S&P 500 Archives - Sheaff Briefs

sheaff brock, eyeglasses, intellectual versus emotional perspective, market fluctuations

22 Nov

Intellectually and Emotionally, Investors Wear Different Eyeglasses

"Intellectually, we all know that, over time, the stock market goes up," says Sheaff Brock Managing Director Dave Gilreath (as well he might, looking back over no less than four decades in wealth management). In fact, a chart (shown below) of S&P 500 returns over the past 40 years shows "mostly good years mixed in with a few scary ones." Of course, few clients look at their investment account statements only once per year, Gilreath admits; a chart showing quarterly, [...]

By Sheaff Briefs Editor Perspectives
add portfolio income, buffered investments, Dave Gilreath Sheaff Brock, defined outcomes, emotional eyeglasses, fear factor, high returns, intellectual eyeglasses, low risks, market decline, market fluctuations, market rise, preferreds, Real Estate Investment Trusts, S&P 500, stock market over time, US stocks, volatile markets Read more...

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...

Sheaff Brock reviews, Democrat control of Congress, impact on stock market

29 Jan

The Direction of the Market—Debunking Popular Beliefs

It might seem the stuff of a Ripley’s Believe It or Not episode, but, over the past more than 70 years, both the stock market and the economy performed better under Democratic presidents than under Republican leadership. The score for the S&P 500? As Markets Insider chronicles, 10.8% to 5.6% in favor of Democrats. Oh, well, you might counter. The Great Recession and COVID-19, both of which occurred under Republican presidents, skewed the average downward for the Red team. Sorry, [...]

By Sheaff Briefs Editor Perspectives, Possibilities
"blue wave", Chief Investment Officer, CNBC, Congress, covid-19, Democratic presidents, House and Senate, LPL Financial, Markets Insider, Medicare, party control of the White House, recession, S&P 500, Sheaff Brock Managing Partner Dave Gilreath, Social Security, The Great Recession, White House Read more...

Sheaff Brock, great rotation, spinning top, bond holds shifting into stocks

22 Jun

Will a Great Rotation Make an Early Arrival? Is COVID-19 the Catalyst?

Months before COVID-19 had become the topic of everyday conversation, Marketwatch was talking about the arrival of a “Great Rotation” in 2020, anticipating the shifting of bond holdings into stocks. Now, a half year later, Bank of America agrees with that prognosis: “The stars have aligned for more stock gains,” BOA observes, with equities being the most attractively valued in decades as compared to bonds. For investors, the coming great rotation will be all about investment yield, explains Sheaff Brock Managing [...]

By Sheaff Briefs Editor Perspectives, Possibilities
10-year Treasury bonds, Bank of America, bond holdings, Coronavirus connection, covid-19, current yield, dividend yield, fixed-income investment, Great Rotation, interest rates, investment yield, MarketWatch, S&P 500, Sheaff Brock Managing Director Dave Gilreath, smartasset.com Read more...

Sheaff Brock Money Management | clouds with sunlight and blue sky shimmering through | glimmers of hope in stock market news

28 Mar

Glimmers of Optimism Breaking Through the Outbreak

With bad news abounding—confirmed virus cases, virus deaths, unemployment, and falling corporate earnings—how could stock market news possibly include an upswing? “Markets don’t need good news to advance,” explains Sheaff Brock Managing Director Dave Gilreath, “only an inkling of better news.” Stock market prices are predictive, Gilreath adds, often moving up on anticipation of better news. On one very recent day, for example, cruise line, hotel, casino, airline, and restaurant stocks gained more than 10%, flying in the face, of [...]

By Sheaff Briefs Editor Perspectives, Possibilities
Brian Wesbury, corporate earnings, First Trust Portfolio, glimmer of optimism, market bottom, reduce risk, S&P 500, Sheaff Brock, Sheaff Brock Managing Director Dave Gilreath, stock market news, stock market prices, TARP bill, The Street, U.S. stocks, upswing, volatility levels Read more...

Option Overlay Strategies as Timely and Timeless | Sheaff Brock

25 Apr

Timely vs. Timeless—Option Overlays Strive to Be Both

With this month’s over-arching message being the power of TIME—the goal being to discuss investment tactics which are timely, yet which belong in portfolios based on timeless wisdom—the option overlay strategy becomes a particularly relevant topic. There’s nothing new about option overlays. In fact, as Institutional Investor explains, the majority of U.S. pension plans have adopted overlay techniques as part of their investment tactics. And, while in investment vocabulary, the term “overlay” can have different meanings, Sheaff Brock Managing Director Dave Gilreath [...]

