Topic: Mutual Funds

May 6 "Flash Crash" Mystery Solved

A single firm, which one insider has labeled as Waddell & Reed Financial, caused the wild, brief Dow Jones plunge.READ»

The Benefits of Life Insurance - Understanding Life Insurance Terms and Concepts

The subject of life insurance is often confusing to the lay person.  It’s something that most of us need at some point in our lives, but it isn’t something that is as interesting as our favorite hobby.  Therefore, there are tons of opinions about if one should have it and if so, what variety should be purchased.   READ»

Six Much-Needed Reforms for the Mutual-Fund Industry

Six lessons the $10 trillion mutual-fund industry could learn from KaChing.READ»

• The Stock Market in Your Pocket

East versus West Coast

Are we really so different in East versus West coast towns of America? Why is it so? Read more to find out.READ»

New Era for Hedge Funds

Jose D. Roncalwww.financialspeculation.comAfter years of side-stepping oversight and regulation, the hedge fund industry is about to change. Even though it's not clear what role hedge funds played in the current economic crisis, the ...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»

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»

Trucost Details Carbon Impact of Top U.S. Mutual Funds

Trucost, an environmental data provider, released a report late yesterday detailing the carbon footprints of top U.S. mutual funds with a combined value of $1,551,067 million. The Carbon Counts USA report examines 75 of the top ...READ»

Shawn Brennan, Brennan Capital Group

Shawn Brennan, Brennan Capital GroupREAD»

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»

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»

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»

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: 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 & 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»

Why Black Investors Trail Their White Counterparts

The 11th annual Ariel/ Schwab Black Investors Survey results were released last week, examining the investing habits of black and white Americans. Some interesting results…READ»

Feedback

Letters. Updates. AdviceREAD»

• Updates

Made to Stick: The Myth of Mutual Funds

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

• Doing What Feels Right Despite the Evidence
• 10 Tips for Making Sensible Investments

The Carbon Industry's Main Players

Professors dominate the emerging carbon market from finance firms to industry, nonprofits to the World BankREAD»

• Carbon Boom
• The King of Green Investing
• Silicon Valley's Angel Investors

William M. Keever to speak at Venture Capital Workshop

William M. Keever will be the key note speaker at the monthly Venture Capital Workshop hosted by Castle Venture Group, Inc., a venture capital firm located in Nashville, TN.  The seminar is designed to address ...READ»

Second Life

Disgraced stock analyst turned financial writer Henry Blodget talks about index funds, socially responsible investing, and his reputation. READ»

The Reinvention(s) of Sophia Collier, Part 2

Sophia Collier wrote her autobiography at age 21, founded her first company a few years later, and then took on the mutual-fund industry. Now she's set her sights on the cable-TV power structure. Why can't this woman sit still? And what can you learn from her entrepreneurial journey? A two-part feature.READ»

(Re) Writing Code

Senior executives who want to transform their organization can't focus only on strategy or structure. Ultimately, they need to rescue their company's data from digital oblivion.READ»