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Topic: Financial Investment Management

  

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 & Walsh Asset Management Launches a Trio of SmartGrowth Lipper Funds

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.READ»

About Hennion and Walsh

Hennion & Walsh was founded in 1990 with a single goal in mind: to become the nation’s premier provider of investment services to and advocate for individual investors. As such, our disciplined, personalized approach has helped thousands of individuals grow and protect their investments. Hennion & Walsh’s heritage is being one of the nation’s leading independent specialists in municipal bonds for individual investors, but we offer a full suite of equity and fixed-income products and services including wealth management.READ»

ECONOMY   |  1 comment

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

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.READ»

Kenan Samms

Shawn Baldwin from CMG Interviews Dr. Christopher Geczy of the Wharton Wealth Management Initiative

Shawn Baldwin from CMG discusses private wealth management and the economy with Dr. Christopher Geczy for the Critical Capital Management SeriesREAD»

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»

Kenan Samms

The Worldly Investor, David S. Waddell

Friday, October 17, 2008 Purgatory This week, hope re-entered the picture. After the most punishing decline in stock prices since the Great Depression, the markets heeded the call in last Friday’s email and went up ...READ»

Kenan Samms

Create A New Category – Build A Profitable Niche

On Wednesday I started an examination of an investment strategy firm that specializes in microfinance, Minlam Asset Management. As I interviewed one of Minlam’s founders, Mike Hokenson, I noticed a reoccurring theme that I see ...READ»

Gilles Herard Canada

Gilles Herard Canada Shares in Barclays were trading down 1.5% by 0725 GMT on Friday, having risen earlier this week ahead of confirmation of the widely-anticipated deal. BlackRock (BLK, Fortune 500) is paying $6.6 billion in cash and the rest in stock and said it is raising $2.8 billion from the sale of 19.9 million shares to a group of unnamed institutional investors. Gilles Herard Jr 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»

Shawn Baldwin

Sharia Shariah Shari'ah: A Global Liquidity Solution by any name

Shawn Baldwin from CMG in Chicago defines alternative liquidity solutionsREAD»

Dan Heath & Chip Heath

Made to Stick: The Myth of Mutual Funds

Why we don't always believe the truth.READ»

ECONOMY   |  Comment

Another Wall Street Fiasco!

14 December 2008 Jose D. Roncal www.financialspeculation.com An epic fraud has just been uncovered – this time it doesn’t involve those new exotic and complex securitized debt/credit default swap packages.  No, this one is a ...READ»

Kenan Samms
BAER STERNS   |  Comment

How the financial meltdown affects high tech

Having worked in the financial sector before moving out west to start-up land, I have been asked several times over the past few days about the impact the financial meltdown will have on high tech. At first, people may think ...READ»

Kenan Samms

Ethonomics And Microfinance Go Hand In Hand

There has been a lot of positive feedback on my string of blogs themed “financial firms doing good.” It’s easy to get caught up in the negativity that pours out of our televisions and newspapers, but as I travel across the ...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»

Kenan Samms

Sharia

Shawn Baldwin from CMG (Chicago) in 2009 writes on Sharia for the Critical Capital Management seriesREAD»

Kenan Samms

Crises Opportunities

Specific crisis opportunitiy long and short tradesREAD»

BUSINESS   |  2 comments

I'm Rich As Hell And I'm Not Going To Take It Anymore!

In a rant that would make Howard Beale proud, a hedge fund manager cashes in, drops out, and takes a swipe at AIG, Lehman, Bear Sterns, Harvard MBAs and Congress on his way out the door.READ»

Kenan Samms
TYLENOL   |  3 comments

A Spoon Full Of Sugar Helps Investors Take Their Medicine

Every time my 3-year-old son sees a bottle of children’s Tylenol he asks for “petesina.” That’s his word for medicine or “medecina” in Spanish. Does he have a headache? No. Is he addicted to pain killers? I hope not. But ...READ»