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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.
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.
Seven Talking Points To Ease Clients' Market Gloom, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Financial Advisor.
If current market trends have you feeling a little extra doom and gloom these days, Dave has a few pointers that may help boost your optimism (including indications regarding inflation, how long 'bears' tend to hibernate for, and what the upcoming election may bring).
The Slow Fertilization of Broad Infrastructure, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Financial Advisor
Use key sectors to stake your position in a chaotic stock market, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
Think Markets Are Bad Now? Look Back in Time, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for ThinkAdvisor.
Informing your perspective on the bear market, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.
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.