Possibilities Archives - Innovative Portfolios

01NovNovember 1, 2021

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 be moving towards an end, with value stocks poised to resume leadership. Vanguard refers to the "East-vs.-West, Seabiscuit-vs.-Admiral" rivalry between growth and value stocks; Seeking Alpha calls it a tug of war. A Seeking Alpha study...

By Innovative Portfolios EditorPerspectives, Possibilitiesbull run market, Dave Gilreath, Delta variant of COVID-19, dividends, growth stocks, higher returns, Investopedia.com, outperform the market, price of commodities, reverse globalization, rising interest rates, small-cap value stocks, stock market, tech stocks, trading below worth, value stocksRead more...

01MayMay 1, 2021

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 as corporations and individuals making more than $400,000 annually. While it remains unclear just how much of this tax-raising agenda can progress from proposal to law, your clients are being told daily by the talking...

By Innovative Portfolios EditorPerspectives, Possibilitiescapital gains tax rate, Dave Gilreath, federal spending, Financial Planning magazine, Innovative Portfolios, investment portfolio, market corrections, S&P 500, tax burden, tax hikes, tax rates, tax-deferred accountsRead more...