Tag Archives: Rich Hennion

Stocks Bounce Back on Subdued Inflation Concerns

U.S. Stocks bounced backed last week with their second best performance of the year. The S&P 500 Index gained 3.6%, the Russell Midcap Index advanced 3.8%, and the Russell 2000, a gauge of the Nation’s smallest publicly traded companies, ended the week 4.2% higher ... Read More

Stocks Trend Higher for All the Right Reasons

U.S. Stocks posted their second straight week of gains following early February’s headline grabbing sell-off. Now that the dust has settled, it appears investors are increasingly focusing on the tremendous earnings growth corporations generated in the fourth quarter as well as the optimistic forward guidance provided by management ... Read More

The Fundamentals behind the Technicals

The U.S. stock market experienced its worst week since 2015 as concerns over rising inflation led to a chain reaction of systematic selling. The resulting market moves were some of the most dramatic seen since the Great Financial Crises. ... Read More

The Good Times Roll Again for Another Week

U.S. Stocks experienced yet another week of substantial gains as the dollar continued to fall and interest rates rose. The S&P 500 Index gained 2.2% outpacing gains in the Russell Midcap Index which advanced 1.6%, and the Russell 2000 Index which gained 0.7%. ... Read More

Another Advance in Stocks as Earnings Reports Start to Roll In

Stocks broadly gained again last week as economic data continues to surprise to the upside and traders prepare for the release of more corporate earnings reports from the 4th quarter of 2017. In the U.S., the S&P 500 Index gained 0.9%, the Russell Midcap Index advanced 0.5%, and the Russell 2000 Index, a gauge of U.S. small cap stocks, gained 0.4%. ... Read More

Will the Strong Performance of 2017 Repeat in 2018?

U.S. stocks finished the final week of the 2017 with a slight loss on low trading volume as many on Wall Street took the holiday shortened week off. The S&P 500 Index’s decline of 0.33% last week did little to detract from the +20% advance generated from 12 consecutive monthly gains. ... Read More

Stocks Gain as Taxes and the Fed Dominate Headlines

U.S. Stocks mostly gained last week with the S&P 500 Index rising 0.95%, the Russell Midcap Index finishing unchanged, and the Russell 2000 Index gaining 0.6%. On the international front, developed markets moved 0.14% higher while emerging markets claimed a 0.7% rise ... Read More

Playbook for Congress Tax Plan

Kevin Mahn, Hennion & Walsh Asset Management, joins the CNBC Power Lunch team, Tyler Mathisen, Brian Sullivan, Melissa Lee, Dominic Chu and Quincy Crosby of Prudential to discuss the tax plan and 2018 investment opportunities. Click here to watch the ... Read More

Stocks Continue their Upward Climb Ahead of Final Fed Meeting of 2017

U.S. Stocks marginally gained value last week as both houses of congress met to reconcile their respective tax bills and investors awaited this year’s final meeting of the Federal Open Market Committee (FOMC) this week. The S&P 500 index gained 0.4%, the Russell Midcap index gained 0.3%, and the small cap-oriented Russell 2000 index slipped 1%. On the international front, developed markets gained 0.1% while emerging markets declined 0.5% ... Read More

Stocks Gain during a Busy Week

U.S. equities had their second best performance of the year gaining 1.6% last week despite a sharp intra-day decline on Friday when the Dow Jones Industrial Average fell over 300 points. The Russell Midcap Index grew 1.5% on the week while the Russell 2000 Index moved 1.2% higher ... Read More

Investors Gearing Up for the Final Month

Stocks found stable footing during last week’s holiday shortened trading session. During the three and half days the U.S. markets were open, the S&P 500 Index gained 0.9%, the Russell Midcap Index gained 0.8%, and the Russell 2000 Index ended the week 1.8% higher. ... Read More

Investors have a lot To Be Thankful for in 2017

The S&P 500 index is up an impressive 17% this year. Internationally, developed markets are up 21% and emerging markets are up a whopping 35%! Even the bond market has investors “giving thanks” for the 5% return generated by corporate debt so far this year and the 7% they’ve received in the high yield debt sector. ... Read More

