2% GDP Growth – Get Comfortable With It

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In a first century fable, Gaius Julius Phaedrus said “things are not always what they seem; the first appearance deceives many; the intelligence of a few perceives what has been carefully hidden.” At first glance, fables seem like nothing more than entertainment, but hidden within are deeper meanings and truisms. What Phaedrus was telling us was that we need to look deeper, below the surface, to see what the real meaning of the story is. … Read More

Why You Need Tactical and Alternative Investments In Your Portfolio

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In the field of investing, the question of which assets to own and how much of each asset to own is an eternal one. Since asset blends and proportions have a large impact on portfolio performance, the importance of asset allocation cannot be overstated. The Old Fashioned Approach For decades, many advisors and clients have adopted a long-term strategic approach that allocates X% of a portfolio to stocks and Y% to bonds. A common allocation … Read More

Is All Passive Investing The Same?

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Passive investing has become all the rage as hundreds of billions of dollars flow from lagging active managers to passively invested ETF/Mutual Fund index-linked products. We can see from the graph below that the flow into passive investments is remarkable.Some of our age’s greatest investors have echoed the benefits of passive investing. Jack Bogle built the multi-trillion-dollar investment firm Vanguard upon the tenet of low cost index investing. Even the sage of Omaha, Warren Buffet, … Read More

Did You Miss the Forest for the Trees?

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When you’re too close to a situation, it’s helpful to step back and get a big-picture perspective. In the investment world, that means looking well beyond how various types of investments are performing today, and instead looking for performance over the long haul. Investors often focus too much on just one Asset Class, usually the best performing Asset Class over recent months and years. Performance, however, tends to run in cycles as various Asset Classes … Read More

2017 Q1 Quarterly Report

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US Economic Commentary The 1st quarter started with the US stock market consolidating its gains during most of the month of January. After the January 20th presidential inauguration, the market resumed its upward trend as investors looked forward to the new administration’s planned elimination of over-regulation, initiating huge infrastructure projects, building up the US military establishment, and the restructuring of both the personal and corporate tax code, including lowering tax rates. Investors were particularly looking … Read More

Hanlon Enhances Aggregation with
Morningstar’s ByAllAccounts

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Hanlon today announced a new agreement with Morningstar, Inc. (MORN), a leading provider of independent investment research, for Morningstar’s ByAllAccounts on Hanlon’s Wealth Platform. Morningstar® ByAllAccounts℠ service for Advisors aggregates investor accounts and provides daily updates for a more holistic view of total wealth. Sean Hanlon, Chairman and CEO of Hanlon, said, “We are thrilled to work with Morningstar to bring our advisors, their firms, and their clients the most comprehensive aggregation technology. The Hanlon … Read More

Commentary On The High Yield Market

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Historically, January has been high yield’s strongest month, with a positive monthly return in 26 out of the last 31 years, or roughly 84% of the time. We can see this (outlined in orange) in the following table highlighting the monthly returns of the Bank of America Merrill Lynch US High Yield Master II Index Total Return. Not only does January historically have the highest percentage of positive months, it also has the highest average … Read More

Interactive Advisory Software Is Now Doing Business
As Hanlon Advisory Software.

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Egg Harbor Township, NJ – Hanlon announced today that Interactive Advisory Software (“IAS”) will begin doing business as Hanlon Advisory Software (“HAS”) effective March 20, 2017. The goal of the name change is to leverage the strength of the Hanlon brand and to align its corporate and product brand identities. Hanlon Advisory Software will continue to be the leading provider of fully bundled software and back/middle office services for financial institutions, wealth managers, advisors, broker/dealers … Read More