Market Update Newsletters

Market Update Newsletters

Below is a list of our monthly Market Update PDF newsletters. Click the link to download the PDF.
Sheaff Brock market update newsletters, February 2024, close-up of an open book stacked on top of an open notebook

February 2024

Market Update

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.

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Sheaff Brock market update newsletters, January 2024, roll of stickers that say "I Voted Today"

January 2024

Market Update

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.

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Sheaff Brock market update newsletters, December 2023, close-up of code snippet on a screen

December 2023

Market Update

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

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Sheaff Brock market update newsletters, November 2023, close-up of leopard crouched behind grasses

November 2023

Market Update

“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.

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Sheaff Brock market update newsletters, October 2023, curled up roll of photography negatives

October 2023

Market Update

“History repeats itself. So you might wanna pay attention.” For October, Dave takes a trip down (a very short) memory lane to revisit the S&P 500’s performance over the last 2 years. With all that is going on in the world, can looking back give us any hope for the near future? Also, our financial planner Tiffany VanHook shares some tips for HSAs and year-end giving.

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Sheaff Brock market update newsletters, September 2023, several silver and rainbow-colored disco balls hanging against sequined background

September 2023

Market Update

This month, Dave checks in on how everyone is doing since TD Ameritrade was formally wiped off the face of the Earth. Sheaff Brock also received some exciting news this month and was honored to be recognized for all of their hard work.

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Sheaff Brock market update newsletters, August 2023, close-up of a microscope in a lab

August 2023

Market Update

In this month’s news article, Dave discusses how many advisors typically plan for average life expectancies which underestimates longevity risk. With medical advances extending lifespans, Dave thinks a different approach is better. He suggests your investments be titled toward growth of capital rather than fixed income.

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Sheaff Brock market update newsletters, July 2023, close-up of a Mario brick with a question mark on it

July 2023

Market Update

We’ve had a lot of questions recently about upcoming custodian changes and how they affect your relationship with Sheaff Brock. While TD Ameritrade accounts will be ‘gobbled up’ by Charles Schwab in September, and you may have opted to move over to Fidelity before the merger, Sheaff Brock will still be here to help you with your investment and planning needs – same as we’ve always been. Also, Dave provides a quick review of what the S&P 500 has been up to and how our portfolios are performing.

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Sheaff Brock market update newsletters, June 2023, wooden-paneled station wagon parked in a parking lot

June 2023

Market Update

This month, we celebrate the longest bear market in 75 years! If you stayed the course, congratulations are in order. Also, Dave talks about the best seat in a station wagon, who would be sitting where in said station wagon, and what a 20-year-long stock market ‘road trip’ might look like if you’re heading to Retirement, USA.

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Sheaff Brock market update newsletters, May 2023, black and white image of the Statue of Liberty surrounded by fog

May 2023

Market Update

Traditionally, dull, low-volatility markets have often been rising markets – how is volatility doing today and what might that mean for your accounts? For ‘The Month of May,’ Dave takes a look at the debt limit doomsday, a smiley face chart and, of course, the Indy 500.

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Sheaff Brock market update newsletters, April 2023, close-up of a one dollar bill on a table

April 2023

Market Update

This month Dave discusses how a recession may be in our future and why we shouldn’t worry. He also provides insight into the U.S. dollar and how it has been the dominant currency for global trade for about 100 years.

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Sheaff Brock market update newsletters, March 2023, photo of a diver underwater wearing fins, surrounded by fish

March 2023

Market Update

How does a financial custodian work and why does it matter? Big changes for custodians are coming in 2023. In this month’s newsletter, Managing Director Dave Gilreath provides a deep dive into custodian diversification and what options Sheaff Brock clients can expect.

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