Innovative Portfolios Editor, Author at Innovative Portfolios - Page 3 of 3

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How Magnificent Have “The Magnificent Seven” Stocks Really Been This Year?

Innovative Portfolios EditorNovember 10, 2023PerspectivesAlphabet (GOOG, Amazon (AMZN), Apple (AAPL), dividends, economy, GOOGL), magnificent seven stocks, market outperformance, market-cap, Meta Platforms (META), Microsoft (MSFT), Nvidia (NVDA), political uncertainty, price-to-earnings-ratio, research, rising interest rates, S&P 500 Equal Weight Index, S&P 500 Index, slow domestic growth, strong dollar, tech stocks, Tesla (TSLA), valuation metrics

The stock market in 2023 has generally been dominated by the Magnificent 7: Apple (AAPL), Microsoft (MSFT), Alphabet (GOOG,...

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What’s Driving the Resilient Economy? Consumers

Innovative Portfolios EditorSeptember 13, 2023Perspectives, Possibilitiesconsumer debt levels, consumer strength, economy, growth, increasing delinquencies, low unemployment rate, payroll increase, recession predictions, resilient economy, restrictive interest rates, strong jobs data

The US economy continues to be very resilient. Pundits have been predicting a recession for a while, and many...

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Rising Mortgage Rates and the Bottom Line

Innovative Portfolios EditorAugust 13, 2023Perspectives30-year mortgage rate, contract interest rate at origination for mortgages outstanding, economy, fixed-rate mortgages, home inventory levels, home price inflation, homeowner equity, mortgage interest rates, mortgage lock-in, national average mortgage rate, planning, refinance mortgage rates, residential inventory unit level, rising interest rates, S&P/Case-Shiller U.S. National Home Price Index

The national average mortgage rate has been climbing all year, from 6.42% at year-end to 7.19% as of 9/21/2023...

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Wall Street’s Outlook is Increasingly Positive

Innovative Portfolios EditorJuly 13, 2023Perspectives, Possibilitiescredit spreads, economy, equity markets, high-yield companies, inflation decline, interest rate inversion, investment-grade bonds, investment-grade companies, market expectations, positive market outlook, recession predictions, resilient economy, US economy, Wall Street

The U.S. economy and consumers have been a lot more resilient in 2023 than many expected. Entering the year,...

Brad Stark, Compliance Manager, and Tiffany Kryder, Operations Manager

Two New Faces at Innovative Portfolios

Innovative Portfolios EditorMarch 1, 2023Perspectivescompliance manager, compliance professional, finance compliance, finance operations, financial trading, Innovative Portfolios option overlay strategies, investment compliance, investment due diligence, investment operations, operational efficiency, operations manager, option overlay strategies, regulation interpretation, securities trading

"Making sure everything is safe, secure, and suitable for both individual and institutional clients," is the way Brad Stark,...