Sean Hanlon

Mid-Year Update, Inflation, AI

US Stocks, Nasdaq Composite, S&P 500, Market Capitalization

On June 6th, the European Central Bank (ECB) cut its key interest rate from 4% to 3.75%.

As investors, we must often remind ourselves that markets are forward-looking in nature, and that the current, known events have less influence on market returns than ...

2023 will go down as the year when Artificial Intelligence (AI) became omnipresent in the lexicon of society.

As US Large Caps, particularly US Tech stocks, continue to set new high after new high, many investors are questioning whether we have reached “bubble” territory.

INTRODUCTION If one were to rank the biggest drivers of stock market performance in 2023, mega-cap dominance and the missing recession would likely be atop the list.

“Don’t fight the Fed” is a stock market mantra that has proven true thus far in 2023.

2023 Federal Tax Forms 1099-DIV – Reports ordinary and qualified dividends and short- and long-term capital gains distributions for taxable and tax-exempt accounts.

In our Annual Outlook for 2023, we raised the possibility that the US economy could potentially avert recession in 2023, powered by full employment and robust consumer...