By Sheaff Briefs Editor Perspectives, Portfolios
derivative investments, Index Income Overlay, market volatility, option overlay, option overlay strategy, overlay techniques, protective portfolio tactics, Put Income Overlay, S&P 500, Sheaff Brock, Sheaff Brock Managing Director Dave Gilreath, Sheaff Brock Option Overlay strategies Read more...

Post-Election Stocks | Perspectives by Sheaff Brock Investment Advisors

29 Jan

The Rest of the Post-Midterm Election Story

The performance of healthcare stocks, as we’ve been discussing, has in general “tracked well with the prospects of a divided government.” One Sheaff Brock research source, Strategas Research, remarks that in post-election periods in general, healthcare has been just one of many beneficiaries of a “divided government.” Of course, the December ruling by a Texas judge on the constitutionality of the ACA and the subsequent staying of his ruling during appeal has caused some volatility in the healthcare sector. As [...]

By Sheaff Briefs Editor Perspectives, Possibilities
alternative energy, Consumer staples, Defense and aerospace, divided government, healthcare stocks, Infrastructure, long-term investments, post midterm election, post-election markets, S&P 500, Sheaff Brock, Sheaff Brock Managing Director Dave Gilreath, split congress Read more...

Post-Midterm Elections and Health Stocks | Sheaff Brock Investment Advisors

16 Jan

The Other Side of Midterm Election What-Ifs

With the midterm elections now in the rearview mirror, with no clear “sweep” on either side of the aisle, investors are asking a number of “so now what?” questions. As one Sheaff Brock research partner, Strategas Securities, LLC observed even prior to the midterm election, funding for the National Institutes of Health is unlikely to decrease, which is a positive for life sciences tools companies. Even though a Texas judge ruled the entire ACA unconstitutional in December, Strategas commented shortly [...]

By Sheaff Briefs Editor Perspectives
biotech stocks, Dave Gilreath, democrat house, democratic house, drug stocks, generic drugmakers, GOP senate, healthcare stocks, long-term investment, medical device companies, midterm elections, midterm elections and the market, mixed congress, pharmacy stocks, post election, post midterm election, republican senate, S&P 500, Sheaff Brock Managing Director Dave Gilreath Read more...

Dividend Stocks could take the Baton from Growth Equity Stocks for Income | Sheaff Brock

31 Dec

Dividend Stocks Could Take Baton from Growth Equities

“High dividend stocks appeal to many investors living off dividends in retirement because their high yields provide generous income,” simplysafedividends.com observes, almost stating the obvious. Why, exactly, is it that some dividend-paying stocks offer much higher yields than others? There are several possible answers, the authors explain: a high yield reflects a company’s mature status (think utilities and telecom companies) some companies have unique business structures that require them to distribute cash flow to investors some stocks use financial [...]

By Sheaff Briefs Editor Perspectives, Possibilities
blue-chip dividend growth stocks, Dave Gilreath, dividend aristocrats, dividend growth stocks, dividend stocks, dividend-paying stocks, growth in economy, high dividend stocks, less volatility, retirement income, S&P 500, Sheaff Brock Managing Director Dave Gilreath, Standard & Poor’s 500-stock index Read more...

23 Nov

Market Effects of Midterm Elections

“A quick look at historical performance shows that stocks often see rough sledding in the September of years that feature midterm elections,” MarketWatch comments, adding that it was not “clear that the midterm congressional elections on Nov. 6 … would be enough to derail the bull market.” One thing that has characterized midterm seasons, Sheaff Brock Managing Director Dave Gilreath notes, is greater stock price volatility. In fact, he notes, midterm years have been more volatile than the average. The [...]

By Sheaff Briefs Editor Perspectives, Possibilities
bull market, cnbc.com, corporate earnings, geater stock price volatility, midterm elections, P/E ratio, S&P 500, Sheaff Brock Managing Director Dave Gilreath, stock market strength, Strategas Research Read more...

Tag - S&P 500

Intellectually and Emotionally, Investors Wear Different Eyeglasses

Who’s Afraid of the Big Bad Tax Hike?

Will a Great Rotation Make an Early Arrival? Is COVID-19 the Catalyst?

Glimmers of Optimism Breaking Through the Outbreak

Timely vs. Timeless—Option Overlays Strive to Be Both

The Rest of the Post-Midterm Election Story

The Other Side of Midterm Election What-Ifs

Dividend Stocks Could Take Baton from Growth Equities

Market Effects of Midterm Elections

Sheaff Brock Market Update

Sheaff Brock Market Update

Tag - S&P 500

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

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

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