Hennion & Walsh In The Media
| 2012 | 2011 | 2010 | 2009 | 2008 | 2007 |
5/16/2012
How to Prepare for a European Deluge
Hennion & Walsh Asset Management CIO Kevin Mahn weighs in on the European and U.S. markets.
Click here to view the movie at foxbusiness.com.
5/10/2012
To Retail Investors 2008 Seems Like Yesterday: Expert
Kevin Mahn, president and CIO at Hennion and Walsh Asset Management, told CNBC, "I think the trading pattern is very consistent with the divergence we have seen between mainstream America and Wall Street those big institutional investors."
Click here to view the video at cnbc.com.
5/9/2012
Dow Falls for Sixth Straight Session
"I think the dark cloud of a potential European demise is still hanging over the markets and likely will for the balance of the year until U.S. elections dominate the headlines," said Kevin Mahn, president of Hennion & Walsh Asset Management.
Click here to read the entire article.
5/1/2012
"Many people were making claims that in 2011 there would be billions of dollars of defaults in the municipal market and that the world was going to end," Bill Walsh, chief executive of the wealth management firm Hennion & Walsh, says: "It didn't happen."
Click here to read the entire article.
5/1/2012
Stocks Start May on Positive Note
"The institutional players are very bullish about the market and retail investors are a little sheepish," says Kevin Mahn, chief investment officer of Hennion & Walsh Asset Management. "I think it comes down to data points. We'll see what the jobs report on Friday holds for us. One big surprise on either side could make the difference."
Click here to read the entire article.
4/27/2012
Advisor Intelligence: What Fund Flows Reveal About Investor Sentiment
I often look to the ETF marketplace for clues into the sentiment of investors. A few of the key data points I review are total assets and fund flows; creations and redemptions, each quarter.
Click here to read the entire article.
4/2/2012
Interview with Kevin Mahn: Why the Dividend Trade Isn't a Bubble
The current quest for yield does not meet the definition of a classic bubble, according to Kevin Mahn. He tells about some sectors where he sees continued strength for dividend-paying equities.
Click here to read the entire article.
* The information presented is the opinion of Mr. Mahn and not necessarily that of Hennion & Walsh. This information is for educational purposes only and should not be construed as a recommendation.
3/21/2012
Hennion Scores a Knockout
PARSIPPANY, NJ, March 21, 2012 /PRNewswire/ -- Rich Hennion orchestrated another successful Silk City Charity Boxing Event on Monday, February 27, 2012 at The Brownstone House in Paterson, NJ. The event marked the 4th consecutive year that Hennion, a Partner at Parsippany based investments firm Hennion & Walsh, organized the charitable function. "Part of our commitment at Hennion & Walsh is to identify and support worthwhile charities," Mr. Hennion said. "Sponsoring this event is just one of the ways we give back to the surrounding community. We are thrilled with the success of this year's event and look forward to hosting again in 2013."
Click here to read the entire press release.
3/9/2012
Hennion & Walsh Expands SmartTrust® Lineup With New Dividend-Focused UIT
PARSIPPANY, NJ, March 9, 2012 /PRNewswire/ -- Hennion & Walsh, one of the nation's premier providers of investment services and an advocate for individual investors, is pleased to announce the launch of its SmartTrust®, High 20 Dividend Strategy Trust, Series 1 (Ticker Symbol: SMHDAX), further expanding the firm's growing lineup of proprietary SmartTrust® Unit Investment Trust (UIT) portfolios.
Click here to read the entire press release.
3/7/2012
Podcast --> Mahn: Greek default still likely
If you believe that Greece's problems are behind it, you have been "led astray," says Kevin Mahn, president and chief investment officer at Hennion & Walsh Asset Management. Mahn tells MarketWatch Radio's Larry Kofsky that a Greek default is "inevitable," so the question is whether it can be kept from spreading to other nations in Europe and to the U.S.
Click here to listen to the entire podcast.
3/2/2012
Stocks Slip; S&P, Nasdaq Log 3rd Weekly Gains
“The market is taking a breather right now,” said Kevin Mahn, president and CIO of Hennion & Walsh Asset Management. “We’ve had much to digest on the economic front this week—we saw some encouraging news from the jobs front, but we still have concerns with rising gas prices, tensions in the Middle East and the ongoing saga in Greece and Europe.”
Click here to read the entire article.
3/2/2012
Munis Could Be in for a Rough Week Ahead
“Yields in my opinion are still of value, but lately you’re looking at 3.5% or 4% on long-dated deals, and individuals are still buying despite not hitting that magical 5% return on longer-dated bonds,” Walsh says. On Thursday, the State of California sold a $2 billion bond offering that featured a top yield of 4.13% for the longest-dated 26-year maturity. Walsh reminds investors that muni bonds are best viewed as long-term income-generating investments. “Yes, it’s a dynamic security, but most individuals are buying it and holding it,” he says. “They’re looking for safety and looking for income. You shouldn’t just go chasing returns.”
Click here to read the entire article.
3/2/2012
Why retail gasoline prices are nearing a record
“High gas prices are not favorable to the incumbent administration as they can hinder economic growth and aggravate the voting populace based upon the direct impact on their day-to-day lives,” said Kevin Mahn, president and chief investment officer of Hennion & Walsh Asset Management.
Click here to read the entire article.
2/22/2012
Will Obama’s Tax Overhaul Boost Stocks?
The effects of that proposal to tax overseas income could significantly reshape industries where many companies have operations abroad, like the garment, auto, and information-technology industries, strategists say. It would change the calculation for corporations deciding whether to locate a new plant at home or abroad, says Kevin Mahn, the president and chief investment officer of Hennion & Walsh. But “some companies in an industry might be better-positioned than others,” so investors would have to do a company-by-company analysis to find winners and losers, Mahn says.
Click here to read the entire article.
2/14/2012
In New Year, Being More Active Is Thus Far Good (Financial) Advice
If active managers continue to outperform—making those higher fees a fair price to pay—many financial advisers will be in awkward positions after steering their clients into other options. But most are urging caution, suspecting that the strong performance is unlikely to last. "I don't think last year was an anomaly," says Kevin Mahn, the chief investment officer at advisory firm Hennion & Walsh. "That's becoming more the norm."
Click here to read the entire article. (WSJ subscriber content)
2/2/2012
Advisor Intelligence: Strong January, Strong 2012?
The S&P 500 index posted a total return of 4.48% for the month of January. This marked the best performance for the U.S. stock market in the month of January in more than a decade. Additionally, the Dow Jones Industrial Average itself rose 3.55% for the first month of the year. It is fair to surmise that we are certainly off to a good start in 2012. Some interesting historical observations based on this data are as follows:
Click here to read the entire article.
1/30/2012
Safety First, Says Muni Bond Manager
Investors seeking income in the muni field should stick with general obligation and essential revenue bonds, says Bill Walsh, who manages a muni portfolio for his clients. He advises staying away from more speculative instruments.
Listen to the complete interview here.
Kate Stalter: We’re talking about municipal bonds today with Bill Walsh, of advisory firm Hennion & Walsh. Bill, tell our listeners why you believe munis are a good investment in today’s economy, and with the volatile equities market.
Bill Walsh: Well, I think municipal bonds have proven, in this economy—and certainly with the volatility of the equity market—to be a very, very good place for people that are looking for conservative income to invest in. I think it proves out that bonds are…I always say bonds are boring. You know, last year, I guess there were some headlines on it, and they tried to get them to be something more than what they are. But historically, if you buy high-quality bonds, you get your income every six months, and when principal comes due, you get your money back.
Click here to read the entire interview.
1/25/2012
2012 Economic And Market Outlook: Riding Out the 'U' -- Modest Growth and Mounting Optimism
Following a year of heightened stock market volatility marked by global political uncertainty, here is my current outlook for the economy and markets in 2012, where more volatility and political uncertainty is expected:
Click here to read the entire article.
1/24/2012
Find High Yield In Muni UITs
Kevin Mahn, president of Hennion & Walsh Asset Management, discusses the advantages of investing in unit investment trusts as a source for yield.
Click here to view the video at cnbc.com.
Past performance is not an indication of future results. Investors should carefully consider the Trust’s investment objective, risks, charges and expenses carefully before investing. Some Tax Exempt Unit Investment Trusts may contain securities subject to Alternative Minimum Tax. Tax exempt fixed income securities may not be suitable for investment in retirement accounts (IRAs). The prospectus contains this and other information relevant to an investment in the Trust. Please read the prospectus carefully before you invest. Please visit smarttrustuit.com or contact Hennion & Walsh at (888) 505-2872 to obtain a free prospectus.
