In The News

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.”

Why Avoiding “Diworsification” is a Good Idea, 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?  

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.

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.

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.