Earnings And Stock Market Valuations

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While US equity markets have struggled to maintain consistent upward momentum roughly halfway through 2018, the underlying earnings that ultimately drive equity valuations have received a boost thanks to decent GDP growth and a pro-business administration, highlighted by the recent corporate tax cut legislation. On a trailing twelve-month (TTM) basis, S&P 500 reported earnings are anticipated to rise 9% in Q2 to a forecasted $125. Analysts believe the TTM growth rate will then continue at … Read More

2018 Mid-Year Update

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Economic Backdrop The “goldilocks” scenario of economic growth with low inflation, necessary for the US Federal Reserve (Fed) to continue its moderate pace of quantitative tightening, evaporated temporarily in early February when inflation data surprised to the upside. Sudden spikes in nominal interest rates from rising inflation expectations signaled an expectation that the Fed’s hand would be forced to raise the benchmark Fed Funds rate more quickly than anticipated. It seemed that the Tax Cuts … Read More

Getting Back To Being In Front of Clients and Prospects – Leaving The Rest To Us

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Financial Representatives are facing higher expectations than ever before. Maintaining a successful relationship with clients requires not only developing a financial plan or tax strategy. In today’s constantly connected world, you must be accessible 24/7 to serve your clients, and somehow find the time to open, service, and manage client accounts, all while handling day-to-day office duties, and reviewing strategic business concerns. These pressures can make the Financial Representative feel encumbered with trying to be … Read More

If Your Client Were Asked?

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If your client was asked by their best friend who they should use as a financial advisor, would this be your client’s answer? “I don’t know exactly what my advisor does, when they will call me next, and they handle 37% of my wealth so you should definitely call them to help you” Well, that probably isn’t the answer you hope they give. And while you think you know what your clients say about you, … Read More

The Crystal Ball Is A Little Hazy

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The Federal Reserve Open Market Committee (FOMC or Fed) meets eight times a year, approximately every six weeks, to discuss and set monetary policy. But just prior to four of those meetings, right around the end of each quarter, the FOMC participants submit projections for five key economic variables. These variables are; real output growth, unemployment rate, overall inflation, core inflation, and short-term interest rates (Federal Funds Rate). Their projections cover three years, as well … Read More

Stevens Institute of Technology Awards Sean Hanlon Highest Honor for Professional Achievement and Service

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EGG HARBOR TOWNSHIP, N.J., April 17, 2018 – Sean Hanlon, Founder, CEO and Co-Chief Investment Officer of innovative asset management firm Hanlon Investment Management, and ’80 alumnus of Stevens Institute of Technology, was awarded Steven’s Honor Award, recognizing notable achievement in the field of investment and wealth management, and financial technology (fintech), at the annual Stevens Awards Gala at The Plaza Hotel New York on April 14, 2018. The gala brought together alumni, friends and … Read More

2018 Q1 Quarterly Report

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Economic Commentary The latest estimate for 4th quarter US GDP was revised higher at an annualized 2.9% growth rate. So far, consensus expectations for the 1st quarter of 2018 are similar to earlier 4th quarter estimates of 2.5%, with the preliminary release coming on April 19th. Weak consumer spending and retail sales data has weighed slightly on estimates, and continues to be somewhat of a conundrum as consumer confidence has been extremely high since the … Read More