1/23/2012
...But the run-up in gold may not just be about the Fed and the ECB. Kevin Mahn, president and chief investment officer of Hennion & Walsh Asset Management, an investment advisory firm in Parsippany, N.J., said that recent data from China -- which hints that country's economy may not crash this year -- is helping too.
Click here to read the entire article.
1/13/2012
As Bank Stocks Tumble, Pros See Bargains
Some pros say the sector remains too risky, given the risk of contagion in Europe and the continued trouble in the housing market and broader economy at home. “There are too many unknowns to feel comfortable reentering the financial sector, despite how deeply discounted they are,” says Kevin Mahn, the chief investment officer at Hennion & Walsh.
Click here to read the entire article.
1/10/2012
As Target Funds Falter, Pros Weigh Alternatives
“In a year where bonds and fixed income investments clearly were the winner, those portfolios didn’t even earn money, on average,” says Kevin Mahn, the president and chief investment officer of Hennion & Walsh Asset Management. “That’s surprising.”
Click here to read the entire article.
12/29/2011
2012 Market Outlook: Riding Out the 'U'
Positive U.S. economic data offset continued euro zone woes, but will fear or fundamentals rule the markets in the new year? Analyzing strategies for playing the current market, with Kevin Mahn, Hennion & Walsh Asset Mgmt. president/CEO and Doug Cote, ING Investment Mgmt. chief market strategist.
Click here to view the video at cnbc.com.
12/16/2011
Holiday Shopping Events Spell Good News for the U.S. Economy
While encouraged by the retail season's trend of increased sales so far, Forbes.com contributor, and President and CIO of Hennion & Walsh Asset Management, Kevin Mahn remains cautious about how successful the season will be after businesses factor in lower margins from deep discounts. According to Mr. Mahn, "Despite the initial Black Friday/Cyber Monday headline numbers, I believe that American consumers are trying to live within their means this holiday season".
Click here to read the entire article.
THE WALL STREET JOURNAL
12/12/2011Wealth: How To Cut Back Spending
Trust often seems like it's in short supply. Here's how a financial adviser can gain a client's trust. Plus, how to get a spendthrift client to cut back. And, a look at muni bonds. Dow Jones' Wealth Adviser's Veronica Dagher reports.
Click here to view the movie at http://online.wsj.com.
12/9/2011
Are Euro Bonds Attractive Again?
Despite this week’s European summit, advisers are still in wait-and-see mode. “I think the developed nations of Europe will look very different five years from now than they look today,” says Kevin Mahn, the chief investment officer at Hennion & Walsh. “We’re going to stay clear of that area until the dust settles,” Mahn says.
Click here to read the entire article.
11/1/2011
Why A Greek Default Is Imminent
Judging by the market’s overwhelmingly positive reaction last week to the announcement of a rescue package on the part of European leaders for the ongoing saga with Greece, one would have thought that Greece was the only obstacle preventing the stock market from moving higher. While we believe that there are still many other headwinds (Ex. jobless claims, high unemployment, weak consumer spending, lackluster real estate market, rising commodity prices, etc…) confronting the economic recovery and stock markets, this European dominated market sentiment was confirmed this week as the markets have now given back approximately 500 points (at the time of writing this post) of their recent gains over renewed concerns that the terms of the most recent rescue package may not be accepted by the Greek government and/or be enough to prevent further contagion and fully stabilize affected European banks.
Click here to read the entire article.
11/1/2011
Advisor Intelligence: Did Anyone Really Believe That The Debt Crisis In Europe Was Resolved?
Judging by the market’s overwhelmingly positive reaction last week to the announcement of a rescue package on the part of European leaders for the ongoing saga with Greece, one would have thought that Greece was the only obstacle preventing the stock market from moving higher.
Click here to read the entire article.
10/29/2011
Fed, unemployment report to grab U.S. spotlight
“If investors start to gain a sense that Spain and Italy are still at risk and aren’t shored up to a necessary degree, the markets could unravel again,” said Kevin Mahn, president and chief investment officer of Hennion & Walsh Asset Management.
Click here to read the entire article.
10/26/2011
Is The Commodities Bull Run Over?
While the global commodity markets turned considerably lower during the third quarter of 2011, we do not believe that a sustained drop in commodity prices is likely. Worldwide demographic trends will continue to place supply pressures on several commodity types, notably food and energy, while increased market volatility will likely result in continued investor appetites for precious metals.
Click here to read the entire article.
10/25/2011
Advisor Intelligence: Is The Commodities Bull Run Over?
While the global commodity markets turned considerably lower during the third quarter of 2011, I do not believe that a sustained drop in commodity prices is likely.
Click here to read the entire article.
10/11/2011
When the Glitter Is Gone From Your Gold
Kevin Mahn, president and CIO of New Jersey-based Hennion & Walsh Asset Management, also thinks gold is due for a correction..."You have to remember that if you are buying the hard commodity it is less liquid than investing in an ETF or an ETN, which you could just dispose of in the markets at any point in the trading day," he adds. "People think because they hold gold bars or coins that it is easy to dispose of, and they find that is not the case. You can get taken advantage of and in many cases have to discount the price to actually get a buyer to emerge. Then, if you add up all the custodial costs to actually holding the commodity, that is going to eat into any potential returns you have. Investors would be wise to do their due diligence whether they are buying the ETF or the physical commodity."
Click here to read the entire article.
10/6/2011
Municipal-Bond Prices Fall as Issuance Swells
Given the low yields offered, individual investors are being pickier about what bonds they buy, said Bill Walsh, president of Hennion & Walsh, a broker dealer that works directly with individual buyers. In general, he said some of his clients are seeing more value in the secondary trading market versus new issues.
Click here to read the entire article. (WSJ subscriber content)
9/23/2011
Copper, coal: crystal balls for the global economy
Kevin Mahn, president and chief investment officer at Hennion & Walsh Asset Management, said that while commodities may not necessarily say a lot about the health of the economy, they can certainly “provide insights into demographic trends as well as the state of the economy in terms of areas of growth and development.”
Click here to read the entire article.
9/22/2011
Advisor Intelligence: The Fed Does A Twist
The Federal Reserve took another step yesterday as part of its increasingly activist role in the capital markets in trying to provide further stimulus to a U.S. economy that is struggling to stand on its own legs.
Click here to read the entire article.
9/16/2011
U.S. stock rally’s longevity depends on euro, Fed
Given that most now believe that the risk of European contagion beyond Greece has been confined, the market may shift its focus toward signs of improvement with respect to the U.S. economic recovery next week, said Kevin Mahn, president and chief investment officer at Hennion & Walsh Asset Management.
Click here to read the entire article.
9/14/2011
Advisor Intelligence: M&A On Track For A Blockbuster Year
There is some good economic news for 2011: merger and acquisition activity will rock. Here’s why: Corporate balance sheets in the U.S. contain a whole lot of cash these days, and the companies want to do something with it to make shareholders happy. Expect more businesses to use that cash toward expanding, stock buy-backs, dividend increases or to jumpstart some M&A activity.
Click here to read the entire article.
9/14/2011
Expect M&A Activity To Increase For The Remainder Of 2011
Conditions appear ripe for a further increase in Mergers & Acquisitions (M&A) activity for the balance of 2011. To appreciate this sentiment, consider that cash sitting on U.S. corporate balance sheets is at its highest relative level in decades. Likely uses for this idle cash could include business expansions, stock buy-backs, dividend increases or M&A activity.
Click here to read the entire article.
9/6/2011
Emerging markets rate cuts offer hope for stocks
“If ministers in these emerging markets make the proper fiscal and monetary moves to control mounting inflation without restraining growth too much, this could prove beneficial not only to emerging market investors, but also to the global economies [that] are growing more dependent on the buying power of emerging markets,” said Kevin Mahn, president and chief investment officer of Hennion & Walsh Asset Management.
Click here to read the entire article.
8/26/2011
Advisor Intelligence: Stagflation Is Knocking On The Door
Investopedia defines stagflation as a condition of slow economic growth and relatively high unemployment accompanied by a rise in prices, or inflation. Given the economic data reports that I have observed thus far in 2011 (not just over the past two weeks), I believe that it is fair to say that stagflation is knocking on the door.
