
The stock market has inherent risks, but the common belief that bonds with the best credit ratings are virtually riskless is false.

Dave S. Gilreath, a certified financial planner, is a 40-year veteran of the financial services industry. He established Sheaff Brock Investment Advisors LLC, a portfolio management company based in Indianapolis, with partner Ron Brock in 2001. The firm manages more than $1 billion in assets nationwide.

The stock market has inherent risks, but the common belief that bonds with the best credit ratings are virtually riskless is false.

The U.S. economy has remained robust, the stock market is arguably in a new bull, and there are many indications that both will probably remain strong into 2024.

Investors considering real estate investment trusts (REITs) these days might want to focus on the last part of the famous saying from Warren Buffett: be “greedy when others are fearful.”

As the overall stock market morphs from a post-bear market to an embryonic bull, demand for manufacturing and construction materials is increasing, signaling distinct growth potential for this small but important sector.

As Madonna said in a 1984 hit, we are living in a material world.

A current investing fad is to be stubbornly bearish.

Preferred stocks are something of a bond-stock hybrid. They don’t rise as much as common stocks, but they also don’t fall as much.

A slavish devotion to diversification can be self-defeating.

All too often, individual investors overlook or underestimate the importance of having a sound asset location strategy.

If a recession does begin this year, it will likely be far too mild to justify the longstanding “recessionoia” in the financial community and media.

Many individual investors tending to their portfolios are in a quandary about where to invest new cash in 2023.

In active management, investors rely on their skills (often with poor results) or those of professional investment managers (with widely varying results) to make investment decisions.

What many people think are the worst of times to invest are often actually the best, and vice versa.

How can you protect your wealth from inflation’s erosion of buying power if the traditional solution — bonds — won’t do this job?

Stock market turbulence may increase in the coming weeks, as it has in early autumn in recent years. This time, bumps from potentially rising volatility could be especially rough because of existing market chaos.

Stock market turbulence may increase in the coming weeks. Yet investors shouldn’t be looking around for parachutes marked “sell.”

Since 1960, reinvested dividends have accounted for 84% of the total return of the S&P 500

How to earn money ‘while you sleep’.


No matter what your age or risk tolerance, investing is a lot easier and likely more successful if your perspective is informed by market history.

Many investors are looking for assets that don’t move with stocks and are inflation-proof. Are REITs the answer?

Many investors are looking for assets that don’t move with stocks are inflation proof. Are REITs the answer?

Fear that a market-punishing recession is right around the corner seems ubiquitous.

Is the economy on the verge of a crash? Let’s examine what the facts say.

Contrary to popular belief, high volatility is not a terroristic threat to investors. Rather, it is a natural part of the stock market.



These myths are often repeated, but they aren't necessarily true. Which ones have you fallen for?

Here are some common myths and reasons to reject them.

Individual investors often approach stock purchases with trepidation, yet you can ease these fears by assessing trends.