A Busy Week for Markets Leaving Plenty for Investors to Digest

There were a number of major economic data releases, policy announcements, and earnings reports last week that caused markets to react, albeit mildly. Domestically, large cap stocks were the only capitalization group to advance last week despite the release of details pertaining to tax legislation that could disproportionately benefit smaller firms. ... Read More

Stocks Diverge for the Week as Economy Starts to Heat Up

U.S. large cap stocks were one of the only areas of the global stock market to register a positive return last week. The S&P 500 Index gained 0.2% and is now up 17.2% since the start of the year. Balance was required in order to have captured last week’s gains, however, with large cap value companies falling 0.5% and growth companies gaining 0.9% ... Read More

Strong Financial Conditions are Underpinning Markets: Strategist

Kevin Mahn, Hennion & Walsh Asset Management, and Quincy Krosby, Prudential Financial, discuss their year-end market strategies. Click here to watch the video on CNBC. ——————————————————————————————————————— Disclosure: Hennion & Walsh Asset Management currently has allocations within its managed money program and ... Read More

How Much Higher Can Stocks Climb?

Stocks gained for a sixth straight week with the S&P 500 Index gaining 0.9%, the Russell Midcap index gaining 0.8%, and small cap stocks, as measured by the Russell 2000 Index, moving 0.5% higher. International equities declined last week with developed markets losing 0.3% and emerging markets falling 0.5%. ... Read More

Fourth Quarter Earnings Season Underway

U.S. Stocks gained again last week with the S&P 500 Index moving 0.2% higher to close at 2,553 on Friday. The Russell Midcap Index also gained 0.2% last week while small cap stocks, as represented by the Russell 2000 Index, fell 0.5%. ... Read More

A Strong Start to the Fourth Quarter

The fourth quarter got off to a strong start last week as U.S. equities rallied on the back of economic data and hope for tax reform. The S&P 500 and Russell 2000 Indexes each gained 1.3% while the Russell Midcap Index moved 1.2% higher. ... Read More

Why Biotech and emerging markets trades still look strong

By Kevin D. Mahn, president and chief investment officer, Hennion & Walsh Asset Management Kevin Mahn, CIO of Hennion and Walsh Asset Management, joins Yahoo Finance’s Alexis Christoforous and Pras Subramanian to discuss the investment themes he’s following this summer—from ... Read More

SmartTrust® Adds Industry Veteran to its Experienced UIT Team

PARSIPPANY, N.J., Aug. 7, 2017 /PRNewswire/ — Hennion & Walsh has recently hired an industry veteran to complement its team of experienced professionals for its proprietary SmartTrust® Unit Investment Trust (UIT) business. John Browning has joined as a Senior Vice ... Read More

Earnings and Employment Reports Push Stocks Higher

Most major stock indexes posted strong results last week following more positive earnings announcements and a better than expected employment report. The S&P 500 Index gained 0.7%, the Russell Midcap Index gained 0.4% and the Russell 2000 Index saw prices fall 0.2% ... Read More

International Stocks Surge

U.S. Stocks had one of their best weeks of 2017 with the S&P 500 Index and the Russell 2000 Index each advancing 1.5%. The Russell Midcap Index lagged but still posted positive results with a 0.9% gain. As has been the theme thus far in 2017, Growth stocks continue to outpace Value companies. ... Read More

Stocks Rally on Global Political News and Earnings

Stocks rallied last week following news that the Trump administration would release details of their tax reform package and reports of stronger than expected earnings growth. The S&P 500 Index gained 0.9% while the Russell Midcap Index posted a 1.5% advanced. ... Read More

Geopolitical Risks Shake Markets

Stocks fell last week as geopolitical concerns roiled domestic equity markets. Both the S&P 500 and Russell Midcap Indexes lost 1.1% during the holiday shortened week while small cap stocks, as measured by the Russell 2000 Index, dropped 1.4%. “Risk-off” assets such as U.S. Treasuries and Gold served as a safe haven for investors over the course of the week. ... Read More

Investors Turn Focus to Earnings

During the first week of the second quarter of 2017, the S&P 500 Index lost 0.2% in a volatile week of trading. Elsewhere domestically, the Russell Midcap Index fell 0.6% while the Russell 2000 Index lost 1.5%. Real Estate and Energy stocks were the best performing sectors to start the quarter with gains of 0.7% and 0.6% respectively. ... Read More

Volatility Returns as Investors Start to Rethink the “Trump Trade”