Click here to read the entire article.
8/12/2011
Pros Brace For Another Triple-Digit Day
Even at the best of times, however, futures only give you a snapshot of that moment's market sentiment, says Kevin Mahn, the chief investment officer for Hennion & Walsh. "All it tells you is the sentiment that's going into the current market from the previous day's market, and whatever's been going on overseas," Mahn says. As new information comes out, that sentiment will change, he says. It's one piece of information that can help an investor get a sense of what the market will be doing, but it's just one piece of information, he says.
Click here to read the entire article.
8/10/2011
Market Opportunities Beyond the Blue Chips
Hennion & Walsh Asset Management CIO Kevin Mahn on where to invest in a volatile market.
Click here to view the movie at foxbusiness.com.
WALL $TREET WEEK
8/10/2011Mahn: “Tremendous Opportunities For Investors”
Kevin Mahn, Chief Investment Officer of New Jersey based investments firm Hennion & Walsh and Portfolio Manager of the SmartTrust® Unit Investment Trusts, sees a period of “stagflation” ahead.
This video is not a solicitation to buy or sell and investors should request and read the prospectus before investing. Before investing in Smart Trust UIT, investors should carefully consider the UIT investment objectives, risks, charges and expenses. Past performance is no guarantee of future results. Tax Free UIT may contain securities that are subject to Federal Alternative Minimum Tax (AMT).
Click here to view the movie at wallstreetweek.com.
8/5/2011
Advisor Intelligence: What Recovery?
The last two sessions of market trading were enough to give investors whiplash, but the correction was overdue no less. The last two days of trading solidified what many already knew: There’s barely an economic recovery to speak of. Sure corporate earnings are positive with 70% of reporting companies beating Street estimates. And yes, mergers and acquisition activity is bountiful with $611 billion in announced deals in the second quarter. Some might even cite the modest GDP growth as a positive economic indicator. But none of that is enough.
Click here to read the entire article.
7/31/2011
Debt drama: Is the 'mini panic' over?
That thinking is echoed by Kevin Mahn, president and chief investment officer at Hennion & Walsh Asset Management Inc., which has more than $250 million under management and supervision. “I believe that the market has essentially priced in the belief that an agreement on the current debt ceiling will happen,” he said. “It is now just a question of when the agreement will be finalized, and what the length and terms of the finalized agreement will be, Mr. Mahn said. “These points may ultimately move the market over the short term.”
Click here to read the entire article.
7/29/2011
Advisor Intelligence: Forget About The Debt Ceiling Debate, Where’s The Economic Growth?
It is my contention that the market has essentially priced in the belief that an agreement on raising the current debt ceiling will happen. It is just now a question of when the agreement will be finalized and what the length and terms of the finalized agreement will be.
Click here to read the entire article.
07/27/2011
TREASURIES-Bonds flat as stock sell-off offsets supply
"The near-term crisis will be averted, but the long-term issue with U.S.'s triple-A credit rating will probably be put in jeopardy," said Kevin Mahn, chief investment officer at Hennion & Walsh Asset Management in Parsippany, New Jersey.
Click here to read the entire article.
7/27/2011
Hennion & Walsh Expands SmartTrust® UIT Line-Up With Innovative Income-Oriented Portfolio Strategies
PARSIPPANY, N.J., July 27, 2011 /PRNewswire/ -- Hennion & Walsh, one of the nation's premier providers of investment services and an advocate for individual investors, is pleased to announce the launch of its SmartTrust®, Tax-Free Income Trust (2011 Series H) and its SmartTrust®, Strategic Growth and Income Trust (2011 Series G), further expanding the firm's line-up of proprietary SmartTrust® Unit Investment Trust (UIT) portfolios.
Click here to read the entire press release.
7/26/2011
Advisor Intelligence: Can Healthy U.S. Companies Overcome A Weak U.S. Economy?
"Many U.S. corporations continue to have very healthy balance sheets with significant percentages of cash on hand. According to a January 10, 2011 report entitled, A Cash Buildup and Business Investment, by Robert Sadowski of the Federal Reserve Bank of Cleveland, cash holdings and other liquid assets as a share of total corporate assets increased by approximately 2 percentage points since the start of the most recent recession. That share–7.4% as of September 2010–is the highest relative cash percent for U.S. corporations since the mid-1950s."
*Neither Hennion & Walsh Asset Management nor any of our customers currently hold a position in Alcoa stock.
Click here to read the entire article.
7/20/2011
Advisor Intelligence: Raising The Debt Ceiling Is Just Kicking The Can Further Down The Road
"When I consider that Washington is currently considering increasing our self-imposed debt ceiling to allow the U.S. to issue more debt to service existing debt already outstanding, I can’t help but think that we are just “kicking the can” further down the road."
Click here to read the entire article.
6/13/2011
Monday Metals Markets
Insight on the metals markets, with Kevin Mahn, Hennion & Walsh Asset Mgmt., and Tom Lydon, ETFTrends.com.
Click here to view the movie at cnbc.com.
6/9/2011
Investing in Muni Bonds
Insight on how to pick a safe muni bond for your portfolio, with Bill Walsh,Hennion & Walsh president/CEO.
Click here to view the movie at cnbc.com.
6/7/2011
What the Markets Want From the Fed
Investors will be keeping a close eye on Bernanke today, as the Fed chief gets ready to speak about the stalling recovery. Insight with Kevin Mahn, Hennion & Walsh Asset Management and Tyler Vernon, Biltmore Capital Advisors.
Click here to view the movie at cnbc.com.
5/27/2011
‘Speed bumps’ clutter copper’s trading landscape
Redevelopment of Japan’s infrastructure, following the decimation from the recent earthquake and ensuing tsunami, is one factor that should be beneficial to copper, said Kevin Mahn, chief investment offer at Hennion & Walsh Asset Management.
Click here to read the entire article.
5/23/2011
Bull Market in Stocks Draws to a Close
"I have a great deal of reservation with respect to how we're going to continue to grow our economy in light of higher material costs, higher agricultural costs and higher energy costs on consumers that are already stressed," says Mahn from his Parsippany, New Jersey-based office.
Click here to read the entire article.
5/11/2011
Gold, Silver Prices Tumble on Strong Dollar
Kevin Mahn, Chief Investment Officer of Hennion & Walsh, which overseas $2 billion, also doesn't think central banks will dump gold and silver. Mahn says that 5%-7%, or as low as 3%, of a client's portfolio is allocated to metals but sees much more upside in copper and aluminium than silver and gold. "Investors should be opening their eyes to a wide" variety of metals, Mahn argues. "Gold and silver are tough," and both, he thinks, make attractive positions in a portfolio but he isn't expecting any more dramatic run-ups and is reluctant to call a bottom.
Click here to read the entire article.
5/10/2011
US Stocks Gain As Microsoft's Skype Deal Ignites Merger Hopes
"[The Skype deal] is yet another signal that M&A activity is healthy, and mergers are generally a sign of a robust or at least an improving economy and a vibrant stock market," said Kevin Mahn, chief investment officer of Hennion & Walsh in Parsippanny, NJ. More anticipation of technology deals was likely to push the Nasdaq higher if the deals continue, he said.
Click here to read the entire article. (WSJ subscriber content)
5/9/2011
Invest in U.S. or Abroad?
"Looking at the best places for investors to put their money now, with Jason Weiner, Marshall Aggregate Bond Fund; Kevin Mahn, Hennion & Walsh Asset Management; and Andre Julian, OpVest Wealth Management."
Click here to view the movie at cnbc.com.
5/5/2011
Commodities Bubble Bursting? Not By a Long Shot: Pros
The recent commodities pullback suggests to some the bursting of a bubble, but many investment pros think it's just a temporary pullback. A perpetually weak dollar and strength in global demand should underpin commodities' strength, while investors looking for diversification in their portfolios also will continue to need commodities as correlations break down, the pros say. "They should still be a part of any longer-term allocation," said Kevin Mahn, chief investment officer at Hennion & Walsh in Parsippany, N.J. "For investors building a diversified investment strategy, they should be looking at them regardless of what's happened in the markets the past couple weeks."
Click here to read the entire article.
