If Congress passes a big infrastructure bill, federal money pouring into traditional infrastructure would combine with certain private spending on IT/tech infrastructure to produce a big potential upside for clients of advisors who position portfolios adroitly and ecumenically. This area has all the makings of a key prong in a broader, effective strategy for straddling the pandemic and post-pandemic markets.
David Sheaff Gilreath, a certified financial planner, is a 39-year veteran of the financial service industry. He established Sheaff Brock Investment Advisors LLC, a portfolio management company based in Indianapolis, with partner Ron Brock in 2001. The firm manages over $1 billion in assets nationwide.