In the News

Sheaff Brock In The News

Sheaff Brock is making news in the investment industry. Dave Gilreath, Managing Partner and Chief Investment Officer, is a contributor of investment commentary and perspectives to a variety of financial publications, including CNBCMedical EconomicsThinkAdvisor, and Financial Advisor Magazine.

Click on the text links below to access our latest feature stories.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

Stocks vs. Bonds: There's No Contest

October 9, 2023 | Commentary by David Gilreath | Medical Economics

Stocks vs. bonds: There’s no contest, by Dave Gilreath, CFP,® principal and Chief Investment Officer, at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

In Dave’s article with Medical Economics, he considers key distinctions between stocks and bonds and details why discipline and patience are critical for successful stock investing.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

The Negative Outlook on REITs is Overblown

August 30, 2023 | Commentary by David Gilreath & JR Humphreys | Medical Economics

The negative outlook on REITs is overblown, by Dave Gilreath, CFP,® principal and Chief Investment Officer, and JR Humphreys, CFA, CAIA, Senior Portfolio Manager, at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

2023 has brought some fears surrounding REITs due to rising interest rates pushing up the costs of financing property purchases. However, these fears have turned out to be overblown as the Federal Reserve’s interest rate-hiking cycle is winding down.

Sheaff Brock in the news, Sheaff Brock commentary for The Portfolio Playbook

Helping You Help Your Clients: Learn How To Craft Your Investment Portfolio

August 24, 2023 | Interview with David Gilreath & Ron Brock | The Portfolio Playbook (Ep. 2)

Listen to Managing Directors Dave Gilreath and Ron Brock on “The Portfolio Playbook” podcast, where they discuss the process of building their own registered investment advisory business and share innovative company growth strategies for other RIAs.

Sheaff Brock in the news, Sheaff Brock news with Cboe Global Markets

Celebrating One Year of Innovative Portfolios ETFs at Cboe Global Markets

July 30, 2023 | Interview with David Gilreath & Ron Brock | Cboe Global Markets

Managing Directors Dave Gilreath and Ron Brock sit down for an interview with Rick Rosenthal, Director of North American Derivative Sales at Cboe Global Markets, to reflect on the first anniversary of their two ETFs at Innovative Portfolios, Sheaff Brock’s affiliate company.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

The Building Blocks of Industry and Construction

July 21, 2023 | Commentary by David Gilreath | Medical Economics

The Building Blocks of Industry and Construction, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

As Dave mentions in this month’s Medical Economics article, demand for manufacturing and construction materials is increasing, signaling distinct growth potential for this small but important sector.

Sheaff Brock in the news, Dave Gilreath publications for CNBC

Op-ed: Here's a Midyear Stock-Picking Guide for both Bears and Bulls Amid Recession Debate

June 23, 2023 | Commentary by David Gilreath | CNBC

Op-ed: Here’s a midyear stock-picking guide for both bears and bulls amid recession debate, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for CNBC.

In this month’s article for CNBC, Dave discusses some of the best sectors for recession disbelievers to invest in such as industrials, materials and financials.

Sheaff Brock in the news, Sheaff Brock news with PR Newswire

Happy 10th Birthday, Bulls of the Dow!

June 13, 2023 | Sheaff Brock News | Cision PR Newswire

Sheaff Brock’s Bulls of the Dow portfolio strategy is 10 years old, and we’re not changing a thing! To learn more about the inception of Bulls of the Dow and its performance over the past decade, check out our press release.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

Despite Sanguine Signs, It’s Still Hip to be a Market Bear

June 1, 2023 | Commentary by David Gilreath | Medical Economics

Despite sanguine signs, it’s still hip to be a market bear, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

A la the 1986 hit by Huey Lewis and the News, “Hip to Be Square,” Dave suggests for many professional investors, despite mounting signs that the bear market is on the way out, it’s still hip to be bear.

Sheaff Brock in the news, Dave Gilreath publications for Financial Advisor

TARP: A Stock City With Lower Risk And Good Potential

May 23, 2023 | Commentary by David Gilreath | Financial Advisor

TARP: A Stock City With Lower Risk And Good Potential, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Financial Advisor.

This month is all about ‘Tech At a Reasonable Price’. Dave reviews some smaller companies having trouble getting investors’ attention, which megacaps are buzzing, and where AI and semiconductors fall into all of this.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

Avoid "Diworsification" of Your Portfolio

April 28, 2023 | Commentary by David Gilreath | Medical Economics

Avoid “Diworsification” of Your Portfolio, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

This month Dave takes a look at ‘diworsification’ – is there such a thing as too much diversification, especially when global investments come in to play?

Sheaff Brock in the news, Dave Gilreath publications for CNBC

Op-ed: Fear Creates Growth Opportunities in Preferred Stocks

April 26, 2023 | Commentary by David Gilreath | CNBC

Op-ed: Fear creates growth opportunities in preferred stocks, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for CNBC.

In Dave’s Op-ed for CNBC, he discusses the growth opportunities in preferred stocks. As he states, “preferred prices generally remain depressed, creating opportunity for investors who don’t mind wading in when the water is still a bit muddy.”