WALL $TREET WEEK
4/29/2011Kevin Mahn: Headwinds (Part 1)
Kevin Mahn, Chief Investment Officer of New Jersey based investments firm Hennion & Walsh and Portfolio Manager of the SmartTrust® Unit Investment Trusts, discusses challenges facing the U.S. economy and argues for diversification beyond the largest domestic equities.
Click here to view the movie at wallstreetweek.com.
WALL $TREET WEEK
4/29/2011Kevin Mahn: Headwinds (Part 2)
In Part Two of the video (below) Mr. Mahn discusses specific ideas in commodities, emerging markets, and “emerging emerging markets.”
Click here to view the movie at wallstreetweek.com.
4/28/2011
Financials lead sell-off amid stress test nervousness
“We can see that headwinds like commodity price inflation and the slow rate of job creation are dragging on the US economy,” said Kevin Mahn, chief investment officer of Hennion & Walsh. “This raises concerns about the sustainability of the US economy when the government stimulus comes to an end,” he said.
Click here to read the entire article. (FT subscriber and registrant content)
4/21/2011
US Stocks Edge Higher As Earnings Overshadow Lackluster Data
"We're not out of the woods just yet," cautioned Kevin Mahn, chief investment officer at Hennion & Walsh. "It's going to be very difficult for our economy to produce the number of jobs that we need."
Click here to read the entire article. (WSJ subscriber content)
THE WALL STREET JOURNAL
4/13/2011Wealth: Keith Banks; Inflation & Your Portfolio
Keith Banks, president of U.S. Trust, Bank of America Private Wealth Management, explains why the wealthy are feeling more confident. Plus, Dow Jones' Kathleen Madigan discusses inflation. And, Kevin Mahn weighs in on REITs. Dow Jones Wealth Adviser's Veronica Dagher reports.
Click here to view the movie at online.wsj.com.
4/13/2011
Muni Market's Drought Goes On
Whatever their reasons, it makes sense that issuers are putting off selling debt right now, said Bill Walsh, president of Hennion & Walsh, a broker-dealer firm that works with individual retail buyers. Early to mid-April tends to be a weaker time for the municipal-bond market generally, as individual investors—who make up the bulk of the market's buyers—take out money to pay their taxes.
"Supply is getting pushed back because maybe [issuers] are not seeing the demand they need in here to get a good deal done," Mr. Walsh said. "Individual investors are picking their spots. It seems to be a buyer's market."
Click here to read the entire article. (WSJ subscriber content)
4/1/2011
Oil ETF buyers, beware
“While these products arguably allow for a more convenient and cost-effective manner in which to access the oil market, they come with their own set of pros and cons that need to be fully understood before considering an investment in such a product,” said Kevin Mahn, chief investment officer and portfolio manager at SmartTrust Unit Investment Trusts.
Click here to read the entire article.
3/31/2011
Markets wrap disaster-prone quarter on calmer note
But “despite increasing tensions in the Middle East, the fallout from devastation in Japan and renewed concerns in the housing market, stock investors found enough positive news to push the major averages upward once again during the first quarter,” said Kevin Mahn, chief investment officer and portfolio manager of the SmartTrust Unit Investment Trusts.
Click here to read the entire article.
3/30/2011
Is the Rally Sustainable?
"Stocks continue to power forward despite headwinds from Japan, Europe, Libya and the Mideast, with Jim Lacamp, Macroportfolio Advisors; Thomas Lee, JP Morgan; and Kevin Mahn, Hennion & Walsh."
Click here to view the movie at cnbc.com.
3/30/2011
Retail Buyers Still Find Munis Worthwhile
A New Jersey investment firm is one shop that says it has seen steady retail demand for high-quality individual municipal bonds despite the turmoil in the tax-exempt fund industry. Higher yields have helped draw individuals to bonds. “The decline in municipals over the last several months has provided a good opportunity for individual investors,” said Bill Walsh, founder and president of Hennion & Walsh in Parsippany, N.J.
Click here to read the entire article.
3/17/2011
Market Close: Munis Flat as Panic Over Japan Dissipates
“The flight to quality has helped,” said Bill Walsh, president of the broker Hennion & Walsh. He said municipals might end up weakening at a lag as the flight-to-quality trade retrenches. “You could see them sort of hanging on the Treasury’s ups and downs,” Walsh said. “Right now you could see them following suit unless the headlines change.”
Click here to read the entire article.
3/10/2011
Loose Lips, Lots Of Hype Make Municipal Bonds Look Juicy
“If you take your investment advice from TV, you get what T.V. gives you,” says Bill Walsh at bond broker-dealer Hennion & Walsh in Parsippany, New Jersey, who, like most muni bond professionals, sides strongly with Gross in finding much more value than peril right now.
Click here to read the entire article.
3/4/2011
New ETF Tools Could Boost ETF Assets, Smaller ETF Players
“The more tools they can provide the better,” said Kevin Mahn, managing director and chief investment officer of wealth management firm Hennion & Walsh. There’s so much confusion out there as to what ETFs are, how they trade, and what indexes they track, he said. These new resources could open up a lot of doors by increasing investors’ comfort level with ETFs, Mahn said.
Click here to read the entire article.
3/3/2011
Podcast: Thesis Flexible Fund, SmartTrust UITs, Emerging Market Strategies
Includes Kevin Mahn commenting on Unit Investment Trusts and the SmartTrust UIT Family (starting at 25:25 into the podcast).
Click here to listen to the podcast.
3/3/2011
Buy Energy, Commodities, Money Managers Say
Kevin Mahn, managing director and chief investment officer with Parsippany, N.J.-based Hennion & Walsh, notes that this is around the time when most portfolio managers and advisors reset their asset-allocation strategy for the new year. He advises clients to keep a steady hand.
"They should build a long-term allocation strategy and stick to it outside of any significant macroeconomic events," Mahn says. "There are opportunities for good risk-adjusted growth if you look beyond your traditional U.S. large-cap asset class."
Click here to read the entire article.
2/27/2011
Market rise stung by oil price spike
One thing that is not in doubt is the reality of rising commodities prices and the impact that is having on fueling many of the uprisings, according to Kevin Mahn, chief investment officer Hennion & Walsh Asset Management Inc. “The baton of democracy is passing, and food inflation is at the core of this,” he said. “Those people are young, unemployed and starving.”
Click here to read the entire article.
2/21/2011
Wall Street looking to Wal-Mart
If the big retailers disappoint, stocks could head downward, said Kevin Mahn, chief investment officer with Hennion & Walsh. "I think we're well on our way in the economic recovery, but we need to see if those Americans who held jobs throughout the recession have stopped saving and started spending," said Mahn.
Click here to read the entire article.
2/18/2011
Stocks rise ahead of long holiday weekend
"You cannot ignore the fact that commodities have been the story of 2011," said Kevin Mahn, chief investment officer with Hennion & Walsh. "We need to hear what the emerging market economiies are going to do to combat this growing problem."
Click here to read the entire article.
1/12/2011
New Jersey Agency Seeing Mediocre Reception For Muni Debt
Bill Walsh, president and chief executive of broker dealer firm Hennion & Walsh in Parsippany, N.J., said the individual clients he worked with weren't interested in the tax-exempt debt. "Our clients were not clamoring for these bonds," Walsh said. "We've been able to find for them similar things at better yields out there in the secondary market. There's a lot of bonds out there...It's a buyer's market."
Click here to read the entire article.
1/4/2011
Hennion & Walsh Adds New UIT to SmartTrust Line-Up
PARSIPPANY, N.J., Jan. 4, 2011 /PRNewswire/ -- Hennion & Walsh, one of the nation's premier providers of investment services and an advocate for individual investors, is pleased to announce the launch of its SmartTrust®, Enhanced Value II Trust (2010 Series H), a new Unit Investment Trust (UIT) that further expands the firm's line-up of proprietary SmartTrust portfolios.
Click here to read the entire press release.
12/16/2010
US Stocks Close At Two-Year Highs On Data, FedEx Outlook
"It's starting to paint a picture that maybe the worst is behind us," said Kevin Mahn, managing director and chief investment officer at Hennion & Walsh. "But with all the excess liquidity we've put into the system and inflationary pressures, we're far from turning the corner."
Click here to read the entire article.
12/9/2010
Despite Strong Bond Auction, Treasurys Likely to Fall Further
"For individual investors you've got to be very careful in the Treasury market right now. If you're looking for income, there's some buying opportunities but you've got to pay attention," says Bill Walsh, president of Hennion & Walsh in Parsippany, N.J. "You're going to see trading in this type of range, depending on the stock market and the economy."
