Market Update Newsletters

Below is a list of our monthly Market Update PDF newsletters. Click on the text link to download the pdf.

Market Update: April 2022 +

For April we have a discussion on the VIX and why it should be look at in a more positive light. Dave also has a quick update on first quarter performance of each of the strategies.
Market Update: March 2022 +

This month we discuss the current geopolitical climate and how the markets tend to react. Dave gives a brief update on our strategies. Also please note that our monthly portfolio conference calls are now on Zoom, so they will be more interactive, join us live!
Market Update: February 2022 +

As February comes to an end we need to start looking towards what we will see from the market in March. The news will be dominated by the Fed raising the Fed Funds rate and the impact on stock prices. Dave also gives a quick update on the performance of each strategy and which ones could be "on sale."
Market Update: January 2022 +

Happy New Year! As we kick of 2022 we look into the best places to find income in your portfolio. Dave also gives a quick update on the yearly performance of each strategy.
Market Update: December 2021 +

Happy Holidays! With 2022 quickly approaching, Dave looks into what the market may look like in the new year. Please look at the Financial Planning tips for some things to consider in 2022.
Market Update: November 2021 +

Happy Thanksgiving from all of us at Sheaff Brock. This month, Dave discusses typical "inflation hedges" to find the best place invest your money to combat the higher price of your Thanksgiving meal.
Market Update: October 2021 +

Grab your popcorn, the fourth quarter is upon us. Dave discusses historical fourth quarter performance and why we could be in for quite the show this time around. We'd also like to metion that Sheaff Brock has once again been named as one of the top 100 financial advisors in American by CNBC.
Market Update: September 2021 +

This month, Dave answers the question, 'is now a good time to be in the stock market?' He does so by discussing market timing as an unsuccessful investment strategy. Please take a look at our portfolio updates for a quick look at current markets and how the portfolios are performing.
Market Update: August 2021 +

This month, Dave discusses inflation and why a popular inflation hedge may not be all it's made out to be. We also bring back the strategy breakdown and performance discussion.
Market Update: July 2021 +

For July, Dave discusses the economic outlook of the U.S. vs. China and why the demographics of the U.S. will help lead the way. We also unveil a new format for Innovative Portfolios' return information.
Market Update: June 2021 +

This month Dave tackles inflation fears, labor shortage, inflation, and an outlook on interest rates. Also, Dave gives a brief run down of the strategies and their performance year to date.
Market Update: May 2021 +

The current discussion of tax law changes produce many scary headlines. We hope to provide some information to get past the headlines and look at how the market has reacted in the past.
Market Update: April 2021 +

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.
Market Update: March 2021 +

For March, we look at the "safety" of bonds compared to equities and preferreds. Can preferreds provide the safety that you're looking for from bonds? Also, Dave gives a high level breakdown of each strategy and their performance so far in 2021.
Market Update: February 2021 +

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.
Market Update: January, 2021 +

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
Market Update: December, 2020 +

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.
Market Update: November, 2020 +

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.’

Market Update Newsletters

Market Update: April 2022 +

Market Update: March 2022 +

Market Update: February 2022 +

Market Update: January 2022 +

Market Update: December 2021 +

Market Update: November 2021 +

Market Update: October 2021 +

Market Update: September 2021 +

Market Update: August 2021 +

Market Update: July 2021 +

Market Update: June 2021 +

Market Update: May 2021 +

Market Update: April 2021 +

Market Update: March 2021 +

Market Update: February 2021 +

Market Update: January, 2021 +

Market Update: December, 2020 +

Market Update: November, 2020 +