Equity Options as a Strategy for Concentrated Equity Positions: Part One – Covered Calls
Many investors end up with concentrated equity positions over the course of their investing tenure. Some may receive equities...
Offering No Guarantees, History Remains a Powerful Tutor
"The pain is being felt worldwide… Inflation in the U.S. is at a 40-year high…ordinary consumers are seeing prices...
Is a Shift in the Growth/Value Seesaw on the Horizon?
According to Innovative Portfolios CIO Dave Gilreath, the long period in which growth stocks dominated the stock market may...
With REITS, Inflation Needn’t be the Spoiler
Inflation is certainly a topic of concern these days. "New Inflation Fears Rattle Wall Street, Retirement Planners," Lynnley Browning...
Real Estate as a Paradigm for Economic Recovery
What didn’t cause the recession is perhaps more important to study than what did, nareit.com writes, positing that the recent recession was caused...
Financial Insights on the Tail of the Pandemic Swan
“Clients want to hear from you about economic events and how they affect their wealth and investments. This is...
Popular Posts
The Big Bad Tax Hike—Calming Client Fears
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.
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.
The Big Bad Tax Hike—Calming Client Fears
The Biden administration has made no secret of its intention to effect tax hikes, identifying the two prime targets...
The Multifaceted Role of REITs in Post-Pandemic Portfolios
“REITs and the 516,000 properties they own and operate will play a key role in bringing America back together,”...
Exposing Market Bubbles
“The next time a client tells you that stocks are in a bubble, consider a polite way to say,...
“20 for 20” Innovation Will Spur a Roarin’ 20s Act II
2020 was not a very good-news year, for either clients or advisors, Innovative Portfolios Chief Investment Officer Dave Gilreath...
Debunking Popular Myths About Post-Election Market Direction
Politics has become such a hot-potato topic that most financial advisers trying to avoid it when talking with clients,...