Gilreath

Innovative Portfolios: Happy 10th Birthday, Bulls of the Dow!

Retrieved on: 
Thursday, June 15, 2023
Portfolio, DJIA, Research, Dow Jones Industrial Average, Gilreath, Dow, Bulls, Dog, Dow Jones, Fine chemical

INDIANAPOLIS, June 15, 2023 /PRNewswire/ -- Innovative Portfolios marks the 10th birthday of their portfolio strategy, Bulls of the Dow, designed to seek capital appreciation in a portfolio of 10 individual stocks selected from the Dow Jones Industrial Average.

Key Points: 
  • After 10 years, the Bulls of the Dow strategy is still doing exactly what Innovative Portfolios designed it to do.
  • Innovative Portfolios Managing Director and Chief Investment Officer Dave Gilreath came up with the Bulls of the Dow concept 10 years ago while reflecting on the Dogs of the Dow strategy during a shower.
  • Innovative Portfolio's Bulls of the Dow strategy takes the 30 companies that comprise the Dow Jones Industrial Average (DJIA) and assesses their fundamental strengths.
  • With results like these, Innovative Portfolios doesn't plan on changing their recipe for Bulls of the Dow anytime soon.

Sheaff Brock: Could 2023 be a Bridge Over the 2022 Market's Troubled Waters?

Retrieved on: 
Tuesday, April 4, 2023
FactSet, Treasury, ETF, Gilreath, Research, European, Dow, History, Water, Financial adviser, Security (finance), Growth

INDIANAPOLIS, April 4, 2023 /PRNewswire/ -- After an historically bad year for investors in U.S. equities in 2022, Sheaff Brock Managing Director and Chief Investment Officer Dave Gilreath and Sheaff Brock Managing Director Ron Brock review the market's trials and tribulations in the company's year-end report to clients. They also consider how 2023 might be a bridge to help investors cross over the market's troubled waters.

Key Points: 
  • They also consider how 2023 might be a bridge to help investors cross over the market's troubled waters.
  • 2022 brought many challenges, but the stock market has historically performed well after Midterm election years.
  • Anticipating that the 2023 market will follow these positive historical trends, Gilreath and Brock outline their plans for this upcoming year.
  • So Gilreath and Brock say "adieu" to the tumultuous market of 2022 and look forward to what 2023 will bring.

Sheaff Brock Reviews Chip Stocks' Potential Trading Opportunities

Retrieved on: 
Friday, September 9, 2022
Philosophy, Research, Time, McKinsey & Company, KPMG, SEC, Multimedia, Gilreath, Financial adviser, Form, LLC, TD Ameritrade Network, SBIA, Growth, Deloitte

INDIANAPOLIS, Sept. 9, 2022 /PRNewswire/ -- Sheaff Brock CIO Dave Gilreath explores chip stocks and their possible trading opportunities in an article for Financial Advisor Magazine, "Why Chip Stocks Are a Near- and Long-Term No-Brainer."

Key Points: 
  • These projections are linked with extremely high confidence in the industryat an all-time high, KPMG reportsregarding performance this year.
  • The highly digital focus of the United States should continue to drive demand for chip stocks, keeping tech as a market driver.
  • Sheaff Brock is an SEC-registered, fee-only independent investment firm striving to enhance portfolios of growth- and income-oriented investors, managing $1.0 billion in assets nationwide as of 6/30/2022.
  • Sheaff Brock Investment Advisors, LLC ("SBIA") is an SEC-registered investment advisor founded in 2001.

Sheaff Brock Celebrates 20 Years of Atypical Investing

Retrieved on: 
Thursday, December 2, 2021
Gilreath, TD, Time, Income, Form, Alpha, SEC, TD Ameritrade, Financial adviser, Goal, Registered investment adviser, Health, LLC, The Intelligent Investor, TD Waterhouse, SBIA, Multimedia, RIA, Growth

Sporting the company mantle of "Innovative Portfolios for the Intelligent Investor," Sheaff Brock focuses on income-generation and/or growth through equity portfolios, option overlays, money management services, and mutual fund strategies.

Key Points: 
  • Sporting the company mantle of "Innovative Portfolios for the Intelligent Investor," Sheaff Brock focuses on income-generation and/or growth through equity portfolios, option overlays, money management services, and mutual fund strategies.
  • "Sheaff Brock will always continue to offer innovative and atypical investment opportunities for clients, just like we have for our first 20 years."
  • Sheaff Brock principal David Gilreath contributes investment commentary to CNBC.com , Medical Economics , Seeking Alpha ,and Financial Advisor magazine .
  • Sheaff Brock Investment Advisors, LLC ("SBIA") is an SEC-registered investment advisor founded in 2001.

