Equity Options as a Strategy for Concentrated Equity Positions: Part One – Covered Calls
Many investors end up with concentrated equity positions over the course of their investing tenure. Some may receive equities...
Is a Shift in the Growth/Value Seesaw on the Horizon?
According to Innovative Portfolios CIO Dave Gilreath, the long period in which growth stocks dominated the stock market may...
The Big Bad Tax Hike—Calming Client Fears
The Biden administration has made no secret of its intention to effect tax hikes, identifying the two prime targets...
The Multifaceted Role of REITs in Post-Pandemic Portfolios
“REITs and the 516,000 properties they own and operate will play a key role in bringing America back together,”...
“20 for 20” Innovation Will Spur a Roarin’ 20s Act II
2020 was not a very good-news year, for either clients or advisors, Innovative Portfolios Chief Investment Officer Dave Gilreath...