In The News

Op-ed: This "unfamiliar" type of bond fund may offer opportunities for fixed-income investors, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for CNBC.

Dave discusses how investors—discouraged by a bond market where yields are savaged by inflation—may find relief in what, for many, is an unfamiliar fixed-income vehicle: closed-end municipal bond funds.

Why Chip Stocks Are a Near- and Long-Term No-Brainer, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Financial Advisor Magazine.

Dave discusses that many recession fearing advisors may be missing the opportunity to take advantage of low semi valuations. In doing so, they may be part of a market that’s throwing the beautiful baby of chip stocks out with bathwater that includes high P/E companies with little or no profit.

Nine Fund Investments That Fight Inflation, Stagflation. David S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios, provides recommendations to Investor's Business Daily.

With inflation up and “stagflation” being bandied about on Wall Street, Investor's Business Daily reached out to several investment advisory firms to get their recommendations for investors. When asked “What, if anything, should you do to protect your portfolio from inflation?” Sheaff Brock’s Dave Gilreath reinforced the need to “stick with your plan.” Dave also suggested additional tools that may help tame inflation.

Low-Valuation REITs for Growth and Income, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

With many investors currently seeking assets that don’t always move with stocks, Dave looks at REITs - Real Estate Investment Trusts - alternative assets, often overlooked by individual investors, that may provide growth and dividend income for those burned by stock-heavy portfolios in this current market.

Op-ed: The Housing Shortage Will Actually Benefit Homebuilder Stocks. Here Are Some Companies to Watch. by David Gilreath, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for CNBC.

Have rumors regarding 'the impending doom' of homebuilder stocks been greatly exaggerated, or are they a fair evaluation of the battered industry? Dave makes a case for 'buying the cheapest house in an undervalued neighborhood', taking the stance that many of these stocks have gone from 'a bit overpriced' to 'substantially underpriced' in recent months, while also reviewing mortgage interest rates, housing supply and a few companies with good growth prospects.

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.