Sheaff Briefs

Sheaff Brock investment advisors blog, retail consumers

Consumers are Driving a Resilient Economy

The US economy continues to be very resilient. Pundits have been predicting a recession for a while, and many still are predicting one. A major reason for resilience has been the relative strength of the consumer. Employment levels have remained very strong with the unemployment rate at 3.8%. The September...

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Sheaff Brock investment advisors blog, residential neighborhood streets

Rising Mortgage Rates? What’s the Net Effect?

The national average mortgage rate has been climbing all year, from 6.42% at year-end to 7.19% as of 9/21/2023 (according to the St. Louis Federal Reserve). Bankrate.com has the average 30-year mortgage rate as high as 7.75%! Less than two years ago the rate was around 3.0%. What have been the ramifications...

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Sheaff Brock investment advisors blog, birds-eye-view of NYC

An Increasingly Positive Outlook from Wall Street

The U.S. economy and consumers have been a lot more resilient in 2023 than many expected. Entering the year, most economists predicted a recession due to the high inflation rate and the aggressive interest rate increases from the Federal Reserve. Flash forward to mid-August, and inflation has been declining for...

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Sheaff Brock investment advisors blog post, two new Sheaff Brock staff members Tiffany Kryder and Brad Stark

Sheaff Brock Welcomes Two to its Professional Staff

“Making sure everything is safe, secure, and suitable for our clients” is the way Brad Stark, new Compliance Manager at Sheaff Brock, describes his mission. A seasoned professional, Stark brings to his new role more than two decades of experience in financial trading, research, and interpretation of regulations. His impressive resume...

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Sheaff Brock investment advisors blog post, close-up of someone wearing eyeglasses

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...

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Sheaff Brock investment advisors blog, singular blue fish swimming

Amidst Waves of Smart-Sounding Terminology, Keep Swimming

“When financial talking heads spew out a word salad of unusual terms, it makes them sound almost undoubtable,” admits Sheaff Brock Managing Director Dave Gilreath. Next to market mavens using terms such as “quantitative tightening,” “yield-curve inversion,” “reversion-to-the-mean,” “earnings drought,” and “Fibonacci lines,” with the negativity backed up with oceans of...

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Sheaff Brock investment advisors blog, staircase going down

When Diversifying Has Too Many Downsides

Strategies for Concentrated Equity Positions Part One: Covered Calls Whether through love or happenstance, like many investors, you may have ended up with a very large investment position in one company or in several companies within the same industry. Perhaps you received stock from an employer as part of your retirement package....

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Sheaff Brock investment advisors blog, lightning storm over body of water

A Bad Start, But We’ve Been Here—And Worse—Before

There’s something familiar about all this…haven’t we been here before? Wait a minute….all these things are familiar—the war, the inflation, the economy, the politics, the societal unrest…. Indeed, we have been here, four decades ago, for example. In fact, Sheaff Brock Managing Director Dave Gilreath was there, 40 years ago. And, after more than forty years...

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Sheaff Brock investment advisors blog, person hiking in mountains

Value Stocks Could Hit the Comeback Trail

“Already, some small cap value stocks are outperforming the broader category of small caps,” observes Sheaff Brock Managing Partner Dave Gilreath. There are various indications, Gilreath adds, that the long period in which growth stocks dominated the stock market may be moving towards an end. Growth vs. value With both growth and value...

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Sheaff Brock investment advisors blog, building exterior at sunset

REITs Help Relieve Inflation Fears

According to Nareit.com (the worldwide membership organization for real estate companies), REIT dividends have outpaced inflation as measured by the Consumer Price Index in all but two of the last twenty years. What’s more, Nareit authors add, while real estate investment trusts have not proven to be the only inflation hedge, “their comparatively low...

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