December 2019 - Sheaff Briefs

Street Sign of Worst and Best | Double Decade Stock Market | Sheaff Brock

27 Dec

Believe It or Not — Stellar 2019 Ends Second-Worst Double Decade in History

“For investors, the past decade was a marvelous run, but that tells only half the story,” Ben Carlson writes in Fortune. Not only were the 2010s the first decade since 1850 that the U.S. did not experience a single recession, the stock market has hit more than 200 new all-time highs on the S&P this decade alone. A chapter in Chip and Dan Heath’s book, The Power of Moments, offers a valuable perspective. Research has found, the authors note, that [...]

By Sheaff Briefs Editor Perspectives, Possibilities
20-year period, Ben Carlson, Chip and Dan Heath, double decade stock market, duration neglect, Fortune, investment potential, recession, S&P, Sheaff Brock Managing Director Dave Gilreath, Sheaff Brock Managing Director David Gilreath, stock market highs, stock market results Read more...

Holiday "gift bags" filled with last-minute ideas for investors' year-end planning | Sheaff Brock

19 Dec

A Potpourri of Year-End Planning Ideas

Just as retailers—and etailers—are out in force with eleventh-hour holiday gift ideas, financial companies are offering “gift bags” filled with last-minute ideas for investors’ year-end planning. And, while it’s never too late for financial planning, there are certain December deadlines and cutoff dates, as Kiplinger.com details: RMDs Required Minimum Distributions from IRAs, 403(b)s and 401(k)s must be completed by December 31. However, for the year in which you turn 70.5, you may defer your first RMD until April 1st of the [...]

By Sheaff Briefs Editor Perspectives, Possibilities
529 contributions, financial planning, investors year-end planning, required minimum distributions, retirement plans, Roth conversions, Sheaff Brock, Sheaff Brock senior portfolio manager JR Humphreys, Sheaff Brock Senior Vice President of Investments Christy Jordan, tax loss harvesting, year-end planning Read more...

Sheaff Brock | Dogs of the Dow Strategy - bulldogs in the office

16 Dec

A Bullish Approach to “Dogs of the Dow”—Part One

Nearly thirty years in use, the term “Dogs of the Dow” is hardly new to investor vocabulary. The concept—out of the 30 stocks that make up the Dow Jones Industrial Average, choose the ten with the highest dividend yield. Dogs of the Dow is based on investors’ intent to “buy low, sell high.” The premise, as Investopedia explains, is that blue chip companies such as those included in the DJIA rarely alter their dividend payouts. The dividend can thus be [...]