November 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...

October 2021

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 writes in Financial Planning. "Inflation has emerged as the new spoiler for retirement." "Investors have shifted their spectrum of concerns from slow growth, high unemployment, and deflationary pressures at the beginning of 2021, to inflation,...

August 2021

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 by dramatic changes in consumer behavior linked to business shutdowns, travel restrictions, and social distancing during the pandemic.” JR Humphreys of Innovative Portfolios agrees, adding that just as the recession was not caused by internal weaknesses...

July 2021

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 a time of huge financial uncertainty, and clients and prospective clients want your guidance,” Samantha Russell writes in Advisor Perspectives. “The pandemic has brought current events to the forefront,” she notes. As far as black swan events go,...

June 2021

The Short and Long of the U.S. Labor Shortage

“Millions are out of a job. Yet some employers wonder: Why can’t I find workers?” reads a recent NPR Morning Edition headline. Post-COVID, some industries are thriving and eager to hire. After the loss of 22 million jobs over the course of the pandemic, with only a little over half of those since recovered, one...

May 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...