Market Update Newsletters

Market Update Newsletters

Below is a list of our monthly Market Update PDF newsletters. Click the link to download the PDF.
Sheaff Brock market update newsletters, May 2024, man and woman with a marker in her hand standing in front of a whiteboard

May 2024

Market Update

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.

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Sheaff Brock market update newsletters, April 2024, black and green racecars driving side by side on a track with smoke behind them

April 2024

Market Update

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!

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Sheaff Brock market update newsletters, March 2024, red neon sign that says "Buy" lit up in front of an American flag

March 2024

Market Update

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.

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Sheaff Brock market update newsletters, February 2024, close-up of an open book stacked on top of an open notebook

February 2024

Market Update

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.

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Sheaff Brock market update newsletters, January 2024, roll of stickers that say "I Voted Today"

January 2024

Market Update

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.

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Sheaff Brock market update newsletters, December 2023, close-up of code snippet on a screen

December 2023

Market Update

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

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Sheaff Brock market update newsletters, November 2023, close-up of leopard crouched behind grasses

November 2023

Market Update

“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.

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Sheaff Brock market update newsletters, October 2023, curled up roll of photography negatives

October 2023

Market Update

“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.

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Sheaff Brock market update newsletters, September 2023, several silver and rainbow-colored disco balls hanging against sequined background

September 2023

Market Update

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.

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Sheaff Brock market update newsletters, August 2023, close-up of a microscope in a lab

August 2023

Market Update

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.

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Sheaff Brock market update newsletters, July 2023, close-up of a Mario brick with a question mark on it

July 2023

Market Update

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.

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Sheaff Brock market update newsletters, June 2023, wooden-paneled station wagon parked in a parking lot

June 2023

Market Update

This month, we celebrate the longest bear market in 75 years! If you stayed the course, congratulations are in order. Also, Dave talks about the best seat in a station wagon, who would be sitting where in said station wagon, and what a 20-year-long stock market ‘road trip’ might look like if you’re heading to Retirement, USA.

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