December 2016 - Sheaff Briefs

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

30 Dec

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 [...]

By Sheaff Briefs Editor Perspectives, Possibilities
alternative income source, equity/fixed income allocation, financial planning, fixed income, investment strategies, wise investment decisions Read more...

Sheaff Brock financial planning advice for distribution phase of retirement

23 Dec

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 [...]

By Sheaff Briefs Editor Perspectives
ETFs, financial planning, investment strategies, long term investment plan, option overlay strategy, preferred stocks, yield in fixed income Read more...

Sheaff Brock Investment Advisors - post-election investment strategies

21 Dec

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 [...]

By Sheaff Briefs Editor Perspectives, Possibilities
energy stocks, industrials, investment opportunities, investment portfolio, investment strategies, long term investment plan, long-term strategy, pharmaceutical stocks, transportation stocks Read more...

Sheaff Brock end-of-year financial planning for investments and financial tax planning

12 Dec

More Items for Your Year-End Financial Planning List

(Continued from “Some To-Do, Not-to-Do, & ‘It-Depends’ Items for Your Year-End List”) There’s no lack of financial planning and investment “tweaks” to consider as the fall season comes to an end, financial planning practitioner Paul Coan reminds Sheaff Brock investors. And, while some tactics may not prove best given your individual situation, others might have the potential to enhance tax savings at year-end and moving into 2017. As always, Coan cautions, it’s a good idea to speak with your CPA or [...]

By Sheaff Briefs Editor Perspectives, Possibilities
financial planning, investment planning year-end review, long term investment plan, year-end tax planning Read more...

Sheaff Brock Investment Advisors tax harvesting investment strategies portfolio gains

07 Dec

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 [...]