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Even if you're on the right track, you'll get run over if you just sit there.
—Will Rogers
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 CNBC, Investopedia.com, HCP Live® (formerly MD Magazine/Physicians' Money Digest), Seeking Alpha, and Financial Advisor Magazine.
Click on the text links below to access our latest feature stories.
5 Things to Look for When Hiring a Financial Advisor, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Authority Magazine.
Sheaff Brock CIO Dave Gilreath reveals some interesting insights on investment philosophy and his childhood in this recent interview with Authority Magazine.
Market Dislocation Creates Small Cap Opportunities, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Financial Advisor.
A market dislocation is upon us and the winner could be Small Cap stocks. Dave looks into some examples of where the opportunities may lie in the small cap space.
Reality check: financial apocalypse isn't upon us, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
When predicting an ecomnomic collapse, it's best to look at the proper facts. Dave looks into those facts to help walk investors back from the edge.
High Stock Volatility Signals Investor Opportunity, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
High Volatility is often misunderstood. The volatility index (VIX) is actually a useful tool that, when used properly, can be used for gain. Dave explains what the VIX is and how to use it to make investing decisions.
Beware familiarity bias when choosing stocks, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
Picking stocks is hard. Picking stocks in your industry can lead to biases, good or bad. Dave discusses why it is prudent to eliminate bias when picking stocks in the healthcare sector and which companies have a better outlook in the current market.
Op-ed: Investors should look at technology, health care and industrials for long-term investing potential, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for CNBC.
A highly volatile market that is trending lower make stock picking a difficult task. Dave identifies industries that have companies with low valuations and good earning projections.
Identifying promising health care stocks, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
Picking stocks is hard. Picking stocks in your industry can lead to biases, good or bad. Dave discusses why it is prudent to eliminate bias when picking stocks in the healthcare sector and which companies have a better outlook in the current market.
TARP Means Tech At A Reasonable Price, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Financial Advisor.
Not all tech stocks are created equal, especially in today's market. Dave looks into the tech names that have the look of value stocks and why now may be a good time to lock in the lower prices.
Investing Myths Can Imperil Your Portfolio, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
Common investing myths become ingrained in investing culture. Intelligent investors should question those myths. Dave gives some reasons to debunk some of these popular myths.
4 Investment Myths Advisors Believe, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Think Advisor.
Some financial advisors embrace popular investing myths. Intelligent investors should question those myths. Dave looks at four common investings myths and gives some reasons to reject them.
Trends informing equity purchases in 2022, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Financial Advisor.
January can be a time when investors have extra cash ready to invest. Dave says to look at the trends when trying to determine where your money should go in early 2022.
Investor Sees Glass Half-Full For 2022, interview with David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Bloomberg Radio.
Dave Gilreath, CIO at Sheaff Brock and Innovative Portfolios, discusses the markets and why industrial companies could make for attractive investments in the near-term. Hosts: Carol Massar and Katie Greifeld. Producer: Paul Brennan.
Harnessing Equity Volatility With Option Overlays, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Financial Advisor.
Market volatility often cited as a reason for overreactions by investors. Dave looks into that misconception and discusses a strategy to utilize volatility for potential gains in your portfolio.
Bond alternatives for income amid high inflation, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
With bond interest rates withering and the rate of inflation rising, investors near retirement age are looking for sources of income. Dave examines alternatives to bonds while also discussing the risk profile of those investments.
Small company stocks appear poised for growth, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
The current outsiders of the equity market have been nearly flat for most of the year. Dave looks into the indicators for small company stocks' potential rebound.
Vaporizing Clients' Hobgoblins Of Irrational Fear, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Financial Advisor.
Inflation, supply chain, new COVID variants, these worries are front and center in investors' minds. Dave tackles these fears by arming you with a fact-based approach to squelch your clients' trepidations.
Value Stocks May Be Awakening For A Sustained Period Of Growth, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Seeking Alpha.
It's been a long time coming for value stocks. Dave looks into the indicators for value stocks to rise in the current economic conditions.