The S&P 500 Index fell 1.4% last week and snapped its streak of over 100 trading days without a loss of 1% or more. The shallow selloff was a bit steeper for the Russell Midcap Index which fell 1.5% and the Russell 2000 Index which fell 2.6%. ... Read More

Fed Rate Hike Met with Muted Market Reaction

Stocks found solid footing last week with gains across all major indices. The S&P 500 Index gained 0.3%, the Russell Midcap Index gained 1% and the Russell 2000 Index gained 2%. International stocks far outpaced the U.S. last week and now lead year-to-date in 2017. ... Read More

Strong Employment Report Paves the Way for the Fed

Stocks broke their recent streak of weekly gains after the S&P 500 Index declined 0.4% last week. Mid and Small cap stocks also dropped as evidenced by the Russell Midcap Index losing 1.3% and the Russell 2000 Index falling 2.0%. Internationally, the MSCI EAFE Index, which is a gauge of international developed markets, offered some relief gaining 0.4% while the MSCI Emerging Market Index, which is a measure of international emerging markets, posted a loss of 0.5% ... Read More

Fed Now Likely to Hike Rates in March

U.S. Large cap stocks once again saw a week of gains with the S&P 500 Index adding 0.7% to take its year-to-date return up to 6.9%. On the Mid and Small cap front, the Russell Midcap Index gained 0.2% while the Russell 2000 Index fished the week flat. ... Read More

Inflation Heats up and Stocks Gain

Domestic stocks posted another week of gains while inflation data came in hotter than anticipated and Janet Yellen delivered her semi-annual testimony before congress. The S&P 500 Index gained 1.6% while the Russell Midcap and Russell 2000 each gained 0.8%. ... Read More

Stocks Advance despite Uncertainties

In an otherwise choppy week of trading amidst light economic data, major averages advanced on Thursday and Friday following a statement from Trump to unveil a “phenomenal” tax plan, fulfilling a campaign pledge, in the coming weeks. U.S. stocks advanced 0.9% last week as the S&P 500 Index reached a new all-time high of 2,316 ... Read More

Earnings and Jobs Data Paint Optimistic Picture

Stocks finished the week marginally higher with the S&P 500 Index gaining 0.2%. U.S. Mid and Small Cap stocks also ended last week with a gain of 0.4% in the Russell Midcap Index and a gain of 0.5% in the Russell 2000 Index. Across these three size groupings; growth stocks have outpaced value stocks so far this year by noticeable margins of 2.5% for large companies, 1.5% for midsized companies, and 2.1% for small firms. ... Read More

Look out for some “Trump Bumps” in the Road Ahead

Stocks finished higher last week both in the U.S. and internationally led by some additional fuel from the “Trump Trade” rally and positive reports on the U.S. economy. For the week, the S&P 500 and Dow Jones Industrial Average Indexes rose by 1.04% and 1.34% respectively. ... Read More

Diversified Investors Off to Good Start in 2017

U.S. large cap stocks fell slightly last week with the S&P 500 Index returning -0.1%. Smaller firms faired a little better as evidenced by the Russell Midcap Index gaining 0.1% and the Russell 2000 Index increasing by 0.4%. ... Read More

Stocks Higher as 2016 Finish Line Approaches

Stocks finished last week marginally higher on low volume as many traders started their holiday vacations early. On the domestic front, the S&P 500 Index gained 0.35%, Mid-cap1 stocks gained 0.2% and Small cap2 stocks saw a 0.6% increase. ... Read More

Santa Claus Starts to Deliver Early

U.S. Small Cap stocks1 led the way last week with gains of 5.6% followed by Mid2 and Large3 Cap companies which saw equally impressive gains 3.5% and 3.1% respectively. International markets also exhibited positive returns with developed4 and emerging5 stock markets increasing by 2.9% each. ... Read More

Stocks Slip but Prospects Remain Bright

Stocks gave back some of their recent gains last week with the S&P 500 Index losing 0.9%. Small cap (1) stocks in the U.S., which recently have surged and are up 17.3% on the year, also fell last week dropping 2.4%. On the international front, developed markets (2), slipped back 0.2% and emerging markets (3) declined by 0.3%. Oil (4) posted an impressive increase of 12.2% on the week following a reported agreement by OPEC to cut production ... Read More

