Market Update Newsletters

Market Update Newsletters

Below is a list of our monthly Market Update PDF newsletters. Click the link to download the PDF.
Sheaff Brock market update newsletters, October 2023

October 2023

Market Update

“History repeats itself. So you might wanna pay attention.” For October, Dave takes a trip down (a very short) memory lane to revisit the S&P 500’s performance over the last 2 years. With all that is going on in the world, can looking back give us any hope for the near future? Also, our financial planner Tiffany VanHook shares some tips for HSAs and year-end giving.

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Sheaff Brock market update newsletters, September 2023

September 2023

Market Update

This month, Dave checks in on how everyone is doing since TD Ameritrade was formally wiped off the face of the Earth. Sheaff Brock also received some exciting news this month and was honored to be recognized for all of their hard work.

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Sheaff Brock market update newsletters, August 2023

August 2023

Market Update

In this month’s news article, Dave discusses how many advisors typically plan for average life expectancies which underestimates longevity risk. With medical advances extending lifespans, Dave thinks a different approach is better. He suggests your investments be titled toward growth of capital rather than fixed income.

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Sheaff Brock market update newsletters, July 2023

July 2023

Market Update

We’ve had a lot of questions recently about upcoming custodian changes and how they affect your relationship with Sheaff Brock. While TD Ameritrade accounts will be ‘gobbled up’ by Charles Schwab in September, and you may have opted to move over to Fidelity before the merger, Sheaff Brock will still be here to help you with your investment and planning needs – same as we’ve always been. Also, Dave provides a quick review of what the S&P 500 has been up to and how our portfolios are performing.

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Sheaff Brock market update newsletters, June 2023

June 2023

Market Update

This month, we celebrate the longest bear market in 75 years! If you stayed the course, congratulations are in order. Also, Dave talks about the best seat in a station wagon, who would be sitting where in said station wagon, and what a 20-year-long stock market ‘road trip’ might look like if you’re heading to Retirement, USA.

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Sheaff Brock market update newsletters, May 2023

May 2023

Market Update

Traditionally, dull, low-volatility markets have often been rising markets – how is volatility doing today and what might that mean for your accounts? For ‘The Month of May’, Dave takes a look at the debt limit doomsday, a smiley face chart and, of course, the Indy 500.

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Sheaff Brock market update newsletters, April 2023

April 2023

Market Update

This month Dave discusses how a recession may be in our future and why we shouldn’t worry. He also provides insight into the U.S. dollar and how it has been the dominant currency for global trade for about 100 years.

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Sheaff Brock market update newsletters, March 2023

March 2023

Market Update

How does a financial custodian work and why does it matter? Big changes for custodians are coming in 2023. In this month’s newsletter, CIO Dave Gilreath provides a deep dive into custodian diversification and what options Sheaff Brock clients can expect.

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Sheaff Brock market update newsletters, February 2023

February 2023

Market Update

This month, Dave reflects on 2023’s market rebound and the reassurance he offers from the “heebie jeebies” one may get from market volatility. As he suggests, “One mistake some people make is conflating life expectancy with longevity and getting too conservative too early.”

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Sheaff Brock market update newsletters, January 2023

January 2023

Market Update

This month Dave looks at the old saying that ‘investing success is not from timing the market but from time in the market’. Considering 2022 was the seventh worst year for U.S. stock investors, what does timing mean for us going forward and how can long-term investors plan for 2023?

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Sheaff Brock market update newsletters, December 2022

December 2022

Market Update

What do the experts say about the market? And, more importantly, should you believe them? CIO Dave Gilreath looks at what these expert forecasters have been saying through the years—and how accurate they’ve really been.

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Sheaff Brock market update newsletters, November 2022

November 2022

Market Update

Is global diversification the correct approach in the current market or are you at risk of ‘diworseifying’? To celebrate the World Cup, Dave looks at a few countries’ stock market performances over the last 3, 5, and 10 year periods – will Team USA come out on top in this bracket too?

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