In the News
Innovative Portfolios is a contributor of market commentary and investment perspectives to a wide variety of financial news sources and publications.
Natural Gas: A Potentially Timely Investment in Energy
While investing in the energy sector can be notoriously complex, now might be a great opportunity for your clients to invest in natural gas. In CIO Dave Gilreath‘s latest Medical Economics article, he shares his thoughts on why.
Investing in Liquefied Natural Gas Stocks
Market fluctuations can be uncertain, but long-term trends offer potentially strong options. One example: liquefied natural gas (LNG) continues to influence global energy markets. Learn more about LNG in CIO Dave Gilreath‘s latest Medical Economics article.
Natural Gas: A Potentially Timely Energy Investment
Have your clients considered investing in natural gas? With growing demand from EVs, AI, and global markets, now may be the time to take a closer look. Learn more in CIO Dave Gilreath‘s latest Medical Economics article.
Economic and Market Impacts of New Tariffs May Be Slight
Wondering how new tariffs might affect the market? CIO Dave Gilreath explains what your clients could potentially expect and how it might impact their investments in his latest article for Investing.com.
Market Stage Appears Set for Industrials’ Growth
Industrials have experienced steady growth, and some companies may be set to benefit even more. CIO Dave Gilreath has identified 15 companies in Industrials based on their fundamentals and lower risk—find out which ones in his latest Investing.com article!
The Myth of Cash on the Sidelines
Speculation’s on the rise that nearly $7 trillion currently in money market accounts will flow into stocks as interest rates fall. However, CIO Dave Gilreath says that this may largely be an assumption in his latest article for ThinkAdvisor.
Great Expectations May Need Adjusting
With the stock market, great expectations can lead to great disappointment. But CIO Dave Gilreath says that, even though we didn’t see as many rate cuts in 2024 as expected, that’s no reason to dump stocks. Read why in his latest article for Medical Economics.
Past Rate-Cut Cycles and Future Sector Performance
While conventional investing wisdom says that cyclical stocks will benefit the most from future Fed rate cuts, CIO Dave Gilreath says that there may be other sectors that will benefit even more. Read his latest Financial Advisor article to learn which ones.
Could Utilities Stocks Take a Hit After a Year of Transformation?
The utility sector has been shining brightly these last 12 months. In his latest article for Investing.com, CIO Dave Gilreath examines how the sector may continue to perform based on different future Fed rate cut scenarios.
Historical Returns In Fed Rate-Cut Cycles May Hold Clues To Sector Performance Next Year
In this post-Fed rate cut landscape, conventional wisdom states that cyclical stock sectors may perform the best moving forward. But CIO Dave Gilreath suggests that there may be some other, less obvious, market sectors that may fare even better in his latest Financial Advisor article.
Will the 2024 Presidential Election Affect the Stock Market?
Many investors are concerned about the affect of the presidential election results on the market. But CIO Dave Gilreath says in his latest Medical Economics article that there may not actually be a need to feel anxious—the election may not make that much of a difference.
Real Estate Investments Will Likely Rise As Rates Fall
The hot topic on the block recently has been the Fed finally cutting fund rates, and one particular stock type that’s poised to potentially benefit is real estate investment trusts (REITs). Research Analyst & Portfolio Manager Tom Kaiser explains in his latest article for Medical Economics.
How to Talk to Clients Who Fear the End of the Bull Market
Are your clients feeling rattled by the dips and rebounds of the market over the summer? CIO Dave Gilreath shares a few talking points to help soothe their fears and reassure them that this market may be longer-lasting than expected in his latest ThinkAdvisor article.
Why This Strong Bull Market May Get Even Stronger
Individual investors may naturally be tired of hearing how strong today’s bull market is, thinking perhaps that those reports are exaggerating. However, according to CIO Dave Gilreath, news outlets may be downplaying the power of the bull market instead. Read more of Dave’s thoughts in his latest Medical Economics article.
5 Reasons This Bull Market May Only Be Half Done
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.
Real Estate Investments Will Likely Rise as Rates Fall: A Look at 5 REIT Categories
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.
BDCs: An Overlooked but High-Paying Income Investment
What’s a high-yielding alternative investment that might help your clients diversify their portfolios? Business development companies (BDCs). In their latest Investing.com article, CIO Dave Gilreath and Research Analyst & Portfolio Manager Tom Kaiser present a current lay of the land of BDCs.
Can Preferred Securities Help Increase Investors' After-Tax Income?
Are you sleeping on an asset class that you shouldn’t be? Senior Portfolio Manager JR Humphreys shares how Preferreds might lead to more after-tax income for your clients, among other potential benefits. Read more in his latest article with Benzinga.
Can You Afford a Long Life?
Can your clients afford a long life? With more and more Americans underestimating their longevity, they may not be generating enough income through their investments to provide for those extra years. A potential solution, according to CIO Dave Gilreath? Lean into market volatility.
9 Reasons the Bull Market Will Continue
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.
Don't Let Volatility Hurt Your Stock Returns
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.
Op-ed: Here are 6 Health-Care Stocks to Watch Now, Amid a Bumpy Recovery
The healthcare market sector, which has had underwhelming performance over the past couple of years, is finally experiencing an upturn; after having improved over the past six months, the sector now has strong growth projections through the rest of the year. In his latest article for CNBC, CIO Dave Gilreath shares six healthcare stocks with attractive valuations, low-risk fundamentals, good earnings and strong growth projections.
History's Clues To The Post-Rate-Cut Market
Will lower federal funds rates really be a silver bullet for the market? CIO Dave Gilreath says that the impact of rates cuts on the market may not be as rosy as many expect. Read more of his thoughts in his latest Financial Advisor article.
History’s Clues for Market Performance in 2024
The S&P 500 has hit a record 22 new highs in 2024 so far. But we all know that what goes up must come down—the only question is when that will be. To help answer that, CIO Dave Gilreath suggests in his latest Medical Economics article that we look back through market history, since historical patterns tend to repeat.
DISCLOSURE
Innovative Portfolios, LLC (“IP”) is an SEC-registered investment advisor founded in 2015. Clients or prospective clients are directed to IP’s Form ADV Part 2A prior to deciding to participate in any portfolio or making any investment decision. The views and opinions in the preceding publications are subject to change without notice and are as of the date of the report. There is no guarantee that any market forecast set forth in any commentary will be realized. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice, and is not intended to predict or depict performance of any investment. Any specific recommendations or comparisons that are made as to particular securities or strategies are for illustrative purposes only and are not meant as investment advice for any viewer. The companies mentioned in the publications may be held by Sheaff Brock Investment Advisors, Innovative Portfolios, Innovative Portfolios’ ETFs or any other affiliates or related persons. Therefore, there is a conflict of interest that the advisors may have a vested interest in the Companies and the statements made about them. Past performance does not guarantee or indicate future results.
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