Innovative Portfolios Editor, Author at Innovative Portfolios

figure dressed in black climbing up marble stairs with light and shadows on the stairs, innovative portfolios perspectives

What Happens Now That the Fed Cut Interest Rates?

Innovative Portfolios EditorSeptember 30, 2024Perspectives10-year Treasury yield, Consumer Price Index, Federal Funds Rate, inflation slowdown, interest rate cuts, mortgage rate, resilient economy, U.S. Federal Reserve

The Federal Reserve has finally cut interest rates, a move that the market had eagerly anticipated for some time....

birds-eye view of a white spiral staircase leading down with a leafy hedge in the middle and someone reaching out from the stairs to touch the leaves, innovative portfolios perspectives

Is the Economy’s “Soft Landing” Finally Here?

Innovative Portfolios EditorAugust 31, 2024Perspectivesearnings growth expectations, GDPNow Model, inflation, market soft landing, S&P 500 Index, U.S. Bureau of Labor Statistics, unemployment rate

Economic conditions and data points continue to evolve, sending mixed signals. While growth appears to be slowing, the Federal...

side of a house, the bottom half is sided with bricks and the top half is sided with skinny wooden panels, innovative portfolios perspectives

REITs May Be Lovable Again

Innovative Portfolios EditorJuly 31, 2024PerspectivesConsumer-Price-Index (CPI), diversification, Dow Jones U.S. Select REIT Index, large-cap stocks, long-term investing, Real Estate Income & Growth, real estate sector, REITs

The real estate sector is starting to turn the corner after being unloved for the last few years. The...

close up of blue strands of lights on black background, innovative portfolios perspectives

AI’s Effect on the S&P 500

Innovative Portfolios EditorJune 30, 2024PerspectivesArtificial Intelligence (AI), Cboe Volatility Index (VIX), Equal Weight S&P 500, Nvidia (NVDA), resilient economy, S&P 500, Salesforce (CRM)

Jubilant emotions related to the Artificial Intelligence (AI) revolution are likely clouding investors' perceptions. Investors can’t seem to get...

close-up of red sneakers going up a blue staircase, innovative portfolios perspectives

With Q1 Earnings Season at an End, What’s Next?

Innovative Portfolios EditorMay 31, 2024Perspectivesequities, inflation, interest rates, market resiliency, Q1 earnings season, revenue growth, S&P 500

Equities continue to look pretty appealing as the Q1 earnings season is wrapping up. The cumulative effects of inflation...