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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, Medical Economics, Think Advisor, and Financial Advisor Magazine.
Click on the text links below to access our latest feature stories.
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.
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.
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.
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, 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.
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’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.
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.
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.
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?
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.”
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.
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.
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.
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.
Dividend Stocks Solve Problems in 2023 and Beyond, 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.
7 Talking Points to Demystify ETFs for Clients, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for ThinkAdvisor.
While some clients know exactly what an exchange-traded fund is, many others have nothing more than a vague notion, conflating them with mutual funds or index funds. As an advisor, why should you educate your clients on ETFs and the opportunities they present for you to engineer portfolios for exposure and diversification, while positioning for greater income?
Now is the Time for Active Portfolio Management, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
In the world of investing philosophies, there's an ongoing debate as contentious as Democrats vs. Republicans, dogs vs. cats, Star Wars vs. Star Trek - this month Dave reviews Active vs. Passive Management and why now may be time to join him on team Active Portfolio Management.
Chronic Shortage Will Sustain Homebuilders Long Term, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Financial Advisor.
With the mortgage rate whiplash of 2022 (which saw rates top 7%) what can investors expect for homebuilder stocks going into 2023? Dave looks at housing demand, employment, mortgage rates, and a few other factors you may not have considered, and what those mean for the major names in the industry.
Five Signs the Market May Be Heading for a Sustained Uptrend, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
In your opinion, is this 'the best of times' or 'the worst of times'? What if we were to challenge the common belief that 'the worst times' are 'the worst time' to invest, and consider that these extremes ('best' and 'worst') often present simultaneously, or at least overlap. In this month's Medical Economics, Dave outlines how, for long term investors, this bear market may not be such a bad thing.
Here are 6 stocks with excellent vital signs in the health-care sector, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for CNBC.
With the 'energizer bunny' sector, health care, growing and in high demand, Dave looks at 6 stocks (some well known, some less so) that may appeal to long-term investors seeking to add or increase exposure for the time being.
Two advantageous investing vehicles for perennial income, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
How can you protect your wealth from inflation’s erosion of buying power if the traditional solution — bonds — won’t do this job? Dave and JR look at (spoiler-alert) REITs and Preferred Stocks as an alternative for bond investors in this current market.