Monthly Archives - June 2019

Advice to the Advisors

Cityscape for REITs and New Tax Law Savings | Sheaff Brock Institutional Group

New Tax Law May Not Be the Only Reason to Pay Heed to REITs

Remarking on the fact that the Tax Cuts and Jobs Act is set to deliver over a trillion dollars in tax savings over the next decade, adding fuel to an already healthy economy, those tax savings can stand to generally improve the tax efficiency of REITs and other real asset investments,” JR Humphreys, portfolio manager of the Sheaff Brock Real Estate Income & Growth strategy posits. One of the central features of the tax bill is a 20% deduction on [...]

Advice to the Advisors

Upside Volatility on Wanted List | Sheaff Brock Institutional Group

Put Upside Volatility on the Wanted List?

Far from doing everything possible to avoid volatility, downside volatility is the only type to avoid. We should all want portfolios that have higher levels of upside volatility, Craig Israelson asserts. Traditionally, one advantage of building a broadly diversified portfolio is reduced volatility of returns. When higher standard deviation results in impressive upside performance, that is hardly something to be upset about, he observes. Well worth explaining to clients, the SPDR S&P 500 (NYSE symbol SPY) is the most widely traded contract [...]