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.
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Insightful analysis of investment strategies and approaches, along with potential outcomes
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Video commentary on movements and trends in U.S. and global financial markets
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Our thoughts on everything from markets to the Federal debt to interest rates and more
So far this year, the market has brought a string of new highs for major indexes, making investors and advisors who had been worried about a recession very happy. But now, the question is, how long can this market high last? According to CIO Dave Gilreath, it might last for a while yet. Read Dave's latest Medical Economics article for 9 reasons the bull market may continue.
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.
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.
Equities continue to look pretty appealing as the Q1 earnings season is wrapping up.
When you hear the word "volatility," what comes to mind? For many investors, it brings up the fear of damaged stock portfolios. But CIO Dave Gilreath shares in his latest article for Medical Economics how volatility is actually widely misunderstood, and how investors can potentially harness volatility for gain.
The stock market has started to creep upwards from its low levels in 2022—”the bull has awakened,” as they say. But what’s next? CIO Dave Gilreath talks through how to navigate the mixed market signals with your clients to find out.
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.
Now that is a way to start the year off! In January 2024, the S&P 500 reached a new record high for the first time in two years.
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.