In his latest article, CIO Dave Gilreath compares and contrasts stocks and bonds while highlighting the value in discipline and patience for stock investing.

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.

Rising interest rates have pushed the costs of financing property purchases up this year, but now that the Federal Reserve’s interest rate-hiking cycle is winding down, fears around REITs are proving to be overblown.

CIO Dave Gilreath and CFO Ron Brock joined the most recent episode of “The Portfolio Playbook” podcast. In it, they shared the story of how they built their own registered investment advisory business.

CIO Dave Gilreath and CFO Ron Brock sit down with Rick Rosenthal, Director of North American Derivative Sales at Cboe Global Markets and reflect on the first year of Innovative Portfolios’ two ETFs, which were converted from mutual funds in March of 2022.

Demand is increasing for manufacturing and construction materials; according to CIO Dave Gilreath, this trend points to distinct growth potential for this small but mighty sector.

At the halfway mark of 2023, CIO Dave Gilreath analyzes some sectors that may be appealing for recession disbelievers to invest in, such as industrials, materials, and financials.

Innovative Portfolios’ Bulls of the Dow strategy is 10 years old! But is it still doing what we designed it to do? Absolutely. Check out our press release to learn more about the creation of and performance of Bulls of the Dow over the past decade.

It’s no longer “hip to be square,” but rather “hip to be bear” for many professional investors, suggests CIO Dave Gilreath, despite signs that indicate the bear market may be on its way out.

After being exposed to recession-obsessed media for months, many investors remain stubbornly pessimistic despite positive market changes. CIO Dave Gilreath discusses how their pessimism is dangerously counterproductive, and how a view into the past might dispel their negative assumptions.

While the age-old adage for advisors is to push for investment diversification, CIO Dave Gilreath analyzes the concept of “diworsification,” or too much diversification, and how global investments might play a role.

CIO Dave Gilreath covers growth opportunities in preferred stocks in his latest Op-ed for CNBC. “Preferred prices generally remain depressed,” he says, “creating opportunity for investors who don’t mind wading in when the water is still a bit muddy.”

How time flies! Innovative Portfolios celebrated the first anniversary of their two ETFs, which were converted from mutual funds in 2022. To mark the occasion, the team gathered at Cboe Global Markets’ headquarters in Chicago on Tuesday, April 25th and rang the closing bell on the trading floor.

Recent speculation of further potential rate hikes might cause some investors to lose sight of basic investing principles due to anxiety. CIO Dave Gilreath provides tips on how to help your clients ignore the noise of “econotalk” and reassure them that now may be the best time to invest in the market.

Your clients have probably heard all about “asset allocation,” but have they heard of “asset location”? In his latest article, CIO Dave Gilreath shares the potential benefits for your clients to having a sound sense of what types of assets should be held in which types of accounts.

In looking at market and economic history, CIO Dave Gilreath says that the widely predicted recession in 2023 may turn out to be similarly apocalyptic—imminent, but not arriving. At least, not this year.

If your clients have extra cash to invest this year, have them take a look at dividend stocks. CIO Dave Gilreath discusses the merits of dividend stocks and how they might be able to help your clients, both financially and psychologically.

Many investors may not have more than a vague notion of what an exchange-traded fund is, potentially conflating them with mutual funds or index funds. To help you educate your clients, CIO Dave Gilreath shares a few talking points to break down ETFs and the opportunities they present.

At the start of the year, CIO Dave Gilreath reviews Active vs. Passive Management for investments and why now may be a good time for advisors to join team Active Portfolio Management.

What can investors expect for homebuilder stocks going into 2023? Coming after the rate ballooning of 2022 where rates topped 7%, CIO Dave Gilreath considers mortgage rates, employment, housing demand, and a few other factors you may have overlooked. With all these in mind, Dave examines what this means for the major names in the industry.

“It was the best of times, it was the worst of times…” But what if we challenge the idea that “the worst of times” also means the worst time to invest? CIO Dave Gilreath explains how the extremes of “best” and “worst” often overlap, and discusses how this bear market may not be such a bad thing for long-term investors.

CIO Dave Gilreath explores the health care sector, or the “Energizer bunny” sector due to its growth and continuing high demand. He analyzes 6 stocks that may appeal to long-term investors seeking to add or increase exposure to this sector.

With inflation eroding investors’ buying power and the traditional solution of bonds not helping protect your clients’ wealth, CIO Dave Gilreath and Senior Portfolio Manager JR Humphreys take a look at REITs and Preferred Stocks as an alternative for bond investors.