Click here to read the entire article.
12/1/2010
Munis Firmer; Illinois Hastens Tobacco Deal
"The market has firmed up and I think retail interest is still very strong," said Bill Walsh, president of Hennion & Walsh, a retail broker. "You’re seeing a little bit better bid. … It’s been a good buying opportunity for the individual investor."
Click here to read the entire article.
11/15/2010
Unemployment Dragging on Consumers
"The US consumer hasn't bounced back, which is not surprising given the high level of unemployment, Kevin Mahn, chief investment officer at Hennion & Walsh Asset Management, told CNBC Monday."
Click here to view the movie at cnbc.com.
11/11/2010
US STOCKS-Wall St falls as Cisco's outlook takes its toll
"The sell-off in Cisco's stock and the tech sector points to the need for diversification, said, Kevin Mahn, chief investment officer of Hennion & Walsh Asset Management in Parsippany, New Jersey...
Click here to read the entire article.
11/9/2010
US Stocks Keep Climbing, Encouraging ISM Data Boosts Optimism
"People are starting to realize that maybe large-cap equities may have advanced too far too fast," said Kevin Mahn, managing director and chief investment officer at Hennion & Walsh.
Click here to read the entire article.
10/27/2010
Should You Pay For Inflation Protection?
Even equities can serve as an inflation hedge of sorts, investment professionals say. “Growth in and of itself is an inflation hedge,” Mahn says. “Any time you can grow your portfolio at a higher rate than inflation is eating it, you’ve beaten inflation,” he says.
Click here to read the entire article.
10/15/2010
Dow falls, but Google helps Nasdaq
"The Federal Reserve has basically put a floor in the market," said Kevin Mahn, chief investment officer at Hennion & Walsh Asset Management.
Click here to read the entire article.
10/5/2010
US Stocks Keep Climbing, Encouraging ISM Data Boosts Optimism
"It's a positive report," said Kevin Mahn, managing director and chief investment officer Hennion & Walsh. But he added, "until we see a string of consistent increases with a lot of economic reports, I'm still kind of sitting on my hands in terms of figuring out what's going to be the catalyst" to support a continued recovery.
Click here to read the entire article.
9/23/2010
Bond-Picker's Market Looms For Fixed-Income Investors
"Individual investors definitely have to pay attention to what they're buying," says Bill Walsh, president of Hennion and Walsh in Parsippany, N.J. "They've got to decide what they're looking to accomplish in this market, what their goals are and what their objectives are, and then look. We've seen very strong demand in municipals."
Click here to read the entire article.
THE WALL STREET JOURNAL
9/14/2010Brokers Win By Not Losing
Financial advisers and their clients aren't often on the same page when it comes to their expectations. Clients aren't shooting for huge growth right now. Portfolio manager Kevin Mahn tells Dow Jones Newswires reporter Annie Gasparro advisers can win the trust and loyalty of clients simply by not losing their money.
Click here to view the movie at online.wsj.com.
9/13/2010
It’s Not Really A Lost Decade
"However, one must remember that although the S&P 500 index is often viewed as being indicative of the stock market in general, it is not the only place for equity/growth investors to invest. Essentially, the S&P 500 index represents the 500 largest companies in the U.S. While it can be argued that it is a good barometer of U.S. large-cap companies, it is hardly the best representations of available investments in the market today."
Click here to read the entire article.
9/9/2010
Dow Advances 28.23 Points
"The jobless claims were lower than expected, but we're still losing about 400,000 jobs every time a report comes out," said Kevin Mahn, portfolio manager of SmartGrowth Funds. "It's going to take eight to 10 years to grow out of what happened to our economy in the past 18 months."
Click here to read the entire article.
9/7/2010
How to Play It Safe With Muni Bonds
"It's important to pay attention to the credit quality of different bond issuances. Walsh recommends that investors stick to investment-grade municipal bonds, the highest rated muni bonds available."
Click here to read the entire article.
8/16/2010
Intelligent Investing - Ten Investing Missteps To Avoid
'While I am not suggesting that a “set it and forget it” strategy of investing in the U.S. large-cap stocks comprised by the S&P 500 is a prudent path for individual investors to follow going forward, I do believe that this empirical data highlights what most individual investors do wrong with respect to their investment portfolios. Here are 10 things that most individual investors do wrong in my opinion:'
Click here to read the entire article.
8/11/2010
Podcast: Mid Cap Stars, Target Risk Funds, Bernanke's Options
Click here to listen to the podcast.
7/27/2010
Investors Unconvinced, Despite Strong Quarterly Revenues
"If these companies are able to actually increase sales, maybe that will have a trickle-over effect and they'll start adding jobs," said Kevin Mahn, portfolio manager of Hennion & Walsh's SmartGrowth Funds. "But we can't leap to that conclusion just from second-quarter earnings alone."
Click here to read the entire article.
7/19/2010
SmartGrowth Funds Rank in Top 2% of Lipper Category for Three-Year Returns
"We are proud to reach the three-year milestone with a record of relative outperformance in one of the most difficult market periods in our country's history," said Kevin Mahn, Portfolio Manager for the SmartGrowth Mutual Funds.
Click here to read the entire article.
7/8/2010
Is Your ETF Heading for the Great Investment Burial Ground?
Kevin Mahn, managing director and chief investment officer at Hennion & Walsh, says if an ETF has been trading for more than six months and has less than $10 million in assets, a relatively low daily trading volume or both, he would think twice before placing significant client assets into it for fear that the ETF might soon close its doors.
Click here to read the entire article.
6/30/2010
US Stocks Gain In Cautious Market As Industrials Strengthen
"Kevin Mahn, portfolio manager at Hennion & Walsh's SmartGrowth Funds, said the ADP report does not bode well for the government's nonfarm payrolls report Friday, or for consumer spending."
Click here to read the entire article.
6/28/2010
A passing of the torch to Apple?
“Apple ascending to the number one spot would represent the culmination of a cultural and social shift in which technological companies have become dominant,” said Kevin Mahn, chief investment officer at New Jersey-based Hennion & Walsh Asset Management.
Click here to read the entire article.
6/16/2010
Buyer Beware: What's Really in Your Socially Responsible ETF?
"Investors should research and fully understand not only the ETF they're considering for investment, but also the underlying index that the product is tracking," points out Kevin Mahn, portfolio manager of SmartGrowth Funds.
Click here to read the entire article.
6/13/2010
Podcast: Bill Walsh on Tax-Free Municipal Bonds
Click here to listen to the podcast.
6/11/2010
TREASURIES-Bonds gain as weak spending data raise doubts
"Without that spending, what is going to drive economic activity?" said Kevin Mahn, chief investment officer at Hennion & Walsh Inc in Parsippany, New Jersey.
Click here to read the entire article.
6/7/2010
Video: Investing In This Economy
Where to put your money now, with Paul Schatz, Heritage Capital and Kevin Mahn, Hennion & Walsh Asset Mgmt.
Click here to watch the video.
5/27/2010
Is the Stock Market Correction Over?
“We’re going to see a series of starts and stops throughout 2010. The market clearly doesn’t have a direction right now because of all the political and macro-economic uncertainty,” Mahn says. Because the S&P 500 has not yet broken through its 200-day moving average with more than a 5% margin of error, Mahn says it’s not yet clear that we’re in correction mode; he’s waiting for the index to drop below 1048. Mahn says the underlying economic picture is “bleak,” but the market doesn’t have a clear short-term direction. He’s watching the headlines, rather than technical indicators, for clues.
Click here to read the entire article.
Press Release
Hennion & Walsh Helps Raise Over $30,000 for Gift of Life Family House
Philadelphia-Based Non-Profit Provides Lodging, Support and Critical Resources to Transplant Patients and Their Family Members
PARSIPPANY, N.J. – May 24, 2010 – Hennion & Walsh, one of the nation's premier providers of investment services and an advocate for individual investors, hosted Jackson's 6th Annual Mulligan on Life Golf Outing on Monday, May 17, to benefit the Gift of Life Family House. The Philadelphia-based non-profit organization provides lodging, support services and critical resources to transplant patients and their families. The event raised approximately $30,000 for this worthwhile cause.