Sheaff Brock's Dave Gilreath Looks at Market Potential

Retrieved on: 
Friday, March 19, 2021
Gilreath, CNBC, Stock market, Television

INDIANAPOLIS, March 19, 2021 /PRNewswire/ --With 2020 in the rear-view mirror, Sheaff Brock Managing Director and Chief Investment Officer Dave Gilreath recapped highlights in the company's year-end report to clients while also looking to the market ahead.

Key Points: 
  • INDIANAPOLIS, March 19, 2021 /PRNewswire/ --With 2020 in the rear-view mirror, Sheaff Brock Managing Director and Chief Investment Officer Dave Gilreath recapped highlights in the company's year-end report to clients while also looking to the market ahead.
  • Returns were almost twice as good in the up years as the losses in down years, confirming that, over the long-term, the stock market has gone up.
  • Sheaff Brock , however, considers this a great time to be an investor in U.S. stocks if maintaining a long-term outlook.
  • Sheaff Brock principal David Gilreath contributes investment commentary to CNBC.com , Seeking Alpha , HCPLive , and Financial Advisor magazine .

Dr. Paul Gilreath of Gilreath Family Dentistry in Marietta, Georgia, earns the distinction of being recognized as an Invisalign Platinum Provider

Retrieved on: 
Monday, January 25, 2021
Dental equipment, Orthodontic appliances, Clear aligners, Gilreath, Dentistry

At Gilreath Family Dentistry, Invisalign clear aligners are one of the treatment options offered for patients.

Key Points: 
  • At Gilreath Family Dentistry, Invisalign clear aligners are one of the treatment options offered for patients.
  • As an Invisalign Platinum provider , Dr. Gilreath has extensive Invisalign training and knowledge which ensures exceptional cosmetic results and optimal patient outcomes.
  • As an Invisalign Platinum provider, Dr. Gilreath assists patients in achieving their smile goals discreetly and comfortably.
  • Contact Gilreath Family Dentistry today for a consultation to see how Dr. Gilreath's Invisalign expertise can help you reach your dental goals.

Sheaff Brock Money Manager Highlights "The Golden Cross"

Retrieved on: 
Tuesday, August 25, 2020
Registered Investment Adviser, Financial adviser, Gilreath

INDIANAPOLIS, Aug. 25, 2020 /PRNewswire/ -- Sheaff Brock principal Dave Gilreath noted the recent appearance of "The Golden Cross," which signifies potential of a major rally or bull market on the horizon.

Key Points: 
  • INDIANAPOLIS, Aug. 25, 2020 /PRNewswire/ -- Sheaff Brock principal Dave Gilreath noted the recent appearance of "The Golden Cross," which signifies potential of a major rally or bull market on the horizon.
  • Sheaff Brock is an SEC-registered, fee-only independent investment firm striving to enhance portfolios of growth- and income-oriented investors, managing $900.4 million in assets nationwide as of 6/30/2020.
  • Sheaff Brock principal David Gilreath contributes investment commentary to CNBC.com , Seeking Alpha , and Financial Advisor magazine .
  • Sheaff Brock Investment Advisors, LLC ("SBIA") is an SEC-registered investment advisor founded in 2001.

Sheaff Brock Reviews the 2020 Election Chartbook

Retrieved on: 
Thursday, August 6, 2020
Gilreath, Financial adviser, Registered Investment Adviser, National Football League

INDIANAPOLIS, Aug. 6, 2020 /PRNewswire/ -- Sheaff Brock principal Dave Gilreath assessed the relationship between presidential election outcomes and the history of stock market returns to consider what may be ahead for the 2020 election.

Key Points: 
  • INDIANAPOLIS, Aug. 6, 2020 /PRNewswire/ -- Sheaff Brock principal Dave Gilreath assessed the relationship between presidential election outcomes and the history of stock market returns to consider what may be ahead for the 2020 election.
  • Looks like we may be able to predict the 2020 Presidential election outcome by October 31st.
  • Sheaff Brock principal David Gilreath contributes investment news to CNBC.com , Seeking Alpha , and WealthManagement.com .
  • Sheaff Brock Investment Advisors, LLC ("SBIA") is an SEC-registered investment advisor founded in 2001.