What Happens Now That the Fed Cut Interest Rates?
The Federal Reserve has finally cut interest rates, a move that the market had eagerly anticipated for some time....
Is the Economy’s “Soft Landing” Finally Here?
Economic conditions and data points continue to evolve, sending mixed signals. While growth appears to be slowing, the Federal...
REITs May Be Lovable Again
The real estate sector is starting to turn the corner after being unloved for the last few years. The...
AI’s Effect on the S&P 500
Jubilant emotions related to the Artificial Intelligence (AI) revolution are likely clouding investors' perceptions. Investors can’t seem to get...
With Q1 Earnings Season at an End, What’s Next?
Equities continue to look pretty appealing as the Q1 earnings season is wrapping up. The cumulative effects of inflation...
April’s Stock Market Corrections Brought a Breather
Stock Market corrections are a healthy part of investing - they give everyone a chance to lock in some...
About Our Two Cents
Innovative Portfolios is a highly experienced institutional money management firm offering actively managed portfolio strategies to financial professionals, RIAs, consultants, and institutional investors. Our goal is to deliver outperformance in income and/or growth for investors seeking higher yield.
Our Two Cents is the forum where we share our thoughts on everything from money and the markets to interest rates, the economy, the Federal debt, historical trends and much more.
Featured Investment Managers
Dave Gilreath
Founding principal, Chief Investment Officer, and Portfolio Manager Dave Gilreath leads investment policy for Innovative Portfolios and is involved in equity decisions regarding all of the firm’s portfolio strategies.
JR Humphreys
As Senior Portfolio Manager, JR Humphreys is responsible for securities selection, building portfolios, and trading for both the Preferred Income and the Real Estate Income and Growth investment strategies for Innovative Portfolios.
All Eyes on the S&P 500 Index
Now that is a way to start the year off! In January 2024, the S&P 500 reached a new...
Out With 2023, In With a New High for the S&P 500
A new record! It took just over two years, but on January 19, 2024, the S&P 500 reached a...
After 2023, Can Anyone Predict the 2024 Market?
Nobody has a crystal ball; Wall Street certainly doesn’t. At the end of last year, most economists were predicting...
How Magnificent Have “The Magnificent Seven” Stocks Really Been This Year?
The stock market in 2023 has generally been dominated by the Magnificent 7: Apple (AAPL), Microsoft (MSFT), Alphabet (GOOG,...
What’s Driving the Resilient Economy? Consumers
The US economy continues to be very resilient. Pundits have been predicting a recession for a while, and many...
Rising Mortgage Rates and the Bottom Line
The national average mortgage rate has been climbing all year, from 6.42% at year-end to 7.19% as of 9/21/2023...
Wall Street’s Outlook is Increasingly Positive
The U.S. economy and consumers have been a lot more resilient in 2023 than many expected. Entering the year,...
DISCLAIMER
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.