The Mulligan on Life outing is named for Jackson Heller, an eight-year-old boy who was diagnosed in 2002 with a rare liver disease, biliary atresia. The Heller family saw firsthand the need for support for transplant patients and their families, not only in terms of lodging, but also as it relates to understanding the unique concerns of transplant patients. For example, while the Hellers were able to stay at the Philadelphia Ronald McDonald House, they had questions about medication and infections that other families weren't necessarily dealing with.
Jackson's father, Gregg, has worked for Hennion & Walsh since 1995. The company worked with Gregg to allow him to have as much time off as possible to spend with his family during the three months his son spent in the hospital. Since Jackson's successful transplant, Hennion & Walsh has continued to support organ donation through a variety of means. To this end, the company has a made a multiple-year commitment to funding a Family Entertainment Lounge at the Gift of Life Family House and has raised more than $50,000 for that effort in the past two years.
“We saw firsthand the need for resources for families of transplant patients and we've made it our goal to help the Gift of Life Family House in their mission of providing that support and service,” said Richard Hennion, Partner at Hennion & Walsh. “The annual golf outing is a chance to bring together family and friends of the Heller family, celebrate Jackson's second chance at life and raise organ donor awareness while supporting the Gift of Life Family House,” added Bill Walsh, Partner at Hennion & Walsh.
The event included a day of golf, lunch, cocktails and dinner at the Brooklake Country Club in Florham Park, N.J., and attracted 120 golfers. All proceeds from the event were donated to the Gift of Life Donor Program, which has helped coordinate more than 29,000 life-saving transplants along with approximately 300,000 tissue transplants and has become an internationally recognized center for training and education for transplant professionals through its Gift of Life Institute. The Gift of Life Donor Program oversees the Gift of Life Family House.
5/21/2010
Greece: A Good Excuse To Sell Stocks?
"The fear of contagion is the real concern here as future sovereign debt issues in other countries could put more pressure on the global banking system amidst a continuing tight credit market. Without contagion, the ultimate fallout would likely be contained to the country of Greece, several banks, predominantly European, and the euro."
Click here to read the entire article.
5/20/2010
Podcast: Bill Walsh on Municipal Bonds
Click here to listen to the podcast.
5/20/2010
How to Hedge With a Bear Market Fund
Bear market ETFs “take some of the risk off the table when the market’s doing exceptionally well,” says Kevin Mahn, chief investment officer at Hennion & Walsh, a Parsippany, N.J.–based asset-management firm.
Click here to read the entire article.
5/18/2010
ETF Mutual Funds: This Relatively New Way To Invest Is Tax Efficient, Transparent, And Generally Costs Less
Furthermore, the Smart Growth Mutual Fund family run by portfolio manager Kevin Mahn of Hennion and Walsh is another set of offerings in the ETF mutual fund arena, including Conservative (LPCAX), Moderate (LPMAX), and Growth (LPGAX) funds. According to Mahn, Hennion and Walsh has an exclusive arrangement with Lipper Optimal Indices, where Lipper actually picks the ETFs and ETNs within the portfolios and the fund manager aligns these ETFs in such a way in the portfolios in order to provide for optimal growth while staying within a certain band of risk measured by standard deviation.
Click here to read the entire article.
5/11/2010
Video: Euro Bailout Cost US Taxpayers?
The EU bailout is getting political here in the United States, with CNBC's Steve Liesman.
Click here to watch the video.
5/9/2010
Sparked by a trading error, volatility returns
“I don't think we're headed for a double-dip recession, but people will start picking apart the U.S. economy now,” he said. “People are going to start taking a harder look at the health of the economy and things like high unemployment levels.”
Click here to read the entire article.
5/6/2010
Computer error may have sparked sell off — but investor fear is real
"After watching the stock market gain 70% from the March 2009 low, a lot of investors were looking for a an excuse to take some profits, said Kevin Mahn, chief investment officer Hennion & Walsh Asset Management Inc., which has $250 million under management and supervision."
Click here to read the entire article.
5/5/2010
Stocks Extend Decline On European Debt Worries
Kevin Mahn, chief investment officer at Hennion & Walsh in Parsippany, N.J., said the debt problems are severe but not new. He said investors had been looking for an excuse to sell stocks after the market's steep 14-month climb. Mahn expects the big back-and-forth moves will continue.
Click here to read the entire article.
5/1/2010
U.S. stock market lacks conviction after another up month
Many investors "are still not convinced the recovery is for real," said Kevin Mahn, portfolio manager of the SmartGrowth Mutual Funds. He points to strong fund flows into U.S. Treasurys, typically sought as a safe place to protect principal in uncertain times, "as symbolic of where market and investor sentiment is right now."
Click here to read the entire article.
4/16/2010
US Stocks Tumble As SEC Charges Against Goldman Rattle Market
"The market knew it was trading at levels that were too elevated," said Kevin Mahn, portfolio manager of Hennion & Walsh's SmartGrowth Funds. "This is an excuse for a pullback. You hear information where we have more potential devastation in the financial sector; how's that going to help a credit market that's already tight?"
Click here to read the entire article.
4/9/2010
6 Investing Strategies for Retiree Wannabees
"Another investment vehicle that still has legs: bonds. Since the downturn, investors have largely flocked to corporate debt, which caused prices to rise as bond yields dropped. Bill Walsh, a co-founder of advisory firm Hennion & Walsh in Parsippany, N.J., thinks there’s still upside in the fixed-income favorite. Specifically, for investors in higher tax brackets, he suggests municipal bonds, which are generally tax free. Those in lower tax brackets might be better off with taxable bonds that offer higher yields, he says."
Click here to read the entire article.
3/19/2010
Will health insurance reform and unemployment weigh on the markets?
Kevin Mahn, chief investment officer with Hennion & Walsh Asset Management Inc., talks about the importance of global diversification and how that can be achieved through emerging market ETFs.
Click here to go to the article and download the podcast. Click here to download the podcast only.
3/17/2010
Bond Funds Facing Bleak Prospects?
says Bill Walsh, president of Hennion & Walsh, a registered investment advisor in Parsippany, New Jersey. "Trying to time the market usually doesn't work," says Walsh.
Click here to read the entire article.
3/16/2010
"Inflation is here, it just hasn't reared its ugly head yet in terms of prices and wages," Mahn says. A failure to deal with inflationary pressures now could stall economic growth down the road, he says.
Click here to read the entire article.
3/15/2010
Looking Forward Is As Important As Looking Back
"We learned a lot from the global credit crisis, and these lessons were just reinforcements of what we knew already in terms of the importance of asset allocation and the need for rebalancing," Kevin Mahn, managing director and chief investment officer, told FA.
Click here to read the entire article.
3/14/2010
"We're in a volatile period right now," said Kevin Mahn, portfolio manager at Hennion & Walsh. "2010 is going to be a transitional year and I think both stock market and economic growth will be muted."
Click here to read the entire article.
3/11/2010
US Stocks Fall As Jobs Data, China Stoke Worries
"If China's not going to be buying as much of our goods, that has a big impact on multi-nationals in the U.S. that generally lead us out of recession," said Kevin Mahn...
Click here to read the entire article.
THE WALL STREET JOURNAL
3/11/2010
Stocks Pare Losses; 3M Weak
NEW YORK-U.S. stocks pared some of their earlier losses as the dollar weakened, but disappointing jobs data and concerns over monetary tightening in China dampened sentiment.
The Dow Jones Industrial Average was down 16 points, or 0.2%, to 10551, in recent trading. The Dow's materials and industrials components suffered, including 3M, down 1.2%, DuPont, down 0.6% and Caterpillar, down 0.6%. Economically-sensitive General Electric was also weak, down 0.7%.
The Nasdaq Composite edged down 0.1%. The Standard & Poor's 500 fell 0.2%, with all of its sectors in the red, except for technology. The declines were led by the consumer staples.
The materials sector also dragged after a report showed a higher-than-expected 2.7% rise in China's consumer price index for February, reigniting conerns over how U.S. companies might be impacted if China moves to clamp down growth. China also said industrial production during the first two months of the year expanded 20.7% from a year earlier, picking up from an 18.5% rise in December and higher than the 19.5% rise economists had expected.
Other data showed that the rapid growth in China's bank lending and investment spending slowed in February, a sign that the government's gradual withdrawal of stimulus policies in recent months is starting to have an effect on the real economy.
"If China's not going to be buying as much of our goods, that has a big impact on multi-nationals in the U.S. that generally lead us out of recession," said Kevin Mahn, portfolio manager of Hennion & Walsh's SmartGrowth Funds.
