market corrections Archives

big bad wolf with little red riding hood, Sheaff Brock reviews potential tax hikes

29 May

Who’s Afraid of the Big Bad Tax Hike?

“Tax increases may not be the obstacle that many investors expect,” according to Fidelity Viewpoints. Other economic factors may play a more important role, especially when sizable federal spending serves as an offset. Sheaff Brock Managing Director Dave Gilreath tends to agree. “The global economy is a good policeman of tax rates,” Gilreath says, with money flowing to where ‘it’s treated best.” If tax rates in the U.S. are judged to be “too high,” capital will flow to other [...]

By Sheaff Briefs Editor Perspectives, Possibilities
capital gains tax rates, federal spending, Financial Planning magazine, investment portfolio, market corrections, S&P 500, Sheaff Brock, Sheaff Brock Managing Director Dave Gilreath, tax burden, tax hikes, tax rates, tax-deferred accounts Read more...

A couple holding hands | stock market positive feedback may lead to lasting relationships | Sheaff Brock

22 Mar

Stock Market’s Ratio of Positive to Negative Feedback has been Spectacular

In improving team performance through feedback, corporate consultants Jack Zenger and Joseph Folkman report in the Harvard Business Review, the ideal praise-to-criticism ratio is 5:1. Negative feedback grabs attention, they concede, and has the power to change behavior, but it does not make people put forth their best efforts. Only positive feedback truly motivates vigor, determination, and creativity. In his book “What Predicts Divorce,” John Mordechai Gottman finds essentially the same thing in marriage—the single biggest determinant of wedded [...]

By Sheaff Briefs Editor Perspectives
Harvard Business Review, investment growth, investment markets, market corrections, negative feedback, Sheaff Brock Managing Director Dave Gilreath, successful long-term investing, team performance Read more...

index income strategy requires long-term strategy and patience

18 Oct

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 [...]