Drama Ahead of OPEC Meeting while the Fed Waits around the Corner

Stock markets in the U.S. and around the world gained value during a shortened week of trading for U.S. investors. The S&P 500 Index increased 1.5%, while international developed1 and emerging2 markets each gained 1.3%. ... Read More

U.S. Stock Rally Continues as Economic Optimism Abounds

U.S. Stocks continued their post-election rally last week with Large Cap1 companies posting a 0.9% gain, Mid Cap2 stocks gaining 2.0%, and Small Cap3 equities moving 2.6% higher. The U.S. Dollar4 rose 2.2% against a trade-weighted basket of securities for the week and is now up 3.4% since November 8. ... Read More

Stocks Post Surprising Gains as Optimism Grows Following Trump Victory

U.S. Stocks staged a surprising rally last week on the back of now President Elect Donald Trump’s unexpected victory in the U.S. Presidential Election. Despite the futures market falling dramatically overnight, stocks recovered and the S&P 500 Index finished week with a 3.9% gain while the Dow Jones Industrial Average posted an impressive 5.5% advance. ... Read More

Stock Futures Pare Overnight Losses as Donald Trump is Elected President of the United States

If there is one thing that markets typically don’t like, it is uncertainty. Both good and bad news can be accounted for in many trading strategies but uncertainty creates a paranoia that forces many investors to hold large cash positions and ultimately can result in a drag on future returns. ... Read More

Solid Earnings and Economic Data Forgotten Amidst Political and Monetary Uncertainty

Large Cap U.S. Stocks fell 0.7% while Small Cap U.S. Stocks fell 2.5% as risk off sentiment rippled through the markets last week. In addition to stocks feeling pressure, bonds offered no shelter as yields rose in anticipation of an upcoming interest rate hike and better than expected economic activity raised the prospect for a faster pace of monetary tightening ... Read More

Positive Data Helps Stocks Move Modestly Higher

U.S. Stocks rose 0.4% last week as both earnings announcements and economic data releases painted a relatively optimistic picture of the U.S. economy and corporate profitability. On the international front, developed markets rose 0.5% despite the European Central Bank (ECB) leaving monetary policy unchanged and, for the time being, not adjusting their asset purchase program. ... Read More

Fluctuations Foreshadow a Likely Volatile Fourth Quarter

Stocks and bonds moved in sync last week, falling in value nearly across the board with the exception of the Utility, Real Estate and Telecom sectors of the stock market and the High Yield sector of the U.S. bond market. ... Read More

Preparing for Volatility

The S&P 500 Index dropped 0.6% last week, while on the international front developed markets fell 0.8% and emerging markets gained 1.3%. Economic data continues to suggest that the economy is expanding at a moderate pace, firming the argument for an interest rate hike before year-end and pushing the yield on the 10 Year U.S. Treasury up to 1.73% from 1.60% last week ... Read More

A Relatively Quiet but Profitable Third Quarter

U.S. stocks gained 0.2% last week, developed international markets declined 0.65%, and emerging markets fell 1.5%. Headlines were dominated by a potential OPEC deal which propelled oil prices 7.7% higher, closing the week at $48.24 for a barrel of WTI Crude. ... Read More

The Fed Leaves Rates Unchanged AGAIN and Stocks Bump Higher

The widely anticipated Federal Reserve (“Fed”) meeting ended last Wednesday with the non-earth shattering news that rates would be left unchanged again by the Fed. Stocks rallied around the world in response, which was somewhat surprising given that the probability for a rate hike was quite low. ... Read More

SmartTrust® Adds New Product Strategy focused on Preferreds

PARSIPPANY, N.J., September 13, 2016 /PRNewswire/ — SmartTrust® UITs has rolled out a new strategy, the Preferreds Plus Trust. This latest strategy is focused on investing primarily in preferred securities. The Preferreds Plus Trust seeks to provide investors with current ... Read More

The Return of Market Volatility

After 43 trading days without a change in value of greater than 1.0%, the S&P 500 Index dropped 2.5% on Friday, reminding investors that prices can move quickly and without much warning. After the close on Friday, the market had lost 2.4% for the week - the worst 5 day performance for U.S. stocks since February. ... Read More

