Tag - long-term strategy

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 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 - Year-end planning strategies

Some To-Do, Not-To-Do, and ‘It Depends’ Items for Your Year-End List

As the fall season sets in, there are certain end-of-year planning techniques you can begin implementing, financial planning professional Paul Coan reminds Sheaff Brock investors. There are some not-to-do items as well, Coan adds, and some “it depends” tactics that may or may not prove best given your individual situation. Since several, although not all, of these checklist items involve tax planning, there are a couple of cautions: Speak with your CPA or other tax advisor before implementing any tax-related [...]

index income strategy requires long-term strategy and patience

In an Index Income Strategy, Optimism and Patience are at a Premium

Investment clients who are bearish on equities—or who do not have the patience to wait through market corrections—need not apply, at least not for becoming invested in the Sheaff Brock Investment Advisors Overlay Strategy. That’s because this particular strategy is intended for long-term, time-premium capture strategy, and is not a trading strategy designed for quick gains. How does the strategy work? For each of three subsequent months, portfolio managers: Sell put options on an S&P 500 ETF (exchange-traded fund) Buy [...]