hennion and walsh

Hennion and Walsh on CNBC: Tax Free Municipal Bonds

Hennion and Walsh — Tue, 04 Aug 2009 15:12:48 -0400

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.

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

Hennion and Walsh — Fri, 30 Jan 2009 11:08:06 -0500

Paulette Miniter
December 19, 2008

Do you know where the cash in your brokerage account goes each night? If not, start asking. Every brokerage firm offers some sort of cash-management account, or CMA, which generally allows you to trade securities, write checks, and use a credit or debit card -- all via a single account.

Investors Take To T-Bonds Amid Uncertainty

Hennion and Walsh — Fri, 30 Jan 2009 11:07:24 -0500

Melinda Peer, 11.18.08, 03:52 AM EST
Monday's gloomy economic data drove safe-haven seekers into Treasuries. Recession fears mounted on Monday, pushing down yields on long- and short-term Treasuries, as investors fled the uncertain equity market in favor of the U.S. government bond market.

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

Hennion and Walsh — Fri, 30 Jan 2009 10:57:03 -0500

By Kenneth Rapoza
Of DOW JONES NEWSWIRES
14 November 2008
8:00 PM GMT
Dow Jones News Service
English (c) 2008 Dow Jones & Company, Inc.

SAO PAULO (Dow Jones)--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.

Investors Running Out Of Places To Hide

Hennion and Walsh — Fri, 30 Jan 2009 10:48:22 -0500

They're for the risk-averse. And who wouldn't want a little steadiness in this wind-blown market?

They're for the quiet, steady side of your portfolio, the portion that lets you sleep well at night.

They're bonds -- and they usually don't give you much bang for the buck. But lately -- low-priced and with decent yields -- they have been returning far more than their riskier cousins: stocks.

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

Hennion and Walsh — Fri, 30 Jan 2009 10:45:12 -0500

Cold, hard cash would seem to be the ideal refuge for investors unwilling to put up with the uncertainty of today’s stock and bond markets. But it may come as a surprise to many that cash has its own safety issues. Bank failures could imperil savings accounts in certain situations, and some money market accounts are being threatened by upheaval in the global credit markets.

Hennion and Walsh News: Getting Your Shares

Hennion and Walsh — Fri, 30 Jan 2009 10:32:41 -0500

Advisors’ use of ETFs in client portfolios is growing more sophisticated as their options
increase

• James J. Green

11/1/2008

Hennion and Walsh News: The Retirement Angle

Hennion and Walsh — Thu, 29 Jan 2009 15:20:14 -0500

Elizabeth D. Festa
11/1/2008

Conditions are improving for the increased use of exchange-traded funds in 401(k) plans, according to their proponents in the third-party administrator and investment fields. Before then, however, acceptance both psychologically and technically must occur.

Bonds slip as economy shrinks less than forecast

Hennion and Walsh — Thu, 29 Jan 2009 15:18:45 -0500

John Parry
October 30, 2008

NEW YORK, Oct 30 (Reuters) - U.S. Treasury debt prices fell on Thursday, as stock index futures pointed to a higher start on Wall Street after the economy contracted less than expected in the third quarter, curbing government debt's safe-haven allure.

Bond investors continued to mull the prospects for more Federal Reserve interest rate cuts and initiatives to pump unprecedented extra amounts of liquidity into the global banking system, following Wednesday's 50 basis points cut in the target rate.

Hennion and Walsh News: US economy officially shrinking

Hennion and Walsh — Thu, 29 Jan 2009 15:09:11 -0500

October 30, 2008

The US economy shrank at an annualised rate of 0.3% between July and September,
according to figures from the Commerce Department.

The gross domestic product (GDP) figures were better than expected, although they show the sharpest contraction of the economy since 2001.

Consumer spending, which makes up two-thirds of the US economy, shrank by 3.1%, the first contraction since 1991. The 0.3% fall followed 2.8% growth in the previous three-month period.

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

Hennion and Walsh — Thu, 29 Jan 2009 14:58:09 -0500

SAO PAULO (Dow Jones)--It used to be that Brazil was the darling of emerging markets in the Americas, but the global financial market maelstrom and economic slowdown have now prompted investors to turn their back on the country.

Brazil's Ibovespa stock index has lost more than 40,000 points since May 28, when it reached an historic intraday high of 73,920 points. That's when foreign investors rewarded the country with a fresh infusion of capital after Fitch and Standard & Poor's gave the country its much sought-after title of investment grade.

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

Hennion and Walsh — Thu, 29 Jan 2009 14:31:45 -0500

Richard Leong
September 30, 2008

(Reuters) - U.S. government debt prices slipped on Tuesday as hopes of stabilization in the stock market pared safe-haven bids a day after Wall Street's worst day in more than 20 years.

On Monday, the unexpected defeat in the House of Representatives of a proposed $700 billion rescue of the financial sector caused a stampede out of stocks and other risky assets and a scramble into cash and Treasuries, especially Treasury bills.

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

Hennion and Walsh — Thu, 29 Jan 2009 12:16:40 -0500

Owners of IRAs, self-directed 401(k)s like the investments

Lisa Shidler
September 28, 2008

Investors who maintain self-directed 401(k) accounts or individual retirement accounts are increasing their investments in exchange traded funds.

Self-directed accounts allow investors to buy a range of equities and other securities, which sophisticated investors find appealing, financial advisers said.

Hennion and Walsh News: Market Volatility Fuels Confidence Crisis

Hennion and Walsh — Thu, 29 Jan 2009 12:09:48 -0500

Advisers adopt long-term perspective in wake of wild ride

Jeff Benjamin
September 22, 2008

The extreme stock market volatility kicked off a week ago when the Dow Jones Industrial Average dropped more than 500 points underscored the fear spreading across the investment community, leaving financial advisers scrambling for answers and sound advice.