A Bumpy Start and Quiet End to the Summer of 2016

U.S. Stocks churned last week again trading minor daily gains with losses but ultimately finished the week higher by 0.6% following a weaker than expected Employment Report that prompted some to believe a September rate hike is now off the table. International stocks posted mixed results with the MSCI EAFE Index, which measures international developed markets, gaining 0.5% while the MSCI EM Index, which measures international emerging markets, fell 0.1%. ... Read More

Yellen’s Remarks Spark a Hawkish Tone

Stocks broke their winning streak last week with the S&P 500 Index losing 0.7%, in balanced albeit light sell off that saw growth stocks losing 0.7% and value stocks losing 0.6%. Small Cap U.S. stocks actually posted marginal gains of 0.1% last week and are now up 10% for the year, essentially on par with their domestic Mid-cap counterparts which have appreciated 9.9% while outpacing U.S. Large cap stocks which are up 7.7% for 2016. ... Read More

Markets Remain Remarkably Quiet…for Now

Record low levels of volatility persisted into yet another week with U.S. and emerging markets finishing essentially flat and developed international markets posting a slight drop of 0.6%. The performance of the U.S. market was driven by gains in value stocks of 0.4% being partially offset by losses in growth stocks of 0.2%, as measured by the Russell 1000 Value and Growth Indexes respectively. ... Read More

Stocks Further their Advance as Earnings Season Wraps Up

In another week of low volatility that saw no daily price changes exceed 1%, the S&P 500 Index posted a meager gain of 0.1%. International developed markets* exhibited the strongest performance with a 2.9% weekly gain and are now up 2.3% for the year ... Read More

U.S. Stocks March Forward as Economic Data Remains Strong

The S&P 500 Index edged up half of one percentage point last week as volatility picked up slightly but remained well below historical averages. U.S. Stocks are now up 8.2% (when measured by the S&P 500 Index) and/or 8.1% (when measured by the Dow Jones Industrial Average) this year ... Read More

Federal Reserve Maintains Rates, U.S. GDP Disappoints and International Stocks Post Gains

U.S. stocks sold off slightly last week with the S&P 500 index losing 0.05% and the Dow Jones Industrial Average falling 0.75%. Conversely, International Developed markets outpaced both U.S. stocks and international emerging markets with gains in the MSCI EAFE Index of 2.4% versus the 0.5% increase in the MSCI Emerging Markets Index. ... Read More

Federal Reserve is Set to Meet As Q2 Earnings are Beating Many Expectations

Stocks posted less robust yet still positive results last week amid investor anticipation of upcoming central bank meetings. The S&P 500 Index gained 0.6% and is now up 7.7% for the year as growth stocks have rallied in recent weeks ... Read More

Stock Market Gains Continue as Interest Rates Stay at Historic Lows

Stocks in the U.S. posted another week of strong gains and international developed markets joined in on the fun as Brexit fears continue to subside and strong global economic reports point to relatively stable economies throughout much of the world. ... Read More

S&P 500 Index Hits Record High as Q2 Earnings Season Kicks Off

Markets rebounded aggressively last week, posting some of the best weekly returns of 2016. For example, U.S. stocks, as measured by the S&P 500 Index, gained 3.3%, international developed markets, as measured by the MSCI EAFE Index, gained 3.5% and the MSCI Emerging Market Index moved 4.5% higher ... Read More

Markets Rebound, Post Best Weekly Returns of 2016

Markets rebounded aggressively last week, posting some of the best weekly returns of 2016. For example, U.S. stocks, as measured by the S&P 500 Index, gained 3.3%, international developed markets, as measured by the MSCI EAFE Index, gained 3.5% and the MSCI Emerging Market Index moved 4.5% higher. ... Read More

Federal Reserve Takes Dovish Stance Amid Uncertainties

U.S. Stocks fell 1.1% last week during a series of risk off trading sessions that spurred a flight to quality and led the yield on the 10 year U.S. Treasury down to 1.62%. International developed markets dropped 2.8% and emerging markets lost 2.1% ... Read More

Stocks Little Changed on Brexit and Fed Uncertainty

U.S. Stocks had a mixed week with the S&P 500 Index losing 0.11% and the Dow Jones Industrial Average gaining 0.35%. On the international front, developed markets continue to lag their emerging market counterparts with the MSCI EAFE Index losing 1.72% and the MSCI Emerging Market Index gaining 1.05%. ... Read More

