wise investment decisions Archives

Sheaff Brock Investment Advisors - recommendations for financial planning and investment strategy for distribution phase of retirement

30 Dec

More from Sheaff Brock about Angela’s Angst

Wealth manager Jerry Miccolis, CFP®, CFA, writing in the Journal of Financial Planning, created a character named Angela who, as she and her husband enter the “distribution phase” of their financial lives, is concerned about her financial future. What advice might YOU give to Angela? Miccolis asks other investment advisers. In an interview with our Sheaff Brock editor, wealth manager and financial planner Paul Coan responds. In Miccolis’ construct Angela is particularly uneasy about four specific pieces of investment advice [...]

By Sheaff Briefs Editor Perspectives, Possibilities
alternative income source, equity/fixed income allocation, financial planning, fixed income, investment strategies, wise investment decisions Read more...

Sheaff Brock Investment Advisors - Year-end planning strategies

25 Nov

Some To-Do, Not-To-Do, and ‘It Depends’ Items for Your Year-End List

As the fall season sets in, there are certain end-of-year planning techniques you can begin implementing, financial planning professional Paul Coan reminds Sheaff Brock investors. There are some not-to-do items as well, Coan adds, and some “it depends” tactics that may or may not prove best given your individual situation. Since several, although not all, of these checklist items involve tax planning, there are a couple of cautions: Speak with your CPA or other tax advisor before implementing any tax-related [...]

By Sheaff Briefs Editor Perspectives, Possibilities
financial planning, harvesting tax losses, investment planning, long-term strategy, tax planning, wise investment decisions, year-end Read more...

emotional investing financial news of the day instead of long-term investment strategy

19 Sep

Focus Away from the News “Of The Day”

Is following the financial media the best way for investors to stay informed? Do all those news broadcasts about stock quotes and stories of the day help investors make wise decisions? The answer, at least in the view of Jay Mooreland, author of The Emotional Investor, is a resounding “NO!” Think about the material presented by the typical financial news program, Mooreland told our Sheaff Brock investment team. Stock quotes? They are “of the day.” News stories? “Of the day.” [...]