Sheaff Brock Investment Advisors Archives

Selling puts on the SPY to help offset market volatility | Sheaff Brock Investment Advisors

11 Dec

Sheaff Brock Sells Puts on the SPY

It has a long name, but the Sheaff Brock Investment Advisors Index Income Overlay portfolio strategy has one simple goal: seeking additional income that is incremental to (meaning on top of) a high-net-worth investor’s existing portfolio. For those investors comfortable with taking additional stock market risk for the opportunity to generate added (net of fees) cash flow, the Income Overlay portfolio is a long-term, bullish play on stock investing using a the SPDR S&P 500 ETF (symbol SPY). This strategy [...]

By Sheaff Briefs Editor Portfolios, Possibilities
actual volatility, ETF, exchange-traded fund, implied volatility, income overlay portfolio, market volatility, New York Stock Exchange, out-of-the-money put options, put options, put selling, Sheaff Brock Index Income Overlay, Sheaff Brock Investment Advisors, SPDR S&P 500 trust, SPY, stock market risk Read more...

Sheaff Brock | Stock Market Volatility as a Sheep in Wolf's Clothing

22 Apr

Market Volatility—A Sheep in Wolf’s Clothing?

“The market is as much about sentiment and psychology as it is earnings and profits,” Avi Salzman stated in Barron’s. As Salzman observed the “tit-for-tat proposals” of tariffs between China and the U.S., he realized that the fear factor was going up regarding a potential trade war. Meanwhile, stocks were also being rattled by an anemic jobs report. Salzman is reminded, he says, of “the importance of perception versus what is reality.” No tariffs have actually been approved or [...]

By Sheaff Briefs Editor Perspectives, Possibilities
Barron's, bearish investors, China and U.S. tariffs, market risk vs. market volatility, market volatility, potential trade war, Sheaff Brock, Sheaff Brock Investment Advisors, Sheaff Brock Managing Director Dave Gilreath, stock market volatility, Wall Street, Wall Street Journal Read more...

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...

Young Bull | Sheaff Brock | bull stock market

29 Nov

This Bull May be Younger than You Think!

For investors worried that the stock market is so high that it has to be headed for a drop, Sheaff Brock Director Jim Murphy wants them to know he’s not having any of it. “At Sheaff Brock, we believe this is a ‘market of stocks,’ not a ‘stock market,’” he explains. Translation: The big upward price movement in the Dow has been primarily driven by its most expensive stocks, specifically the FANG (Facebook, Apple, Netflix, Google) and Microsoft. There are [...]

By Sheaff Briefs Editor Perspectives, Possibilities
bear market, bull market, Dow Jones, equal weightings in stock selection, fundamental stock analysis, portfolio managers, price-weighted index, Sheaff Brock Investment Advisors, Standard & Poor 500, stock market, technical analysis, technology company stocks 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...

Sheaff Brock Investment Advisors | active investing to outperform the market | portfolio managers

24 Sep

Passive vs. Active – The Beauty of Both

One question any investor must consider is whether to take an active or passive approach to investing. Per Investopedia, “The predominant investment strategy today is active investing,” which attempts to beat a particular benchmark and “outperform the market.” Continuing, the article points out, “anomalies and irregularities in the capital markets can be exploited by those with skill and insight.” By contrast, passive investing, the authors explain, is an approach based on investing in exactly the same securities, in the same proportions, [...]