Flat Week of Returns Capped by Jobs Disappointment

U.S. stocks finished nearly flat last week with the S&P 500 Index gaining 0.04% and the Dow Jones Industrial Average losing 0.30%. On the international front, Developed Markets gained slightly, when measured in U.S. Dollars, with the MSCI EAFE Index increasing 0.19% ... Read More

Stocks Poised for Second Straight Month of Gains

U.S. stocks come back after Memorial Day Weekend poised to finish May with their second best monthly performance of 2016. The S&P 500 Index, as of Friday, May 27, has gained nearly 2% this month on the back of positive economic data and an increased likelihood of the Federal Reserve (“Fed”) hiking interest rates again in either June or July. ... Read More

It’s Now Been a Year Since S&P 500 Index Hit a Record High

U.S. Stocks broke their losing streak last week gaining 0.35%, while on the international front developed markets, with a weekly gain of 0.33%, outpaced their emerging market counterparts which fell 1.32% ... Read More

SmartTrust® Adds Triple Threat to Its UIT Team

PARSIPPANY, N.J., May 24, 2016 /PRNewswire/ — Hennion & Walsh has recently hired 3 experienced professionals for its proprietary SmartTrust® Unit Investment Trust (UIT) business. These individuals will serve in different, critical roles to help further support and grow the ... Read More

Investors Retreat after Positive Economic Data Reports

Positive reports on retail sales, producer prices and consumer sentiment were not enough to stave off a decline in stock prices at the end of the week as the Dow Jones Industrial Average (DJIA) finished Friday down 185 points to a closing level of 17535. Friday’s sell-off was widespread as all 10 sectors of the S&P 500 index (S&P 500) finished lower for the day. ... Read More

Investors Continue to Crave Income Producing Investments in Low Rate Environment

Stocks posted a second consecutive week of losses in the five day trading period that ended Friday. U.S. Stocks* lost 0.3%, International developed equities* lost nearly 3% and Emerging Markets* fell 4.1%. For the year, emerging markets continue to be the strongest geographical group with a gain of nearly 2% for the year, followed by U.S. stocks which are up 1.4% ... Read More

Market Leadership Shifts Ahead of April Fed Meeting

After outpacing domestic* and emerging markets* last week, international developed equities* posted their second consecutive week of gains and are now up 0.44% for 2016. The 1.3% gain in the MSCI EAFE Index, which is used to help measure the performance of international developed markets, was stronger than the 0.5% gain in U.S. Stocks and the -0.14% loss in emerging markets for the week, making this the second consecutive week of international developed market outperformance. ... Read More

Value Stocks Continue to Lead

Stocks around the world rebounded last week led again by emerging markets* which gained 3.7% over the five day trading session. Developed international markets* outpaced U.S. equities with a gain of 3.6% versus the 1.7% increase witnessed in the S&P 500 Index. ... Read More

Kick Off to Earnings Season

U.S. stocks* reversed trend last week, falling 1.2% as investors took profits and “batten down the hatches” ahead of Q1 earnings season. International stocks posted mixed results with developed markets* advancing 0.7% and emerging markets* falling 1.1% ... Read More

Markets Finish a Volatile Q1 Slightly Higher

The first quarter of 2016 came to a close last Thursday leaving in its wake three months of volatility in U.S. stocks* that concluded with a 6.8% gain in March. For the year, the S&P 500 Index finished Q1 up 1.8%, a far cry from the 10% tumble the benchmark took from the start of the year to February 11 when stocks bottomed ... Read More

Upside Risk to Inflation May Force Fed’s Hand Earlier than Many Currently Expect

U.S. stocks* broke a five week winning streak, falling 0.2% during the holiday shortened 4 day trading period last week. Following the tragic attacks in Brussels in addition to mixed economic data that was reported, markets exhibited range-bound trading, not rising or falling more than 1% during any one day. ... Read More

The Fed Turns Dovish

After tumbling the first two months of the year, U.S. stocks* posted their fifth consecutive weekly gain and have found themselves in positive territory for the first time in 2016. The S&P 500 Index has now gained 6.21% during the month of March after falling nearly 4.96% in January and another 0.13% in February. ... Read More

