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: 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: October, 2020 +

This month, CNBC named Sheaff Brock one of the top 100 financial advisory firms in the US. We share the details, a quick reminder about the election and how the market has historically reacted to various results, and some portfolio updates.
Market Update: September, 2020 +

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.
Market Update: August, 2020 +

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.
Market Update: July, 2020 +

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.
Market Update: June, 2020 +

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.
Market Update: May, 2020 +

As the country charts a course toward reopening, we take a look at cost of living and a few various scenarios we may see for a market recovery.

Market Update Newsletters

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 +

Market Update: October, 2020 +

Market Update: September, 2020 +

Market Update: August, 2020 +

Market Update: July, 2020 +

Market Update: June, 2020 +

Market Update: May, 2020 +