Among U.S. reports, the number of idled U.S. workers applying for jobless benefits fell by 6,000 last week, a positive sign for the labor market and the economy, although the weekly decline was smaller than the 9,000 drop economists had expected.
However, there was an unexpected narrowing in the U.S. trade gap. The Commerce Department reported the U.S. deficit in international trade of goods and services decreased 6.6% to $37.29 billion in January, lower than Wall Street expectations for a $41.0 billion shortfall.
Investors said this week's one-year anniversary of the bull market prompted some anxiety among fund managers whose returns may not have matched the market's meteoric rise in the last 12 months.
"I think people are primarily concerned about what the next leg in this bull market recovery will be," Hennion and Walsh's Mr. Mahn said.
In other markets Thursday, the dollar weakened against both the euro and the yen. Crude-oil futures fell below $82 a barrel while gold futures also moved lower. Treasurys slipped, with the 10-year note recently off 4/32 to yield 3.735%.
Among stocks in focus, Devon Energy climbed 1.3% as U.K. oil major BP agreed to buy its international and deepwater Gulf of Mexico portfolio in a $7 billion deal. American depositary shares of BP were up 0.5%. The deal gives BP seven exploration blocks in Brazil's Campos basin, home to a number of significant producing oil fields.
Men's Wearhouse fell 3.1% after the suit and apparel retailer swung to a fiscal fourth-quarter loss on a write-down and lower sales and margins.
Gymboree climbed 11%. The children's apparel maker's fiscal fourth-quarter profit grew 13%, topping the company's February guidance on higher sales and margins.
MarketPlace
3/9/2010
Dow Jones rebounds from crisis low
I think it'd be hard to find many individual investors who had a 73 percent gain in their IRAs, most likely because you know when markets go down, investors tend to get fearful, when they get fearful they tend to sell.
Click here to read the article and listen to the audio clip.
3/1/2010
The Real Story (audio show): ETF Funds, Mutual Fund Fees, Berkshire Breakdown
Guests include Bill Corry, CEO of Corry Capital Advisors, Kevin Mahn, portfolio manager for the SmartGrowth Funds and Kevin Knull, CEO of InvestForLess.com.
Click here to listen.
2/28/2010
Hennion & Walsh Inc. has hired Michael Mentuck, 43, as regional vice president.
Click here to read the entire article.
2/25/2010
Mortgage Rates May Not Rise Much When Fed Support Ends
"We have inflation. It's the impact of inflation that hasn't reared its ugly head," said Kevin Mahn, managing director and chief investment officer at Hennion & Walsh in Parsippany, NJ
Click here to read the entire article.
2/16/2010
Rough Bond Landscape Sends More Investors Into ETFs
With corporate bond demand facing an uncertain period after a robust 2009, investors confront a hunt for yield in which bond funds could play an even greater role. The use of exchange-traded funds to play the corporate bond market has soared in the past two years...
Click here to read the entire article.
2/11/2010
As Investors Await Fed to Act, Focus Is Not Just On Rates
"We're going to see a lot of stops and starts through the year, a lot of volatility," says Kevin Mahn, chief investment officer at Hennion & Walsh in Parsippany, NJ
Click here to read the entire article.
2/2/2010
Stocks: What Happened to the Tech Rally?
In the U.S., the 10% unemployment rate will constrain consumer spending, which in turn will hurt business investment in new technology, Mahn says. "If people aren't spending and businesses aren't spending, how is technology going to lead the way?"
Click here to read the entire article.
DailyFinance
1/23/2010
Know the Providers Before Shopping for an ETF
"Due diligence becomes of paramount importance," Mahn says. "It is true that all exchange-traded products are not created equal. Starting with the differences between exchange-traded funds and exchange-traded notes and ranging to the differences between the many available passive and active strategies in the marketplace today."
Click here to read the entire article.
1/14/2010
Investing In U.S. National Security
Investors should look at this area as investing in technology companies that specialize in security measures. Hennion & Walsh Chief Investment Officer Kevin Mahn sees this area as a long-term play, as there will be more emphasis on airport security for the foreseeable future but says that finding the right companies to invest in this area will be difficult.
Click here to read the entire article.
12/31/2009
Week's Bond Auctions Show Lingering Need for Safety
"You had the cheapening up leading to the auctions. It was enough to get some interest going again," said Bill Walsh, president of Hennion & Walsh in Parsipanny, NJ.
Click here to read the entire article.
12/24/2009
Can Bonds Score a Repeat Performance After Big 2009?
...said Bill Walsh, president of Hennion & Walsh in Parsippany, N.J. "People who are looking for safety and income and definite cash flow, it could be a benefit to them. You're definitely going to have an appetite for safety."
Click here to read the entire article.
12/16/2009
As municipal bonds are (mostly) tax-free investments, says Bill Walsh, president of the asset management firm Hennion & Walsh, "Rising taxes at either the state or federal level would boost the appeal...
Click here to read the entire article.
12/14/2009
"[Fed Chairman] Bernanke has made it clear he's going to keep interest rates low for a while, but the Fed also need to be careful because of the eventual inflation threat," said Kevin Mahn, managing director at Hennion & Walsh.
Click here to read the entire article.
12/8/2009
"While Bill Walsh, president of asset management firm Hennion & Walsh, says the defense sector should be part of some investors' portfolios, he advises caution when getting involved in potentially short-term investment plays such as ones predicated on this troop deployment."
Click here to read more.
11/23/2009
Hennion & Walsh Enhances Leadership of Growing Wholesale Team
Andrew Gartrell Joins as Regional Vice President for Southeast, Representing SmartGrowth® Mutual Funds and SmartTrust® Unit Investment Trusts.
Click here to read more.
11/19/2009
The 'Real' Jobless Rate: 17.5% Of Workers Are Unemployed
"People focus too much on that 10 percent number and not on the larger number," says Kevin Mahn, chief investment officer at Hennion & Walsh in Parsippany, N.J.
Click here to read the entire article.
10/9/2009
Why Stocks and Treasurys Have Been Rising at Same Time
Lately, however, both stocks and bonds have tended to go up together. "They're really having a stare fight, and I don't know who's going to blink first," says Bill Walsh, president of Hennion & Walsh in Parsippany, NJ.
Click here to read the entire article.
10/1/2009
Muni Bonds: Don't Chase High Yields
"He urges bond investors to look at their investment goals before getting into bonds. People who are looking for a bigger return on investment should go to the growth markets, such as the equities market, Walsh says."
Click here to read the entire article.
9/22/2009
Stocks Keep Gains Before Fed Rate Debate
Kevin Mahn, managing director and chief investment officer of Hennion & Walsh, a Parsippany, N.J. investment firm, says there's "zero chance" the Fed will raise rates, but that the market will pick apart its published remarks.
Click here to read the entire article.
9/21/2009
Stocks sputter after hitting records
"The biggest challenge in the next few weeks and month is going to be corporate earnings," said Kevin Mahn, managing director at Hennion & Walsh.
Click here to read the entire article.
9/18/2009
Do the Markets Need New Indices?
"I'm not convinced that certain indexes have lost their relevance," and the Dow is pertinent to the performance of the companies within its fold, says Kevin Mahn, managing director and chief investment officer at Hennion & Walsh.
Click here to read the entire article.
9/4/2009
Are We Headed Toward a Jobless Recovery?
"There's no such thing as a jobless recovery - we need jobs to have a recovery," says Kevin Mahn, a managing director of Hennion & Walsh, an investment advisory firm. Mahn argues that people without jobs don't spend money, and the economy is too dependent on consumer spending to recover without people returning to work.
Click here to read the entire article.
THE WALL STREET JOURNAL
9/3/2009
US STOCKS OUTLOOK: Pullback Not Certain, But Volume Is
"In normal markets, you can assume September will not be a good month, but you can throw out all sense of normalcy after 2008," said Kevin Mahn, chief investment officer for Hennion & Walsh. "September will reintroduce volume and I'm interested to see if it will be on the short side or the long side."
Click here to read the entire article.
8/26/2009
Surviving shrinking Social Security checks
Your Business spoke with three financial advisers: O'Brien; Peter Passalacqua, chief executive of Frontier Financial Planning in Hillsborough; and Bill Walsh, president of Hennion & Walsh in Parsippany, on what seniors living on a fixed income can do to lessen the sting of a zero-inflation increase.
