preferred income Archives

Sheaff Brock Preferred Stock portfolio | question marks about rising interest rates

16 Apr

Preferred Stock—Expect the Question; Consider the Answer

The unrelenting search for reliable investment income is an important theme in retired clients’ investment plans, and preferred securities certainly share the limelight. What’s more, given the current buzz about the new tax law, it’s hard to ignore the fact that certain features of the law can favor investing in preferred stock, potentially increasing the demand for high-income investment vehicles. The question: As you’re discussing this very topic at the tennis club, expect the question: Interest rates are on the rise. By [...]

By Sheaff Briefs Editor Portfolios, Possibilities
active portfolio management, diversified income stream, investment income, new tax law, preferred income, preferred securities, preferred stock, preferred stocks, rising interest rates, Sheaff Brock Investment Advisors, Sheaff Brock Preferred Income portfolio, Sheaff Brock senior portfolio manager JR Humphreys Read more...

Interest Rate Signs Increasing in Size | Managing Interest Rate Risk for Preferred Stock Income | Sheaff Brock Investment Advisors

02 Apr

Managing Interest Rate Risk in a Preferred Stock Portfolio

If I invest in preferred stock for the income just when interest rates are rising, won’t I be setting myself up for losing money? “Not necessarily,” contends JR Humphreys CFA, CAIA, Senior Portfolio Manager at Sheaff Brock Investment Advisors. Humphreys explains that, “increasing interest rates is usually the result of an improving economy that could lead to credit rating upgrades for the preferred equity, resulting in a higher price.” Many investors have the perception that preferred securities are highly interest-rate [...]

By Sheaff Briefs Editor Portfolios, Possibilities
actively managed securities, callable preferred securities, credit rating upgrades, floating rate securities, income generation, increasing cash flows, preferred equity, preferred income, preferred securities, preferred stock, Preferred Stock Income, rising interest rates, Sheaff Brock Director Jim Murphy, Sheaff Brock Preferred Income portfolio, Sheaff Brock senior portfolio manager JR Humphreys, stock/bond portfolio mix Read more...

Sheaff Brock Investment Advisors | Indianapolis | Preferred Stock Performance | Asset Class

30 Oct

Will Higher Interest Rates Huff and Puff Your House Down?

Ever since (think back approximately a year-and-a-half) rates began their slow upward movement, income investors have experienced a certain degree of worry about the “big bad wolf” blowing down their carefully constructed investment “abodes.” Thankfully, as Sheaff Brock senior portfolio manager JR Humphreys, CFA, CAIA explains, if you’ve “built” for the longer term (planning a longer holding period), there may be little reason for concern. In fact, Humphreys pointed out in an October interview with our SheaffBriefs editor, since December [...]

By Sheaff Briefs Editor Perspectives, Portfolios
fixed-income investments, hybrid securities, investment opportunities, long term investment plan, long-term interest rates, preferred income, preferred stock, preferreds higher yield, rising interest rates, Sheaff Brock Investment Advisors, Sheaff Brock senior portfolio manager JR Humphreys, stocks and bonds Read more...

preferred stock income; investment income from preferred stock

31 Aug

Preferreds Continue in a Starring Role

In the ever increasing search for income, preferred stocks continue to play an important role for companies and investors alike, with the Standard and Poor’s Preferred Index ETF (PFF) clocking 2.2 billion in new investment dollars year to date. By way of quick review, preferreds are hybrid securities, blending traits of both stocks and bonds. Like common stock, preferreds represent ownership in a company, but without voting privileges; like bonds, preferreds are issued at a fixed par value and rated [...]

By Sheaff Brock Investment Team Perspectives, Portfolios
preferred income, preferred stocks, stocks and bonds, yield to call Read more...

Tag - preferred income

Preferred Stock—Expect the Question; Consider the Answer

Managing Interest Rate Risk in a Preferred Stock Portfolio

Will Higher Interest Rates Huff and Puff Your House Down?

Preferreds Continue in a Starring Role

Sheaff Brock Market Update

Sheaff Brock Market Update

Tag - preferred income

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