ETFs Archives - Sheaff Briefs

active management of individual stocks | Sheaff Brock

08 Jan

What Do Active Managers Do (That Index Funds Don’t)?

There are many people espousing the use of index funds, ETFs or other passive products, instead of using a firm like ours that provides active management of individual stocks (or like our sister company, Salzinger Sheaff Brock, that uses active management with a portfolio of ETFs and mutual funds), Sheaff Brock Managing Director Dave Gilreath reflected in an interview with our SheaffBriefs editor … It’s an old, old debate about which way to manage investments is better—you know, the active [...]

By Sheaff Briefs Editor Perspectives
active investment manager, active portfolio management, Dave Gilreath, ETFs, index put spreads, investment portfolio, long-term strategy, S&P 500 ETF, Salzinger Sheaff Brock, Sheaff Brock Managing Director, successful long-term investing Read more...

Salzinger Sheaff Brock | Mark Salzinger | Exchange-Traded Funds | investment strategy

18 Aug

The Anomalies and Advantages of Exchange-Traded Funds

Exchange-Traded Funds (ETFs), often described as “baskets” of marketable securities, contain anywhere from 30 or 40 stocks to thousands, with the typical ETF containing companies numbering in the hundreds. Asked to compare owning ETFs to owning individual stocks, Sheaff Brock joint venture partner Mark Salzinger sees the “baskets” as a risk-reduction strategy, because with ETFs, investors are exposed to a broad range of companies. In fact, through ETFs, investors can gain exposure to “satellite” or niche positions, Salzinger adds—anything from [...]

By Sheaff Briefs Editor Perspectives, Portfolios
active portfolio management, ETFs, investment opportunities, investment strategies, liquiditiy, managing risk, Mark Salzinger, marketable securities, risk reduction strategy, Salzinger Sheaff Brock, tax-efficient, trading volumes Read more...

Sheaff Brock Investment Advisors REITs portfolio performance investing in apartments

04 Aug

REITs – The Timing may be Just Right

Investment income can be rather hard to find these days, as you’ve no doubt noticed. With interest rates in “the 2’s,” (not to mention the risk of principal loss when, as Kiplinger predicts, those rates likely rise), it’s time to get strategic, taking a broader look at portfolio possibilities. When both stock and bond markets become more unpredictable, Sheaff Brock feels it becomes important to diversify into assets that are less correlated with traditional stock, bond, and cash holdings. [...]

By Sheaff Briefs Editor Perspectives, Portfolios, Possibilities
bond and equity markets, diversification, dividends, downside risk, ETFs, investment income, investment strategies, market capitalization, market performance, portfolio diversification, Real Estate Investment Trust, REITs, Sheaff Brock Real Estate Income & Growth portfolio 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 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 [...]