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.’
With the upcoming election only 6 weeks away, Dave discusses the history of the national debt, the actions of a few of the trendier Founding Fathers, and asks 'how much is too much?' Also, an exciting announcement about E*Trade (and an update-of-sorts about the TD Ameritrade and Schwab merger), and a review of how our portfolios are holding up in the current market.
This month, Dave compares Growth stocks to Value stocks - which is the 'cool kid', which has performed better in the past and, most importantly, how can we put it to work for you? Also, how to watch our new Market Shorts videos about hot topics like the upcoming election and the new market highs we've been seeing recently.
This quarter's 20% rally (offsetting the first quarter's 20% drop) is the first such swing since the Great Depression - TSA security checks are up nearly tenfold, retail sales are almost back to pre-COVID levels and there appears to be a light end the end of the (probably still quite choppy) tunnel. This month, we look a bit further ahead - to the election - and see how different results may affect the market.
This year has been almost unbelievable - starting like an impeachment crisis, transitioning to a pandemic, which turned into an economic crash, and is now becoming massive urban unrest - what's next? For June, Dave considers the effect of COVID-19 so far, how the Fed is helping, and how the rest of the year may shake out.
Right now there is a really long list of 'unknowns' - how long will the economy be shut down and can it just 'reopen'? What about sporting events and restaurants? Will the virus come back in the autumn? We look at the current questions everyone is asking, but also consider some 'knowns' which hopefully bring some comfort.