In the News

Elevated bond yields have advisors thinking about adding more bonds into their portfolios. And that certainly is an option, but according to Managing Director Dave Gilreath and Senior Portfolio Manager JR Humphreys, so is adding preferred stocks instead, which are experiencing their own growth spurt.

What market sectors do you think will grow in 2024? Managing Director Dave Gilreath shares his thoughts in his latest article for Medical Economics.

American investors have long been investing in Chinese stocks, despite the fact that they haven’t typically produced positive returns. Managing Director Dave Gilreath dives into this investing phenomenon by assessing the current risks of investing in Chinese stocks.

Getting Clients to Buy Into the Return to Normalcy, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for ThinkAdvisor.

The past four years have been filled with twists and turns on the economic rollercoaster, but a return to normalcy seems to be on the horizon. However, some advisors and investors are still feeling cautious. Read on for Managing Director Dave Gilreath‘s take.

Utilities: Unsexy But Highly Stable, With Reliable Dividends, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Financial Advisor.

Utilities may not be the sexiest stock to own, but they make up for it with their potentially reliable dividends. Managing Partner Dave Gilreath discusses this and more in his latest Financial Advisor article.

The inevitable rise and fall of market sectors, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

In his latest Medical Economics article, Managing Partner Dave Gilreath posits that similarities to Newton’s universal law of gravitation can be seen in the stock market with the rise and fall of stock sectors.

Sheaff Brock received incredible news in the last half of 2023! Want to know what it was? Benzinga wrote all about it in their latest article.

With continued geopolitical conflicts, here are defense stocks investors should consider, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for CNBC.

During times of geopolitical conflict, it’s natural that investors may think about defense stocks. In his latest CNBC article, Managing Director Dave Gilreath analyzes a variety of defense companies and stocks for investors to consider.

Indirect, angst-free ways to invest in real estate, by Dave Gilreath, CFP,^® principal and Chief Investment Officer, at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

Investing in real estate can possibly result in long-term gain, but at what price? Sheaff Brock’s Managing Partner Dave Gilreath breaks down indirect ways to invest in real estate for those looking to dive in.

Do Your Clients Suffer From Infectious Doomsday Syndrome?, by Dave Gilreath, CFP,^® principal and Chief Investment Officer, at Sheaff Brock Investment Advisors and Innovative Portfolios for ThinkAdvisor.

Have you heard of Infectious Doomsday Syndrome (IDS)? Learn how it may be impacting your investments in a recent article by Sheaff Brock’s Managing Partner Dave Gilreath.

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.

2023: The terrible financial year that isn’t, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

After more than half a year of doomsday forecasts for the 2023 stock market, Managing Director Dave Gilreath says it may turn out to be the terrible financial year that wasn’t. In this Medical Economics article, he looks back at the year so far and analyzes how the market is doing and where it may go next.

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.

Investing intelligence: Is there growth to be found in the building materials sectors?, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

Managing Director Dave Gilreath explores the building materials sectors and whether there is potential growth to be had there, particularly as the market shifts from a bear market to an embryonic bull market.

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.

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.

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.