Impactful Insights with SmartTrust®: Part 2

Vanderbilt Financial Group CEO and Impact Enthusiast, Steve Distante, had the pleasure of sitting down for a chat with Kevin Mahn on February 19th, 2016. This is part two of our two part interview series; if you missed part one, ... Read More

Markets Sleep on it, but Ultimately Cheer ECB Comments

Equities continued their winning streak last week with both domestic and international stock market indexes posting gains. The S&P 500 Index has now climbed back nearly 10% from its February 11, year-to-date low and is only 0.6% below its December 31, 2015 closing level ... Read More

Impactful Insights with SmartTrust®: Part 1

Vanderbilt Financial Group CEO and Impact Enthusiast, Steve Distante, had the pleasure of sitting down for a chat with Kevin Mahn on February 19th, 2016. Kevin is the Chief Investment Officer of SmartTrust® UIT. Steve nicknamed Kevin, the “Chief Impact ... Read More

Have the Markets Now Turned the Corner?

Stock markets both in the U.S. and internationally continued to build momentum and posted a third straight week of gains as of the close of trading on Friday, March 4. On the home front, Small cap companies* posted the strongest gains last week, moving 4.3% to the upside but still have some ground to make up after being down 4.5% for the year as of Friday’s close. ... Read More

U.S. Stock and Oil Prices Stick Together BUT Decouple from China

U.S. equity markets capped off a second consecutive week of gains, inching closer to their end of 2015 levels on the back of a decoupling between U.S. stock and oil prices from the Chinese stock market. This decoupling could mark a significant shift in market sentiment and we are anxious to see if U.S. stock prices will eventually decouple from oil prices in the future as well. ... Read More

Stocks Break Winning Streak while Index Performance Diverges

Following two consecutive weekly gains in U.S. stock market indexes, most major benchmarks turned lower last week with the S&P 500 Index (S&P 500) falling over 3%, the Dow Jones Industrial Average (DOW) dropping over 1.5% and the NASDAQ moving 5.3% lower. The technology heavy NASDAQ , after outperforming the S&P 500 Index in 2015 by over 8%, is now in “correction” territory after having lost close to 13% thus far in 2016 alone. ... Read More

Market volatility reigns, but buying opportunities abound

This year is off to one of the worst starts in the history of the Dow Industrials, and investors are increasingly concerned about wealth preservation in these turbulent times. Yet, a turnaround is inevitable, and investors are pondering the possibility ... Read More

U.S. Stocks Finish January on a High Note but Volatility Reigns Supreme

While the volatility of January 2016 will not soon be forgotten, the prospects for it being the worst start to a new year on record, which once seemed likely, did not come to fruition. Thanks to two consecutive weekly gains, the S&P 500 Index ended January “only” down 4.96%, just ahead of 2009’s 5.1% drop. ... Read More

U.S. Stock Market Performance and the Link to Oil

Stock markets around the world posted their first weekly gain of 2016 last week, despite continued day-to-day volatility. The S&P 500 Index concluded the week with a daily gain of over two percent during Friday’s trading session allowing the benchmark to finish the week with a 4 day gain of 1.4%. International developed and emerging markets also saw marginal price gains of 0.2% each (in U.S. Dollar terms) during the week ... Read More

Lessons from Volatility

Stocks started off 2016 with their worst weekly performance since September of 2011. In fact, Monday January 4th through Friday January 8th, during which the S&P 500 Index dropped 5.9% and the Dow Jones Industrial Average fell 6.1%, will be remembered as the worst week to start a new year in the history of the U.S. Stock Market. ... Read More

2016 Off to a Volatile Start

Stocks around the world fell sharply on the first trading day of 2016 with the S&P 500 index losing 1.53%, the Euro Stoxx 50 index falling 3.14%, and the Japanese Nikkei 225 index dropping 3.06%. This was sparked by a now second time offender; the Shanghai stock market (or the Shenzhen CSI 300 index), which fell 7% causing trading to be halted for the day. ... Read More

A Challenging Year of Soft Returns and Great Uncertainty

2015 will likely be known as a year of soft, if not downright weak, returns in asset classes across the board. With one holiday shortened week of trading left, domestic and international stocks, bonds, commodities and REITs have all registered returns ranging from almost negative 30% to positive, low single digits. ... Read More