In a week during which the industrials ultimately ended about where they started, there was a tendency to reflect on past stock turmoil for either comfort or perspective.

Hennion and Walsh News: Market Volatility Fuels Confidence Crisis

Hennion and Walsh — Thu, 29 Jan 2009 12:09:38 -0500

Advisers adopt long-term perspective in wake of wild ride

Jeff Benjamin
September 22, 2008

In a week during which the industrials ultimately ended about where they started, there was a tendency to reflect on past stock turmoil for either comfort or perspective.

Hennion and Walsh News: Market Volatility Fuels Confidence Crisis

Hennion and Walsh — Thu, 29 Jan 2009 12:06:28 -0500

Advisers adopt long-term perspective in wake of wild ride

Jeff Benjamin
September 22, 2008

In a week during which the industrials ultimately ended about where they started, there was a tendency to reflect on past stock turmoil for either comfort or perspective.

Hennion and Walsh News: Short FinancialETFs Slide After Short-selling Ban

Hennion and Walsh — Thu, 29 Jan 2009 12:05:38 -0500

Bob Margolis
September 19, 2008

NEW YORK, Sept 19 (Reuters) - Short-sale exchange traded funds fell sharply on Friday as the U.S. Securities and Exchange Commission suspended short selling of a select list of financial stocks through Oct. 2.

The 10-day suspension, announced late Thursday, left short sellers no option but to turn to ETFs as a way to bet against certain stocks, though such funds are made up of credit swaps and futures rather than specific stocks.

Hennion and Walsh Article: 'Salivating Opportunities' Seen in Tanked Market

Hennion and Walsh — Thu, 29 Jan 2009 11:54:41 -0500

Jeff Benjamin
September 16, 2008

The stock market is holding its own today as investors adjust to the latest speculation over the status of some of the nation’s largest financial institutions.

The Dow Jones Industrial Average was in positive at mid-afternoon following Monday’s
precipitous 504-point decline Monday.

It was the sixth-largest point drop in the history of the index.

On a percentage basis, the 4.42% decline ranked 96th all time.

Hennion and Walsh: What's Ahead For The Financial System?

Hennion and Walsh — Thu, 29 Jan 2009 11:23:38 -0500

By TRANG HO
Moves by Wall Street and regulators have been coming fast and furious since the U.S. government's takeover of Fannie Mae and Freddie Mac two weekends ago. IBD asked several exchange traded fund experts for their outlook on the financial industry and which ETFs they recommend now.

Paul Mazilli, director of ETF Research at Morgan Stanley:

We are neutral on the financial sector and think there is still a lot of healing to be done before long-term recovery.

Hennion and Walsh Your Q&A: How Do Funds Use Leverage?

Hennion and Walsh — Thu, 29 Jan 2009 11:13:37 -0500

Kevin D. Mahn is a managing director and chief investment officer at
Hennion & Walsh.

Advisors have referred to our SmartGrowth fund family as alternative strategies.
These '40 Act funds, which are essentially funds of exchange-traded funds (ETFs),
track the Lipper Optimal Target Risk Indices. As a portfolio manager of the family, I
have taken leveraged short exchange-traded fund positions to implement those
indices.

Hennion & Walsh Asset Management Launches a Trio of SmartGrowth Lipper Funds

Hennion and Walsh — Wed, 21 Jan 2009 17:04:48 -0500

PARSIPPANY, NJ--(Marketwire - June 12, 2007) - Hennion & Walsh Asset Management, a registered investment advisor, is pleased to announce the debut of a trio of new funds-of-ETFs, the SmartGrowth Lipper® Funds. These mutual funds help take the guess work out of choosing the right mix of exchange-traded funds ("ETFs") from among the ever-growing universe of ETFs and allow investors a chance to avoid some common pitfalls such as selecting inferior, unproven or inappropriate ETFs and increasing risk through sector or security overlap.

Hennion and Walsh Answer Investor Questions in an Effort to Ease Fears

Hennion and Walsh — Wed, 21 Jan 2009 16:43:22 -0500

Hennion and Walsh (http://www.hennionandwalsh.com) responds to the most asked questions from investors and retirement account holders in the midst of what many have described as the worst market conditions since the 1930s, "How do I invest now?" and "Should I be in cash only?" They give investors three must do steps to he

About Hennion and Walsh

Hennion and Walsh — Wed, 21 Jan 2009 16:26:39 -0500

About Hennion and Walsh

Phone: (800) 836-8240 Toll Free
Fax: (973) 299-0692

Hennion and Walsh Spreads Christmas Cheer to Underprivileged Children

Hennion and Walsh — Wed, 21 Jan 2009 16:23:13 -0500

Hennion and Walsh (http://www.hennionandwalsh.com) worked overtime to bring the Christmas celebration of a lifetime to 35 underprivileged Morris County children, ages 5 to 12. Over 80 executives and staff, including Hennion and Walsh partners Bill Walsh and Richard Hennion, participated in the preparations and event day activities to make this season a special one for all the children involved.

Hennion and Walsh Launches its Newest UIT: The SmartTrust™ Diversified Dividend Trust

Hennion and Walsh — Wed, 21 Jan 2009 16:18:17 -0500

PARSIPPANY, N.J. -- Hennion and Walsh is pleased to announce the introduction of its SmartTrust[TM] Diversified Dividend Trust (2007 Series A), a unit investment trust (UIT) whose objective is to provide investors with the potential for capital appreciation and current dividend income.