Monthly Archives - February 2019

Advice to the Advisors

Market Volatility | The Reality of Its Ups and Downs | Sheaff Brock Perspectives

Volatility 202—Advisor-to-Client Reality Talk

“Stock market volatility is a great way to test your nerves as an investor,” writes Leslie Albrecht in marketwatch.com. As for advisors, no doubt their nerves have been put to test as well in recent weeks. “What is this thing called love, this funny thing called love?” is Cole Porter’s well-sung query, asking the Lord in Heaven above: “Why should it make a fool of me?” Recent market volatility has had many investors asking a similar question about the stock [...]

Advice to the Advisors

Preferred Stock as Portfolio Ballast | Sheaff Brock Institutional

Preferred Stock as Portfolio Ballast

“Corporate bonds and preferred stocks are two of the most common ways for a company to raise capital,” Ravi Srikant writes in Investopedia, and income-seeking investors, he says, can make good use of both. While bonds make regular interest payments, preferreds pay fixed dividends, Srikant explains, going on to note three qualities the two investment types share: Interest rate sensitivity—the security’s price falls when interest rates rise. Callability—the issuer has the right to call back the security and issue [...]