In the News

Sheaff Brock In The News

Sheaff Brock is making news in the investment industry. Dave Gilreath, Managing Partner and Chief Investment Officer, is a contributor of investment commentary and perspectives to a variety of financial publications, including CNBCMedical EconomicsThinkAdvisor, and Financial Advisor Magazine.

Click on the text links below to access our latest feature stories.

Sheaff Brock in the news, Dave Gilreath publications for ThinkAdvisor, view of a man sitting down at a cafe table from behind

Getting Clients to Buy Into the Return to Normalcy

January 24, 2024 | Commentary by David Gilreath | ThinkAdvisor

Getting Clients to Buy Into the Return to Normalcy, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for 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.

Sheaff Brock in the news, Dave Gilreath publications for Financial Advisor, large metal tangent pole with electrical wires running across with a yellow-green gradient background

Utilities: Unsexy But Highly Stable, With Reliable Dividends

December 29, 2023 | Commentary by David Gilreath | Financial Advisor

Utilities: Unsexy But Highly Stable, With Reliable Dividends, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for 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.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics, aerial view of waves crashing on the beach and the receding tide

The Inevitable Rise and Fall of Market Sectors

December 20, 2023 | Commentary by David Gilreath | Medical Economics

The inevitable rise and fall of market sectors, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for 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 in the news, Dave Gilreath publications for CNBC, close-up and abstracted view of light from a sparkler

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.

Sheaff Brock in the news, Dave Gilreath publications for CNBC, close-up of a skeleton key in a lock

With Continued Geopolitical Conflicts, Here Are Defense Stocks Investors Should Consider

December 1, 2023 | Commentary by David Gilreath | CNBC

With continued geopolitical conflicts, here are defense stocks investors should consider, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for 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.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics, symmetrical 6-story apartment buildings with brick and white facades

Indirect, angst-free ways to invest in real estate

November 30, 2023 | Commentary by David Gilreath | Medical Economics

Indirect, angst-free ways to invest in real estate, by Dave Gilreath, CFP,® principal and Chief Investment Officer, at Sheaff Brock Investment Advisors and Innovative Portfolios for 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 for those looking to dive in.

Sheaff Brock in the news, Dave Gilreath publications for ThinkAdvisor, bottle of hand sanitizer on a shelf with a plant

Do Your Clients Suffer From Infectious Doomsday Syndrome?

November 13, 2023 | Commentary by David Gilreath | ThinkAdvisor

Do Your Clients Suffer From Infectious Doomsday Syndrome?, by Dave Gilreath, CFP,® principal and Chief Investment Officer, at Sheaff Brock Investment Advisors and Innovative Portfolios for ThinkAdvisor.

Have you heard of Infectious Doomsday Syndrome (IDS)? Learn how it may be impacting your investments in a recent article by Sheaff Brock’s Managing Partner Dave Gilreath.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

Stocks vs. Bonds: There's No Contest

October 9, 2023 | Commentary by David Gilreath | Medical Economics

Stocks vs. bonds: There’s no contest, by Dave Gilreath, CFP,® principal and Chief Investment Officer, at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

In Dave’s article with Medical Economics, he considers key distinctions between stocks and bonds and details why discipline and patience are critical for successful stock investing.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics, far-off shot of a person standing on a sand dune with a trail of footprints in the sand

2023: The Terrible Financial Year That Isn’t

August 31, 2023 | Commentary by David Gilreath | Medical Economics

2023: The terrible financial year that isn’t, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for 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.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

The Negative Outlook on REITs is Overblown

August 30, 2023 | Commentary by David Gilreath & JR Humphreys | Medical Economics

The negative outlook on REITs is overblown, by Dave Gilreath, CFP,® principal and Chief Investment Officer, and JR Humphreys, CFA, CAIA, Senior Portfolio Manager, at Sheaff Brock Investment Advisors and Innovative Portfolios for 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.

Sheaff Brock in the news, Sheaff Brock commentary for The Portfolio Playbook

Helping You Help Your Clients: Learn How To Craft Your Investment Portfolio

August 24, 2023 | Interview with David Gilreath & 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.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics, shot from inside a dome looking up at metal joints and crossbeams

Investing Intelligence: Is There Growth To Be Found In The Building Materials Sectors?

July 31, 2023 | Commentary by David Gilreath | Medical Economics

Investing intelligence: Is there growth to be found in the building materials sectors?, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for 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.

Sheaff Brock in the news, Sheaff Brock news with Cboe Global Markets

Celebrating One Year of Innovative Portfolios ETFs at Cboe Global Markets

July 30, 2023 | Interview with David Gilreath & 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.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

The Building Blocks of Industry and Construction

July 21, 2023 | Commentary by David Gilreath | Medical Economics

The Building Blocks of Industry and Construction, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

As Dave 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.

