If you don't know where you are going, you'll end up someplace else.
Below is a list of our monthly Market Update PDF newsletters. Click on the text link to download the pdf.
This month, we look into inflation and how it may impact the markets. Dave gives a summary of the stratgies, discusses the first quarter performance and highlights the recent trading activity. We also want you to be aware of a project we need your help with regarding our sister company, Innovative Portfolios.
A Correction is Coming! What to look for and how to handle it when it arrives. Also, Dave gives a brief overview of each Sheaff Brock Strategy and highlights some recent activity in the products. Also, we’d love if it you could read the important note about our use of DocuSign and a project we may need your help on.
Happy New Year! We start out this month with a call for optimism (Dow 50k!) and review a few of the unforeseen benefits from last year (yes, there were some…). Also, Dave recaps the annual performance for each Sheaff Brock Strategy and provides an update on our new offering, Outlier Growth. Last but not least, we’d love if it you could read the important note about our use of DocuSign and a project we may need your help on
We finally made it! The end of 2020 is upon us. Despite the many issues that 2020 presented, we still feel optimistic about the potential of the stock market in the years to come. This month, Dave compares the Roaring 1920s to what may happen during the rest of the Roaring 2020s. We hope you have a safe and healthy holiday season.
Happy Thanksgiving from all of us at Sheaff Brock! This month, Dave discusses ‘outliers’ – the overachievers you may recognize from newspapers, textbooks and the occasional Wheaties box - and how the idea of outliers can be applied to picking stocks. Also read about our exciting new portfolio offering, unofficially nicknamed the ‘O.G. 33.’