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, MD Magazine (Physicians' Money Digest), Seeking Alpha, and Financial Advisor Magazine.
Click on the text links below to access our latest feature stories.
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August 26, 2020, Commentary by David Gilreath for Financial Advisor +
As Correlations Shift, So Should Asset Allocation Logic, by David Gilreath, principal and Chief Investment Officer at Sheaff Brock for FA Financial Advisor Magazine
With fixed-income performance withering in recent years, advisors are hearing from clients about shrinking yields. But most aren't aware of the trends now erasing deeply-held beliefs about the traditional 60-40 stocks-to-bonds allocation. Dave Gilreath details the correlation changes for Financial Advisor.
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July 28, 2020, Commentary by David Gilreath for MD Magazine +
This Overlooked Fixed-Income Vehicle Pays High Yields, by David Gilreath, principal at Sheaff Brock, and JR Humphreys, Sheaff Brock Senior Portfolio Manager, for HCPLive.com (formerly MD Magazine)
In a bond market with corporate yields a shadow of their former selves and Treasury yields starting even lower, investors may be well-served to consider preferred shares as an alternative for better income.
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June 17, 2020, Commentary by David Gilreath for CNBC +
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May 27, 2020, Commentary by David Gilreath for Physicians' Money Digest +
The Investing Herd Data Indicates Potential Opportunity Ahead, by David Gilreath, principal at Sheaff Brock, for Physicians’ Money Digest
How can contrarian buy signals (or, going against the consensus of 'WWTHD') aid investors in the current market? Dave looks at the benefits of 'stepping to a different drummer' when it comes to timing your trades.
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March 6, 2020, Article by David Gilreath for Seeking Alpha +
Stocks in Bonds' Clothing and the "Yield Rally," by David Gilreath, principal at Sheaff Brock, for Seeking Alpha
Stocks in bonds’ clothing may be an apt description of how preferred shares tend to work. Preferreds are a strange hybrid of stocks and bonds that, despite the corona-triggered market decline, experienced an increase in dividend yields. Dividend income is the main reason investors should consider them.
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February 25, 2020, Article by David Gilreath for Seeking Alpha +
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January 3, 2020, Article by David Gilreath for Seeking Alpha +
CVS and BMY Still Undervalued Despite Strategic Moves, by David Gilreath, principal at Sheaff Brock, for Seeking Alpha
Despite healthcare stocks having generally good fundamentals in recent years, the market is still underpricing this category due to regulatory fears and the 2020 election healthcare debate. Yet American demand for quality healthcare won’t change, which may provide opportunities for investment growth ahead.
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November 22, 2019, Article by David Gilreath for CNBC +
Preferred Stocks Offer Investors an Alternative to Bonds—And Active Management has been Better, by David Gilreath, principal at Sheaff Brock, for CNBC
As fearful investors have settled for lower yields to reduce risk in recent months, they've poured more than $293 billion into bond funds in the 12-month period preceding September. However, in their flight from stocks, many investors are overlooking a practical alternative to bonds that typically pays higher yields: preferred stocks.
Dave Gilreath explains the potential advantages of preferreds—better yields and reduction of risk from both common stock and bond holdings.
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October 24, 2019, Article by David Gilreath for Financial Advisor Magazine +
Easing Fears and Reducing Risk With Value Stocks, by David Gilreath, principal at Sheaff Brock, for Financial Advisor
Abundant data suggest that a recession isn’t just around the corner, but expectations of near-term economic and market doom have many individual investors fearful for the fate of their portfolios.
Managing clients in this state is a difficult advisory challenge. But what if you could adjust client portfolios in a way that might assuage their fears, provide some protection in a slowing market, and still position them well if the bull continues? Dave Gilreath shares potential opportunities in a recent article for Financial Advisor magazine.
Sheaff Brock Investment Advisors, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor’s portfolio. A list of all specific recommendations made by the firm for the past year is available upon written request.
