Kevin Mahn on Schwab: Earnings, Fed Stability, and a Stock‑Picker’s Market

Kevin Mahn discusses the S&P 500 (SPX) hovering near record highs as investor focus shifts firmly to earnings strength. He explains why a stable U.S. economy and cooling inflation could allow the Fed to hold rates steady, while healthy banking activity points to a resilient consumer. Mahn also highlights a stock‑picker’s market, pointing to opportunities across A.I. infrastructure, energy, aerospace, biotech, and selective international exposure.

Click to watch the complete discussion on the Schwab Network

Hennion & Walsh Asset Management currently has allocations within its managed money program and Hennion & Walsh currently has allocations within certain SmartTrust® Unit Investment Trusts (UITs) consistent with the several of the portfolio management ideas and/or companies discussed.