Innovative Portfolios is making news in the investment industry.
Our money managers contribute market commentary to a variety of financial news sources. We provide analyses of investment strategies, market movement, and potential outcomes to support financial professionals, advisors, and institutional investors. And we are committed to education and information for registered investment advisors, providing tools and resources that take advantage of our experience as investment advisors.
News, Analysis, and Commentary
Click any of the links below to access our investment perspectives, strategic briefs, and much more.
The notion that rising interest rates are bad for stocks is wrong and illogical. Dave Gilreath, Innovative Portfolios Chief Investment Officer and Portfolio Manager, discusses this topic, inflation fears, market performance in these environments, and how to exorcise the fear in your clients’ minds. Published May 4, 2021, in Medical Economics magazine.
During periods of high market volatility, individual investors typically become fearful, so it’s only natural for them to react skittishly to proposals for new types of investments when volatility is brisk. Indeed, they’re worried enough about the investments they already hold.
Are you putting off the uncomfortable conversation with your clients? Innovative Portfolios Chief Investment Officer Dave Gilreath discusses strategies for dealing with clients with a potential correction on the horizon. Published in FA Online March 29, 2021.
News outlets are predicting that China will overtake the United States as the world’s largest economy in the near future, but Innovative Portfolios CIO Dave Gilreath doesn’t believe China has the necessary staying power. Listen to his reasoning.
According to a 2019 ETF study by Charles Schwab, 79% of people surveyed indicate that ETFs are their “investment vehicle of choice.”
Innovative Portfolios contributes investment commentary to these news resources.
The Innovative Portfolios team has decades of experience in developing investment portfolios and option-based strategies on top of traditional investments.