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ArchivesSheaff Briefs Editor2016-09-15T20:36:50+00:00

Sheaff Brock Market Update

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two puppies | the difference between SPX and SPY | Sheaff Brock
06 Aug

SPY and SPX—What’s the Diff and Does the Difference Matter?

In a rather cryptic and historical intro to the subject of options, Yahoo Finance states: “When it comes to the... read more

Actively Sailing Showing Active Management of Portfolios | Sheaff Brock Investment Advisors
19 Jul

Staying Active with Preferreds

The Sheaff Brock Preferred Income portfolio is an actively managed strategy, and there are reasons why. With the two-part... read more

purple duck in a sea of yellow ducks show customized financial planning solutions | Sheaff Brock
10 Jul

Are You Mr. A or Ms. B.? — Customized Financial Planning Solutions

There are six steps to the financial planning process, the CFP Board explains: Establishing and defining the client-planner relationship ... read more

REIT Investing and the New Tax Law | Sheaff Brock
21 Jun

New Tax Law May Favor REIT Investors

The Tax Cuts and Jobs Act is set to deliver significant tax savings over the next decade, which might... read more

Two Faces to Show Upside Volatility and Downside Volatility | Sheaff Brock
14 Jun

The Two Faces of Volatility

“Remember that there are two varieties of volatility. Downside volatility is the type to avoid, not generally upside volatility,”... read more

Talking with investment advisor about option strategies | Sheaff Brock
31 May

Are You and Your Advisor Talking About Options Strategies?

The study results represented good news for the Options Industry Council. The OIC had commissioned global research and consulting... read more

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Sheaff Brock Investment Advisors is an independent investment advisory that builds and maintains innovative portfolios for intelligent investors. The firm manages more than $1.1 billion in assets for high net-worth individuals nationwide. Disclosures: Sheaff Brock Investment Advisors, LLC is a Federally-registered investment adviser with the SEC. This web site is informational only, intended for institutional investors, and does not replace the form ADV Part 2A or fact sheets for the highlighted portfolio offerings.
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  • Home
  • Perspectives
  • Portfolios
  • Possibilities
  • Archives
  • Sheaff Brock Website
  • Disclosures

Sheaff Brock Market Update

Interested in receiving monthly updates from Sheaff Brock on our perspectives and our portfolios?

Sign up to receive our monthly newsletter in your mailbox!

null

Sign up to receive the Sheaff Brock monthly newsletter via US Mail.








Close

Categories

  • Perspectives
  • Portfolios
  • Possibilities

Latest Posts

two puppies | the difference between SPX and SPY | Sheaff Brock
06 Aug

SPY and SPX—What’s the Diff and Does the Difference Matter?

In a rather cryptic and historical intro to the subject of options, Yahoo Finance states: “When it comes to the... read more

Actively Sailing Showing Active Management of Portfolios | Sheaff Brock Investment Advisors
19 Jul

Staying Active with Preferreds

The Sheaff Brock Preferred Income portfolio is an actively managed strategy, and there are reasons why. With the two-part... read more

purple duck in a sea of yellow ducks show customized financial planning solutions | Sheaff Brock
10 Jul

Are You Mr. A or Ms. B.? — Customized Financial Planning Solutions

There are six steps to the financial planning process, the CFP Board explains: Establishing and defining the client-planner relationship ... read more

REIT Investing and the New Tax Law | Sheaff Brock
21 Jun

New Tax Law May Favor REIT Investors

The Tax Cuts and Jobs Act is set to deliver significant tax savings over the next decade, which might... read more

Two Faces to Show Upside Volatility and Downside Volatility | Sheaff Brock
14 Jun

The Two Faces of Volatility

“Remember that there are two varieties of volatility. Downside volatility is the type to avoid, not generally upside volatility,”... read more

Talking with investment advisor about option strategies | Sheaff Brock
31 May

Are You and Your Advisor Talking About Options Strategies?

The study results represented good news for the Options Industry Council. The OIC had commissioned global research and consulting... read more

Archives

  • August 2019
  • July 2019
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  • December 2018
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Tags

"Wall of Worry" active portfolio management bull market capital appreciation corporate earnings Dave Gilreath diversification and yield dividends ETFs exchange-traded fund financial planning investment income investment opportunities investment portfolio investment strategies less volatility long-term strategy long term investment plan managing risk market volatility portfolio diversification portfolio strategy preferred income preferred securities preferred stock preferred stocks put options Real Estate Investment Trust REITs retirement income rising interest rates S&P 500 Sheaff Brock Sheaff Brock Director Jim Murphy Sheaff Brock Investment Advisors Sheaff Brock Managing Director Dave Gilreath Sheaff Brock Managing Director David Gilreath Sheaff Brock Preferred Income portfolio Sheaff Brock senior portfolio manager JR Humphreys stock market stock prices stocks and bonds VIX volatility wise investment decisions