnews.com's Market Moves
After 10 years of under-building, the home construction industry has turned brisk and is gaining momentum as consumers of various ages, motivated by high consumer confidence, seek new places to live. We look at how you can participate in the ride - through seeking to own the stock of various builders, investing in industry ETFs, and considering REITs.
The Case for Market Pessimism Versus Optimism, by David Gilreath, principal at Sheaff Brock, for abcnews.com's Market Moves
After the wild ride of January and February 2017, the 300 point decline of the Dow Jones Industrial Average from early March to early April came as a bit of a let down. We look at the possible causes for this growing investor skittishness, and also review some of the positives that are, conversely, encouraging the optimists.
How Investors Might Navigate Trump's Likely Reforms, by David Gilreath, principal at Sheaff Brock, for abcnews.com's Market Moves
It has become something of a parlor game to predict President Trump's new financial policies and initiatives - even harder may be forecasting the effects these modifications will have on investment markets. We muse over what could happen if there are major changes made to the Dodd-Frank Reform and Consumer Protection Act, the Department of Labor's pending fiduciary rule, and a possible Corporate Tax Rate decrease.