Tag - ETFs

Advice to the Advisors

Sheaff Brock Institutional | Gifts of Year-End Planning for Your Clients

Year-End Planning Ideas to Share with Clients

Even as your clients are rushing around to make eleventh-hour holiday gift purchases, it’s important to offer them “gift bags” filled with last-minute year-end planning ideas, all the while encouraging them to gear up for 2020. It’s never too late for a planning discussion, beginning with a reminder of year-end cutoff dates. Kiplinger.com offers a workable deadline checklist, while Sheaff Brock wealth managers offer some innovative “food for thought” as the year draws to a close. RMDs Required Minimum Distributions from IRAs, [...]

Advice to the Advisors

Sheaff Brock Institutional Group | Technical Analysis | Fundamental Analysis | Investment Advisors

Sector Allocation Using Technical Analysis—Alert for the Underloved

Dorsey Wright & Associates, now owned by NASDAQ, is an independent registered investment advisory firm based in Richmond, Virginia. The DWA point-and-figure charting service is just one of many value-added research tools used by Sheaff Brock investment management to enhance investment management for client portfolios. As value investors, Sheaff Brock investment managers are always on the alert for “underloved” sectors which, while having been temporarily out of favor, are coming back into notice. The Sheaff Brock Dividend Growth and Income [...]