Monthly Archives - September 2018

Advice to the Advisors

Demystifying the S&P 500 Index | Sheaff Brock Institutional Group

S&P 500 Index Demystification Points

“The age of advisors relying on ‘trust me’ is over,” Capital Ideas’ Ron Carson asserts. “Clients want to feel empowered.” At Sheaff Brock, we couldn’t agree more; these regular advisor e-letters are designed with client empowerment in mind, providing tactics for strengthening your clients’ self-confidence relative to making financial decisions. For example, while you’ve undoubtedly discussed the S&P 500 many times with your clients, do they really understand what the index is and how it can (as well as [...]

Advice to the Advisors

Woman climbing a Wall of Worry | Sheaff Brock Institutional Group on REITs

Talking Investors Down Off the REIT Wall of Worry

Is the current market uptrend simply a function of investors’ “Wall of Worry,” that significant uncertainty about stock price sustainability? But what about REITs? “Long before investors fell in love with Facebook and Amazon.com or even the hot stocks of past generations such as utilities and railroads, real estate inspired dreams of wealth,” writes John Coumarianos. “Some financial advisers and pundits helped fuel the love affair, suggesting that investors could reduce volatility and boost returns by adding real-estate investment [...]