Sheaff Brock in the news, Sheaff Brock news with PR Newswire and Cboe Global Markets

Ringing in the First Anniversary of Preferred-Plus and Dividend Performers ETFs at Cboe

April 25, 2023 | Innovative Portfolios News | Cision PR Newswire

This year marks the first anniversary of Innovative Portfolios’ (Sheaff Brock’s affiliate company) two ETFs, which were converted from mutual funds in 2022. In celebration, the Innovative Portfolios team rang the closing bell at Cboe Global Markets’ headquarters in Chicago on Tuesday, April 25th.

Sheaff Brock in the news, Dave Gilreath publications for ThinkAdvisor

Easing Client Anxiety From the ‘Econotalk’ Maelstrom

March 22, 2023 | Commentary by David Gilreath | ThinkAdvisor

Easing Client Anxiety From the ‘Econotalk’ Maelstrom, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for ThinkAdvisor.

For some investors, the speculation around further potential rate hikes is inducing anxiety, causing them to lose sight of basic investing principles. Dave discusses how we need to ignore the noise of ‘econotalk’ and why the best time to invest in the market may be now.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

Keeping the Right Assets in the Right Places

March 2, 2023 | Commentary by David Gilreath | Medical Economics

Keeping the Right Assets in the Right Places, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

Are you sitting on a bit of cash and wondering where to invest in 2023? This month, Dave looks at the merits of dividend stocks and how they may help you, financially and psychologically.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

Forget Stock Market Pessimism: Here's Five Reasons Why

February 27, 2023 | Commentary by David Gilreath | Medical Economics

Forget Stock Market Pessimism: Here’s Five Reasons Why, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

In what many would agree is refreshing news to hear, Dave tells us the most widely predicted recession ever may turn out to be similarly apocalyptic – imminent but not arriving, not this year at least. Market and economic history suggest that a recession in 2023 is highly unlikely.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

Dividend Stocks Solve Problems in 2023 and Beyond

February 3, 2023 | Commentary by David Gilreath | Medical Economics

Dividend Stocks Solve Problems in 2023 and Beyond, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

Are you sitting on a bit of cash and wondering where to invest in 2023? This month, Dave looks at the merits of dividend stocks and how they may help you, financially and psychologically.

Sheaff Brock in the news, Dave Gilreath publications for ThinkAdvisor

7 Talking Points to Demystify ETFs for Clients

January 30, 2023 | Commentary by David Gilreath | ThinkAdvisor

7 Talking Points to Demystify ETFs for Clients, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for ThinkAdvisor.

While some clients know exactly what an exchange-traded fund is, many others have nothing more than a vague notion, conflating them with mutual funds or index funds. As an advisor, why should you educate your clients on ETFs and the opportunities they present for you to engineer portfolios for exposure and diversification, while positioning for greater income?

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

Now is the Time for Active Portfolio Management

January 5, 2023 | Commentary by David Gilreath | Medical Economics

Now is the Time for Active Portfolio Management, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

In the world of investing philosophies, there’s an ongoing debate as contentious as Democrats vs. Republicans, dogs vs. cats, Star Wars vs. Star Trek – this month Dave reviews Active vs. Passive Management and why now may be time to join him on team Active Portfolio Management.

Sheaff Brock in the news, Dave Gilreath publications for Financial Advisor

Chronic Shortage Will Sustain Homebuilders Long Term

December 30, 2022 | Commentary by David Gilreath | Financial Advisor

Chronic Shortage Will Sustain Homebuilders Long Term, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Financial Advisor.

With the mortgage rate whiplash of 2022 (which saw rates top 7%) what can investors expect for homebuilder stocks going into 2023? Dave looks at housing demand, employment, mortgage rates, and a few other factors you may not have considered, and what those mean for the major names in the industry.

Sheaff Brock in the news, Dave Gilreath publications for Medical Economics

Five Signs the Market May Be Heading for a Sustained Uptrend

November 29, 2022 | Commentary by David Gilreath | Medical Economics

Five Signs the Market May Be Heading for a Sustained Uptrend, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for Medical Economics.

In your opinion, is this ‘the best of times’ or ‘the worst of times’? What if we were to challenge the common belief that ‘the worst times’ are ‘the worst time’ to invest, and consider that these extremes (‘best’ and ‘worst’) often present simultaneously, or at least overlap. In this month’s Medical Economics, Dave outlines how, for long term investors, this bear market may not be such a bad thing.

Sheaff Brock in the news, Dave Gilreath publications for CNBC

Here are 6 Stocks with Excellent Vital Signs in the Health-Care Sector

November 15, 2022 | Commentary by David Gilreath | CNBC

Here are 6 stocks with excellent vital signs in the health-care sector, by Dave S. Gilreath, CFP, principal and Chief Investment Officer at Sheaff Brock Investment Advisors and Innovative Portfolios for CNBC.

With the ‘energizer bunny’ sector, health care, growing and in high demand, Dave looks at 6 stocks (some well known, some less so) that may appeal to long-term investors seeking to add or increase exposure for the time being.

DISCLAIMER

Sheaff Brock Investment Advisors, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor’s portfolio. A list of all specific recommendations made by the firm for the past year is available upon written request.