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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 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,” Matthew Bechard, Editor-in-Chief of REIT Magazine predicts. JR Humphreys, portfolio manager of the Innovative Portfolios Real Estate Income & Growth Strategy, is in agreement. To be sure, Humphreys admits, certain areas of real estate were negatively,...
Exposing Market Bubbles
“The next time a client tells you that stocks are in a bubble, consider a polite way to say, ‘I don’t think that word means what you think it means,’” John Waggoner wrote back in August of 2016, citing Wharton School of Finance professor Jeremy Siegel. An overvalued market isn’t necessarily a bubble—the market...
“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 concedes. On the other hand, he reminds us, the stock market is a forward-looking animal, and clues indicate rosier times ahead. In fact, there is a very real potential for the Dow Jones Industrial Average...
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, Jeff Benjamin observes wryly in Investment News. Whether Democrat or Republican, educating clients and debunking myths that keep clients from making reasoned investment decisions is nevertheless part of an advisor’s job. “People are polarized, but...