Tag - investment strategies

apartment reits in diversified real estate & income portfolio sheaff brock investment advisors

Make Room for REITs in Your Portfolio

Real estate investment trusts, or REITs, are companies that own, and in most cases manage, income-producing real estate. In today’s environment, REITs may make a lot of sense for investors seeking diversification and yield. Perhaps you’ve avoided owning income-producing real estate because you’re uncomfortable losing liquidity. Since REITs trade on major exchanges like stocks, they offer the potential for a more liquid stake in real estate. In fact, as Investopedia explains, the three primary advantages of REITs include: active [...]

Sheaff Brock REITs portfolio investment strategy

The Importance of REITs in a Diversified Portfolio

A real estate investment trust (REIT) is a company that owns, and in most cases operates, income-producing real estate. In today’s environment, Sheaff Brock Managing Director Ron Brock explains, REITS can make a lot of sense for investors searching for diversification and yield. While direct ownership of income-producing real estate typically means loss of liquidity, REITS trade on major exchanges like stocks and can provide investors with an extremely liquid stake in real estate. In fact, the three primary advantages [...]

Sheaff Brock Investment Advisors Indianapolis Mid-Cap Performance analysis

Neither Too Big Nor Too Small, Midcaps May Turn Out to be “Just Right”!

Most investors are accustomed to paying attention to small company stocks (they’re exciting) or large caps (they’re familiar), but often need to be reminded of a third, sometimes “forgotten,” asset class that has the potential of being (as Goldilocks would put it) “just right” for their portfolios. With the necessary caveat that “past performance is no guarantee of future results,” Sheaff Brock Mid-Cap 10 portfolio manager Paul Coan likes to point out that midcap stocks tend to be more stable [...]

Sheaff Brock Mid-Cap 10 One-Two Punch

The One-Two Punch Potential of Mid-Cap Stocks

Market capitalization? Just a fancy name for a straightforward concept, says Investopedia.com. The market value of a company’s outstanding shares is calculated by taking the stock price and multiplying it by the total number of shares outstanding. (It’s a misconception that the higher the stock price, the larger the company, Investopedia goes on to explain; the true value is affected by the number of outstanding shares each company has in addition to its price.) Used to be, stocks fell into [...]

Sheaff Brock perspectives on investing for retirement dividend income and growth

Not Your Grandfather’s Retirement Portfolio

“We are living in an interesting time,” says Sheaff Brock Director and National Sales Manager, Jim Murphy, “and three factors are going to make all the difference when it comes to retirement planning.” Those factors are: Longevity Low capital market expectations Low interest rates (with the threat of ‘rising interest rates’ looming) Murphy believes that, “The idea of basing your sole retirement income on dividends and interest [from your investment portfolio] can be a challenge for investors facing retirement. Investors [...]

Sheaff Brock | Mid-Cap stocks may be just right asset category; just like Goldilocks' chair

Could Mid-Cap Serve as the Goldilocks Asset Category?

Remember the story of Goldilocks and how the little girl tried sitting in each of the Three Bears’ chairs? After rejecting the first two chairs because they were the wrong size, she tries the third: “Ahhh, this chair is just right,” she sighs. Most investors look at small stocks (they’re exciting) or large cap stocks (they’re familiar). But midcap stocks can be the “forgotten” asset class that may turns out to be “just right,” points out Sheaff Brock portfolio manager [...]

Sheaff Brock Investment Advisors - recommendations for financial planning and investment strategy for distribution phase of retirement

More from Sheaff Brock about Angela’s Angst

Wealth manager Jerry Miccolis, CFP®, CFA, writing in the Journal of Financial Planning, created a character named Angela who, as she and her husband enter the “distribution phase” of their financial lives, is concerned about her financial future. What advice might YOU give to Angela? Miccolis asks other investment advisers. In an interview with our Sheaff Brock editor, wealth manager and financial planner Paul Coan responds. In Miccolis’ construct Angela is particularly uneasy about four specific pieces of investment advice [...]

Sheaff Brock financial planning advice for distribution phase of retirement

Sheaff Brock Addresses Angela’s Angst

Angela isn’t a real person, merely a “fictional amalgam” created by wealth manager Jerry Miccolis, CFP®, CFA, writing in the Journal of Financial Planning. But Angela’s concerns about her financial future, Miccolis claims, are very real indeed, typical of the angst many clients feel as they enter the “distribution” phase of their financial lives. “Readers of my prior contributions to the Journal will probably know how I would respond if Angela came to me,” Miccolis writes. “What advice would YOU [...]

Sheaff Brock Investment Advisors - post-election investment strategies

In the Wake of the Election, Looking to the Long Term

“Myths abound, but when it comes to your portfolio, it doesn’t matter much which party winds up in the White House,” at least according to Anne Kates Smith, senior editor of the Kiplinger Report. Conventional wisdom might suggest that Republicans are more “business-friendly” than Democrats, yet when we look back to 1900, it appears Democrats have actually been slightly better for stocks. Dave Gilreath, Sheaff Brock’s Chief Investment Officer, isn’t getting rattled by the post-election turmoil, either. Gilreath’s outlook on [...]

Sheaff Brock Investment Advisors tax harvesting investment strategies portfolio gains

Harvesting Losses can be about More than Taxes

Tax loss harvesting is the practice of selling a security that has experienced a loss. By realizing, or “harvesting” that loss, investors are able to offset taxes on both gains and income. The sold security might be replaced by a similar one to maintain the same asset allocation strategy. How does tax loss harvesting work? An advantage of taxable accounts is the ability to use the losses that inevitably occur in some years to lower your tax bill. There are three [...]