Market Update Newsletters

In this month’s newsletter, Managing Director Dave Gilreath relates the advice of tennis pro Roger Federer to the investing market: forget about the short-term outcomes that may or may not go your way and focus on the long-term instead.

So, who actually makes the decisions for your investment accounts at Sheaff Brock? The answer is, it’s actually a group of people! All of whom are quite smart, and all of whom have many years of portfolio-making experience. Read our May newsletter for a full breakdown.

There’s a belief out there that trying to beat the market is fruitless. When the “experts” out there tell investors to just buy a cheap index fund instead, why choose to work with a portfolio manager? Because, according to Managing Director Dave Gilreath, at Sheaff Brock, instead of accepting being average, we try to win. Read more in this month’s newsletter!

Managing Director Dave Gilreath compares capitalism to communism in this month’s newsletter and explores how each system creates (or doesn’t create) wealth for individuals. Dave touches on current events in Cuba, Scott Galloway’s new book, The Algebra of Wealth, and wraps up the newsletter with an overview of Sheaff Brock’s passive income strategy.

This month, Managing Director Dave Gilreath looks at January’s market performance and shares why it could be a sign of how the rest of the year will perform. He also revisits the concept of market corrections and cautions against those waiting for rate cuts with bated breath.

With a presidential election slated for later this year, Dave walks through the S&P’s performance during past election years, highlighting commonalities and what we might expect to see in 2024.

This month, Dave shines a spotlight on AI as it relates to investing, asking whether AI is overweighted in “artificial” and underweighted in “intelligence.”

“The big money is not in the buying and selling, but in the waiting.” With re-election season coming near, learn how the S&P 500 is predicted to perform. Plus, get details on Sheaff Brock’s performance this quarter in our November newsletter.

“History repeats itself. So you might wanna pay attention.” For October, Dave takes a trip down (a very short) memory lane to revisit the S&P 500’s performance over the last 2 years. With all that is going on in the world, can looking back give us any hope for the near future? Also, our financial planner Tiffany VanHook shares some tips for HSAs and year-end giving.

This month, Dave checks in on how everyone is doing since TD Ameritrade was formally wiped off the face of the Earth. Sheaff Brock also received some exciting news this month and was honored to be recognized for all of their hard work.

In this month’s news article, Dave discusses how many advisors typically plan for average life expectancies which underestimates longevity risk. With medical advances extending lifespans, Dave thinks a different approach is better. He suggests your investments be titled toward growth of capital rather than fixed income.

We’ve had a lot of questions recently about upcoming custodian changes and how they affect your relationship with Sheaff Brock. While TD Ameritrade accounts will be ‘gobbled up’ by Charles Schwab in September, and you may have opted to move over to Fidelity before the merger, Sheaff Brock will still be here to help you with your investment and planning needs – same as we’ve always been. Also, Dave provides a quick review of what the S&P 500 has been up to and how our portfolios are performing.