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

BlackRock’s iRetire® Now Available on Hanlon’s Wealth Advisor Platform

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January 31, 2017 – NEW YORK–(BUSINESS WIRE) Hanlon Investment Management (Hanlon) is offering BlackRock, Inc.’s (NYSE: BLK) iRetire® retirement investment framework to financial advisors and wealth managers on the Hanlon Wealth Advisor Platform, the company announced today. The iRetire platform provides advisors with tools and resources to let investors see where they stand when it comes to the number that really matters – annual retirement income – and take action to help their clients close … Read More

2016 Q4 Quarterly Report

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Overall Market Commentary The fourth quarter of 2016 reminded investors that there are no certainties in life, or financial markets, as the upset victory of Donald Trump over Hillary Clinton left many political and investing professionals speechless. Dow Jones Industrial Average futures initially reacted with an 800-point free fall, but market sentiment quickly shifted and domestic equity indices surged to end the year near all-time record highs. Seemingly overnight, the narrative shifted; dire warnings against … Read More