Innovative Portfolios is making news in the investment industry.
Our money managers contribute market commentary to a variety of financial news sources. We provide analyses of investment strategies, market movement, and potential outcomes to support financial professionals, advisors, and institutional investors. And we are committed to education and information for registered investment advisors, providing tools and resources that take advantage of our experience as investment advisors.
News, Analysis, and Commentary
Click any of the links below to access our investment perspectives, strategic briefs, and much more.
In the News
Market commentary and investment perspectives for a wide variety of financial news sources
Insights & Analysis
Insightful analysis of investment strategies and approaches, along with potential outcomes
Market Outlook
Video commentary on movements and trends in U.S. and global financial markets
Our Two Cents
Our thoughts on everything from markets to the Federal debt to interest rates and more
The question du jour is: how long will the current bull market last? While some advisors say it won't last much longer, CIO Dave Gilreath argues that this bull market may be no more than half finished, based on historical data and current market conditions.
Could we be in the early stages of a long-term bull market? In his latest webinar, CIO Dave Gilreath breaks down where we're currently at in the market and compares it to factors such as the US's labor productivity, long-term drivers of stock prices, and conditions of long-lasting bull markets from the past.
While there are many ways to build a fixed-income portfolio, one asset class that is often overlooked is Preferred Equities. Portfolio Manager & Research Analyst Tom Kaiser, CFA, CPA explains why not to pass them by in his latest white paper.
The real estate sector is starting to turn the corner after being unloved for the last few years.
When looking ahead to federal funds rate cuts, the real estate sector—and REITs, more specifically—stand to benefit more than others. But what are those potential positives in investing in REITs? Research Analyst & Portfolio Manager Tom Kaiser and Senior Portfolio Manager JR Humphreys break them down.
After a few years of abnormal market behavior, is 2024 the year we may finally see the market return to normal? CIO Dave Gilreath takes us back to 2020 and walks us through the past few years, explaining market behavior and sharing why this might finally be the year we can anticipate a return to normalcy.
Navigating the niche market of Preferred Stocks can be tough, which is why Senior Portfolio Manager JR Humphreys and CIO Dave Gilreath hosted a 1-hour webinar to talk all things Preferreds.
Jubilant emotions related to the Artificial Intelligence (AI) revolution are likely clouding investors' perceptions.
Innovative Portfolios contributes investment commentary to these news resources.
Our Team
The Innovative Portfolios team has decades of experience in developing investment portfolios and option-based strategies on top of traditional investments.