RSS

Asset Management

Ivan Glickman

The Politics of Investments

Friday, September 18, 2009   The Race from Bretton Woods Poignancy will not be lost in this edition of the strategist.  I write to you this week from Bretton Woods in New Hampshire as I prepare to embark on a ...READ»

Ivan Glickman

Remember: Performance is not an outcome, it is a discipline

Friday, September 4, 2009   Cue September As if simply following the media script, markets finally pulled back again this week after relentless gains. Measuring the severity of the fall, last Friday we closed at ...READ»

Ivan Glickman

Performance is not an outcome, it is a discipline...

Tuesday, August 18, 2009   "Leveling off" In the Fed’s FOMC release on Wednesday, Bernanke and Co. asserted that from their vantage point, the economy is "leveling off". This shift in language from "stabilizing" ...READ»

Hennion and Walsh on CNBC: Tax Free Municipal Bonds

Hennion and Walsh President, Bill Walsh, tells CNBC viewers that while tax free municipal bonds may not be a sexy investment, they can be an appropriate investment, along with the reasons why.READ»

Ivan Glickman

Buy in May and Go Away!

Wednesday, June 3, 2009   Buy in May Students of the Stock Traders Almanac will tell you that market returns over the best six month period of the year (November 1st thru April 30th) tend to trump those of ...READ»

Ivan Glickman

Washington Briefing May 2009

Friday, May 8, 2009   Mr. Waddell Goes to Washington Earlier this week, Stacie and I had a terrific opportunity to travel to Washington for a comprehensive debriefing.  Through my membership in the Society of ...READ»

Ivan Glickman

From Housing to Banks to Revenue...

Friday, April 24, 2009   SOU Viewing Reminder   To view the 2009 State of the Union videos on Youtube click here.   From Housing… We concluded last week’s edition of the ...READ»

Ivan Glickman

This one has not gotten away!

Monday, April 20, 2009   Waddell Stimulus Package The family trip to Disney World has done wonders for Disney shares.  Our adventure last week drove them up 8%.  Orlando appears to be recession resistant ...READ»

Ivan Glickman
NASDAQ   |  Comment

Showtime!

Monday, February 9, 2009 Showtime I remember having breakfast with one of our treasured clients on Thursday, September 18th.  He asked me if I felt that the markets could repair themselves.  I responded emphatically, ...READ»

Ivan Glickman

Super Bowl Indicators

Sunday, February 1, 2009   Bravo!  If you haven’t picked up a copy of Thursday’s Wall Street Journal, please do.  It reads like Hemingway.  I laughed, I cried, I liked it better than "Cats."  The world suffers no ...READ»

Hennion and Walsh News: Is Cash You Keep at Your Brokerage Safe?

"'With any brokerage firm you have to pay attention to what the sweep is going into,' says Bill Walsh, president of money-management firm Hennion & Walsh Asset Management"READ»

Investors Take To T-Bonds Amid Uncertainty

"'You still have a yield curve that makes sense,' said Bill Walsh, chief executive of the investment services firm Hennion & Walsh, since the shortest maturity still has the lowest yield. From a historical perspective, however, Walsh said the yield curve was pretty steep as a result of the usual pressures such as supply and demand and the flight to quality--bond markets are considered a safe place to park money."READ»

Hennion and Walsh News: Dow Jones Newswires - 11/14/2008

TIP SHEET: SmartGrowth Funds Bet On ETFs, Short S&P 500 "A U.S. recession isn't pretty for most companies, but portfolio managers at Hennion & Walsh Asset Management are betting on a universe of roughly 240 exchange traded funds to beat the worst bear market since the Great Depression."READ»

Investors Running Out Of Places To Hide

"Bill Walsh, Chief Executive of Hennion & Walsh, an investment-services company, said the modest improvement in bond prices--which lowers yields--was a flight to safety spurred by data released Wednesday showing that the U.S. job market weakened October."READ»

Hennion and Walsh News: When the stock and bond markets look scary, cash seems like a safe bet. But is it?

"While bank savings accounts, CDs and money markets can help you sleep better at night, 'they are terrible long-term assets because they are certain to depreciate in value over time," says Bill Walsh, president of Hennion & Walsh Asset Management in Parsippany, N.J.'"READ»

Hennion and Walsh News: Getting Your Shares

"Mahn says SmartGrowth's approach reflects what "many advisors and individual investors are starting to realize: that the depth of ETFs that are in the marketplace, with the ability to go long and short certain asset classes and sectors, and the ability to access foreign currency markets and commodities, in such an easy and convenient manner of an ETF, is affording an ability to build really cost-efficient portfolios."READ»

Hennion and Walsh News: The Retirement Angle

"One of the four difficulties faced by those who would like greater inclusion of ETFs in 401(k)s is the fact that most recordkeepers and TPAs cannot process ETFs as they stand right now through their own platforms, says Mahn, who is also chief investment strategist at Hennion & Walsh Asset Management in Parsippany, New Jersey."READ»

Bonds slip as economy shrinks less than forecast

"Consumer spending is about 70 percent of the GDP and this looks like the lowest it has been in two decades, which goes to show that in the fourth quarter we are going into the recession, said Bill Walsh, president of Hennion & Walsh in Parsippany, New Jersey."READ»

Hennion and Walsh News: US economy officially shrinking

"Consumer spending is about 70 percent of the GDP and this looks like the lowest it has been in two decades, which goes to show that in the fourth quarter we are going into the recession, said Bill Walsh, president of Hennion & Walsh in Parsippany, New Jersey."READ»

Hennion and Walsh News: For Many US Funds, Only Back In Brazil In Mid-2009

"As late as the third quarter we still had some emerging market assets ... but we sold them all," said Kevin Mahn, chief investment officer at Hennion & Walsh Asset Management, Inc.READ»

Hennion and Walsh News: Treasuries - Bonds Fall As Bailout Hopes Pare Safety Bids

"A lot will hinge on the passage of a rescue plan, the sooner the better. It remains an uncertainty in the market," said Kevin Mahn, chief investment officer at Hennion & Walsh Inc. in Parsippany, New Jersey.READ»

Hennion and Walsh News: Investors Clamor For ETFs in Retirement Account

Investors "are asking about them all of the time, and they want them added to their portfolios,"said Kevin Mahn, chief investment officer at Hennion & Walsh Asset Management Inc. of Parsippany, N.J., which manages about $300 million.READ»

Hennion and Walsh News: Market Volatility Fuels Confidence Crisis

"In the near term, this is all going to lead to increased volatility. But if we can get past this, I can see the market turning around in the fourth quarter, and I see a nice rally in the first quarter of next year," said Kevin Mahn, chief investment officer at Hennion & Walsh Asset Management Inc., a Parsippany, N.J.-based firm with $300 million under management.READ»

Hennion and Walsh News: Market Volatility Fuels Confidence Crisis

"In the near term, this is all going to lead to increased volatility. But if we can get past this, I can see the market turning around in the fourth quarter, and I see a nice rally in the first quarter of next year," said Kevin Mahn, chief investment officer at Hennion & Walsh Asset Management Inc., a Parsippany, N.J.-based firm with $300 million under management.READ»

Hennion and Walsh News: Market Volatility Fuels Confidence Crisis

"In the near term, this is all going to lead to increased volatility. But if we can get past this, I can see the market turning around in the fourth quarter, and I see a nice rally in the first quarter of next year," said Kevin Mahn, chief investment officer at Hennion & Walsh Asset Management Inc., a Parsippany, N.J.-based firm with $300 million under management.READ»

Syndicate content