If you don't know where you are going, you'll end up someplace else.
Below is a list of our Market Update PDF newsletters. Click on the text link to download the pdf.
Case Study: Harnessing Stock Market Volatility to Add Incremental Return, by David Gilreath, principal at Sheaff Brock
An in-depth look at how advisors and their clients may be able to embrace the volatilty they fear and turn it into additional return by using a sound overlay strategy, planning for the long-haul, and approaching options with the correct methodology and understanding.
This month, we celebrate the ten-year anniversary of the 'devilish low' S&P 500 (a bottom of 666 on March 9th, 2009). Scale forward a few years to 2014 and we were confident there were still another 10,000 points of growth to eke out of the Dow, then at 17,300. So, another 5 years later, how are we doing? We take a look at the history of US Bear and Bull Markets, and highlight a few pros and cons about the current market environment.
After the worst December ever for the stock market, January brought us the best January in over 30 years! Shall we celebrate yet or hold our breaths for what this pre-election year may bring? This month, we look at how the market has historically performed during all stages of the 'presidential cycle', and what that can mean for the rest of our year. Also, we have our usual portfolio updates along with a stellar 'surprise' January-return for one of our generally-sleepy strategies.
Sheaff Brock Market Outlook 2019, by David Gilreath, principal at Sheaff Brock
As 2018 comes to an end, we share our opinion (ie. best guesses) for what 2019 will bring.