Tag - portfolio management

Advice to the Advisors

Market Volatility Roller Coaster Ride | Sheaff Brock Institutional Group | Advice to Advisors

At the End of the Day, Market Volatility can be Bullish

“Somewhere along the line, the word ‘volatility’ became code for a declining stock market,” Robert Burgess notes in Financial-Planning.com. “The simple fact is the recent swings are closer to what is considered normal, and investors should be thankful,” Burgess asserts. Rising volatility, he predicts, will lead to a healthier market, with better “price discovery,” which is a fancy way, he states, of saying greater differentiation in the values between good and bad stocks. It may be time to have “the [...]

Advice to the Advisors

Sheaff Brock Institutional Group | REITs investing | real estate income and growth portfolio

Why the Timing’s so Right for REITs

There’s nothing “new” about Real Estate Investment Trusts, companies that own and manage income-producing real estate. In fact, REITs came on the scene more than sixty years ago and have increased in popularity with income-seeking investors. Since, by law, REITs are required to maintain dividend payout ratios of at least 90%, the dividend yield can represent a strong advantage over both equities and bonds. Investing in REITs also offers simplified tax treatment as compared with direct ownership of income-producing [...]

Advice to the Advisors

technical analysis v. fundamental analysis to determine when to buy a security | Sheaff Brock Investment Advisors in Indianapolis

Why Technical Analysis Matters in Portfolio Management

The “punch” is in the pattern, according to the technical analysis school of thought. The price of a stock—like the price of everything else—is a matter of supply and demand, technical analysts believe, and so they focus on generating and interpreting charts of the price and volume histories of stocks, using those to predict future movement in stock prices. Explaining in an interview with our Institutional editor that the firm’s emphasis has been on fundamental analysis, enough people believe in technical analysis [...]