What physicians need to know about exchange-traded funds, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
Actively managed ETFs have changed the way investors think of ETFs. Dave Gilreath discusses how ETFs can be utilized to help build your portfolio.
Op-ed: An options-based ETF strategy can generate income, manage risk, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for CNBC
Individual investors can benefit from options ETFs if they start small after getting educated on their benefits versus costs. Dave Gilreath discusses how options ETFs can be used for income, risk hedging or both.
Faster Innovation and More Disruption Will Speed Growth, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors for Medical Economics
Disruption has been happening for centuries, it was just called something else. Dave Gilreath looks into historical innovation trends and how the current digital revolution will impact all market sectors.
China's Economy Will Be The Largest, But The US Will Soon Regain The Top Spot, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors for Seeking Alpha
China's economy is on the way to becoming the largest in the world, but demographic trends indicate a potential short stay at the top. Dave Gilreath looks into how the United States will be able to make China's time at the top a short one.
Investing intelligence: Tech companies with industrial clothing, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors for Medical Economics
Looking to invest in trendy tech stocks?. Dave Gilreath looks to the industrial sector for a lower-risk way to invest in the digital revolution.
Op-ed: Real estate investment trusts may provide inflation protection for investors, by David Gilreath, principal and Chief Investment Officer and Edward "JR" Humpreys II, senior portfolio manager at Sheaff Brock Investment Advisors for CNBC
Real Estate Investment Trusts were hobbled by the pandemic recessions, but are now rapidly recovering. Along with the economic recovery, rising interest rates are driving the growth so far this year. Dave and JR discuss these factors and how REITs may provide inflation protection in your portfolio.
Investing in the Post-COVID Stock Market, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock, for Medical Economics
The expectations of the post-COVID economic recovery helped fuel the bull market of 2020, now where do investors go from here? Dave Gilreath presents some ideas on where to turn in this current market.
'Normalizing' Your Clients For The Coming Market', by David Gilreath, principal and Chief Investment Officer at Sheaff Brock, for FA Financial Advisor
Some of your clients may be unfamiliar with idea of a 'normalized' market, they've only seen stocks go up. Dave Gilreath presents some talking points on a normal market, a return to value outperformance and a strategy for those addicted to growth.
Exorcising misconceptions on interest rate impact on stocks, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock, for Medical Economics
The notion that rising interest rates are bad for stocks is wrong and illogical. Dave Gilreath discusses this topic, inflation fears, market performance in these environments, and how to exorcise the fear in your clients' minds.
Conditioning Clients' Minds For Corrections, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock for FA Financial Advisor
Are you putting off the uncomfortable conversation with your clients? Dave Gilreath discusses strategies for dealing with clients with a potential correction on the horizon.
Equities likely to grow, but finding yield remains difficult, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock for CNBC
While the outlook is still positive for equity stocks, low interest rates have investors searching for yield. Have you considered alternative sources to find higher yields for your portfolio? Dave Gilreath discusses potential investments types that may be able to provide higher yields and gives an outlook on which sectors can provide growth in 2021.
Ways to Position for the New Infrastructure, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock for FA Financial Advisor
As the promise of vaccines to overcome coronavirus are fast becoming a reality for 2021, investors may now be able to consider potential for fixing the nation’s deteriorated infrastructure. Dave Gilreath reviews ways advisors might want to prepare for anticipated Congressional attention and federal spending in the coming year.
Straddling the Pandemic and Post-Pandemic Markets, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock for HCP Live® (formerly MD Magazine/Physicians' Money Digest)
How do you straddle the transition from a pandemic to a post-pandemic market? Dave Gilreath offers some perspectives on key sectors and industries.
Sheaff Brock announced the firm has been included in the 2020 CNBC Financial Advisor 100, a list ranking the top-rated financial advisory firms of 2020 for their comprehensive planning and financial services that help clients grow and protect their wealth. Read the full announcement here.