Sheaff Brock in the news, Dave Gilreath publications for CNBC

Op-ed: Here's a Midyear Stock-Picking Guide for both Bears and Bulls Amid Recession Debate

June 23, 2023 | Commentary by David Gilreath | CNBC

Op-ed: Here’s a midyear stock-picking guide for both bears and bulls amid recession debate, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for CNBC.

In this month’s article for CNBC, Dave discusses some of the best sectors for recession disbelievers to invest in such as industrials, materials and financials.

Sheaff Brock in the news, Sheaff Brock news with PR Newswire

Happy 10th Birthday, Bulls of the Dow!

June 13, 2023 | Sheaff Brock News | Cision PR Newswire

Sheaff Brock’s Bulls of the Dow portfolio strategy is 10 years old, and we’re not changing a thing! To learn more about the inception of Bulls of the Dow and its performance over the past decade, check out our press release.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

Despite Sanguine Signs, It’s Still Hip to be a Market Bear

June 1, 2023 | Commentary by David Gilreath | Medical Economics

Despite sanguine signs, it’s still hip to be a market bear, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

A la the 1986 hit by Huey Lewis and the News, “Hip to Be Square,” Dave suggests for many professional investors, despite mounting signs that the bear market is on the way out, it’s still hip to be bear.

Sheaff Brock in the news, Dave Gilreath publications for Financial Advisor

TARP: A Stock City With Lower Risk And Good Potential

May 23, 2023 | Commentary by David Gilreath | Financial Advisor

TARP: A Stock City With Lower Risk And Good Potential, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Financial Advisor.

This month is all about ‘Tech At a Reasonable Price’. Dave reviews some smaller companies having trouble getting investors’ attention, which megacaps are buzzing, and where AI and semiconductors fall into all of this.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

Avoid "Diworsification" of Your Portfolio

April 28, 2023 | Commentary by David Gilreath | Medical Economics

Avoid “Diworsification” of Your Portfolio, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

This month Dave takes a look at ‘diworsification’ – is there such a thing as too much diversification, especially when global investments come in to play?

Sheaff Brock in the news, Dave Gilreath publications for CNBC

Op-ed: Fear Creates Growth Opportunities in Preferred Stocks

April 26, 2023 | Commentary by David Gilreath | CNBC

Op-ed: Fear creates growth opportunities in preferred stocks, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for CNBC.

In Dave’s Op-ed for CNBC, he discusses the growth opportunities in preferred stocks. As he states, “preferred prices generally remain depressed, creating opportunity for investors who don’t mind wading in when the water is still a bit muddy.”

Sheaff Brock in the news, Sheaff Brock news with PR Newswire and Cboe Global Markets

Ringing in the First Anniversary of Preferred-Plus and Dividend Performers ETFs at Cboe

April 25, 2023 | Innovative Portfolios News | Cision PR Newswire

This year marks the first anniversary of Innovative Portfolios’ (Sheaff Brock’s affiliate company) two ETFs, which were converted from mutual funds in 2022. In celebration, the Innovative Portfolios team rang the closing bell at Cboe Global Markets’ headquarters in Chicago on Tuesday, April 25th.

Sheaff Brock in the news, Dave Gilreath publications for ThinkAdvisor

Easing Client Anxiety From the ‘Econotalk’ Maelstrom

March 22, 2023 | Commentary by David Gilreath | ThinkAdvisor

Easing Client Anxiety From the ‘Econotalk’ Maelstrom, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for ThinkAdvisor.

For some investors, the speculation around further potential rate hikes is inducing anxiety, causing them to lose sight of basic investing principles. Dave discusses how we need to ignore the noise of ‘econotalk’ and why the best time to invest in the market may be now.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

Keeping the Right Assets in the Right Places

March 2, 2023 | Commentary by David Gilreath | Medical Economics

Keeping the Right Assets in the Right Places, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

Are you sitting on a bit of cash and wondering where to invest in 2023? This month, Dave looks at the merits of dividend stocks and how they may help you, financially and psychologically.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

Forget Stock Market Pessimism: Here's Five Reasons Why

February 27, 2023 | Commentary by David Gilreath | Medical Economics

Forget Stock Market Pessimism: Here’s Five Reasons Why, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

In what many would agree is refreshing news to hear, Dave tells us the most widely predicted recession ever may turn out to be similarly apocalyptic – imminent but not arriving, not this year at least. Market and economic history suggest that a recession in 2023 is highly unlikely.

DISCLAIMER

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.