Click here to read the entire article.
8/13/2009
Strong Demand for Treasurys Reflects Economic Uncertainty
"It shows there's still some uncertainty in the economy," said Bill Walsh, president of fixed income and asset management firm Hennion and Walsh in Parsippany, N.J. "People are still looking for the safety factor and Treasurys provide that."
Click here to read the entire article.
7/30/2009
Treasury's Auction of 7-Year Notes Is Better Than Expected
"As an investor you've always got to look at how much debt is too much debt," says Bill Walsh, president of Hennion & Walsh in Parsippany, NJ
Click here to read the entire article.
7/30/2009
US Stocks Close Higher As More Earnings Beat Expectations
...said Kevin Mahn, Managing Director & Chief Investment Officer of Hennion & Walsh "We got to the point in the first quarter, when everyone was so risk averse they lost out. And, in just six months, they have now become overly aggressive."
Click here to read the entire article.
THE WALL STREET JOURNAL
7/30/2009
Rally Spurs Stocks to '09 High
"Institutional and retail investors are so anxious to make up the lost returns of the last year, they are using any cue to buy aggressively," said Kevin Mahn, Managing Director & Chief Investment Officer of Hennion & Walsh.
Click here to read the entire article.
7/15/2009
"The good news about Intel is the forecast," said Kevin Mahn, managing director at Hennion & Walsh. "We know second-quarter results won't be very good for most companies, but we want to know the outlook is improving in the second half of the year."
Click here to read the entire article.
7/15/2009
Dipping Back Into Equity and Bond Funds
And yet, investors otherwise remain risk-averse, says Mahn. "People are gravitating towards putting their money back into the market, but they're doing it a lot more cautiously then they had done in previous market recoveries," says Mahn.
Click here to read the entire article.
Now Available: Kevin Mahn in Exchange Traded Funds, Definitive Volume on ETF Investing Today
Kevin D. Mahn, Chief Investment Officer of Hennion and Walsh makes sense of "401(k) Plans: The Unconquered Frontier for ETFs," in a new must-read book now available.
The book, Exchange Traded Funds: Conceptual and Practical Investment Approaches, by A. Seddik Meziani, brings together a number of investment experts as co-authors in one volume, providing readers with a complete guide to capitalizing on the global ETF market.
Kevin Mahn is a nationally recognized leader in his field. Recently, he was named one of Institutional Investor News' "2009 Rising Stars of Mutual Funds." Mr. Mahn offers his informed perspective as the author of a chapter in Exchange Traded Funds, explaining the challenges and opportunities that face ETF and 401(k) investors today.
Amid the rapid boom in ETF investing, understanding the ETF market is increasingly important for financial professionals, investors and financial journalists. Exchange Traded Funds provides readers with the insight and information needed to navigate ETFs in an increasingly competitive era.
7/12/2009
A Strong Quarter, but an Iffy Outlook
All the money being manufactured to stimulate the economy has created "an ugly potential burden of inflation," he warned. As for the subprime mortgage problems that started the credit crisis, he added, "I don't think we're out of the woods yet."
Click here to read the entire article.
7/10/2009
Walsh says stick with single issue, general obligation bonds for essential things like sewers, sewage treatment and water. Munis are also relatively complicated for the average investor. "You can pick them yourself but for the most part you need an advisor," Walsh says.
Click here to read the entire article.
7/8/2009
How Long Will Corporate Bond Rally Last?
"Bill Walsh, president of Hennion & Walsh, an investment manager in Parsippany, N.J., says investors should treat bonds accordingly -- as a complement to equities."
Click here to read the entire article.
6/23/2009
Municipal bonds may not be a sexy investment, but they are a safe one, says Bill Walsh, president of Hennion & Walsh Asset Management.
Click here to watch the video.
6/17/2009
US Bank Profits Could Be Hurt By Financial Reforms: Analysts
"Now here's another layer of uncertainty when we thought banks might have been able to see light at the end of the tunnel," says Kevin Mahn, portfolio manager for SmartGrowth Funds at Hennion and Walsh in Parsippany, N.J.
Click here to read the entire article.
6/7/2009
Market-linked CDs bolster structured-products industry
"Coming off of 2008, people are looking for principal protection and we're getting a lot of inquiries from clients, but this is definitely not your father's CD," said Kevin Mahn, chief investment officer with Hennion & Walsh Asset Management Inc., a Parsippany, N.J.-based firm with $2 billion under advisement.
Click here to read the entire article.
5/21/2009
Red, white and broke? Not yet, but risk can still jolt markets.
These worries "jump to the top of headlines in the absence of any significant data releases," according to Bill Walsh, president of Parsippany, N.J.-based Hennion & Walsh, which manages about $2 billion in client assets.
The concern, he said, is that the United States will borrow so much to get out of the economic slump that other countries won't pony up capital at reasonable rates if times get tough again.
Click here to read the entire article.
5/13/2009
How to Play the Banks After Stress Tests
"There's still some baggage [in the industry]," says Kevin Mahn, Chief Investment Officer at Hennion & Walsh Asset Management. "It's very difficult to know which [bank] will suffer the most difficulty the next time around."
Click here to read the entire article.
5/8/2009
Financials lead sell-off amid stress test nervousness
"Investors don't know what role the government will play in who should and shouldn't be CEO or board member at certain companies," said Kevin Mahn, chief investment officer at Hennion and Walsh Asset Management.
Click here to read the entire article.
After Stress Tests, Investors Look for Winners and Losers
5/7/2009
"I take all these results with a grain of salt," says Kevin Mahn, portfolio manager for the SmartGrowth mutual funds at Hennion & Walsh in Parsippany, N.J. "I'm concerned about the dilutive effect of these companies having to convert preferred shares to common stock."
Click here to read the entire article.
Stocks surge on recovery hopes
5/4/2009
"If you subscribe to the theory that the global economic crisis started with the U.S. housing market and will end there, you're going to be encouraged by reports like this that suggest housing is bottoming," said Kevin D. Mahn, managing director at Hennion & Walsh.
Click here to read the entire article.
3/31/2009
Earnings Alert: First Quarter Likely to Disappoint Investors
"Investors shouldn't be looking for much for the first quarter," adds Kevin Mahn, portfolio manager at Hennion & Walsh in Parsippany, N.J. "I still think that we're close to a point of market recovery, but the economy's got at least two more quarters yet."
Click here to read the entire article.
Forget Stocks: The Real Rally Now Is In Corporate Bonds
03/25/2009
"For income, bonds are great, but you better know the risk factor," says Bill Walsh, president of Hennion & Walsh Asset Management in Parsippany, N.J. "If we had a client right now that has to buy corporates because they want that extra yield and understand the risk, what we would suggest is instead of taking that one corporate, use a professional manager."
Click here to read the entire article.
Wall Street: Retreat after rally
3/24/2009
"Yesterday was euphoria and today people are getting more rational and looking behind and beyond the bank plan," said Kevin D. Mahn, managing director at Hennion & Walsh.
Click here to read the entire article.
Bonding with FIxed-Income ETFs
3/10/2009
"Do we really want to pay an active manager to buy a government bond or municipal bond portfolio for us?" Mahn asks "Why not pay a lower expense ratio, get index-like returns and get that volatility dampener with a very predictable ETF?"
Click here to read the entire article.
Hennion's Paterson card helps charity
3/6/2009
"To have this kind of turnout in this economy, on the night of a snowstorm, it really makes you appreciative of the generosity of people," said Hennion, a founding partner of Hennion & Walsh Inc., an asset management firm in Parsippany. "We're looking to do this event every year, and hopefully, make it bigger with each one we do."
Click here to read the entire article.
FINANCIAL PLANNING
Fine Young Cannibals Municipal Aid
3/1/2009
Money managers are also gravitating towards ETFs in order to implement sector-oriented strategies says Kevin Mahn, chief investment officer at Hennion & Walsh Asset Management in Parsippany, NJ, and the portfolio manager of Smartgrowth Funds, mutual funds that hold ETFs.
Click here to read the entire article.
2/26/2009
Big Brokerages Stretch to Find a Silver Lining
Says Kevin Mahn, Chief Investment Officer at Hennion & Walsh, a New Jersey investment and wealth management firm: "If you believe that this whole problem started with housing and that it will end with housing, I would suggest that w are pretty close to a floor in housing...I wouldn't expect a recovery on a national basis at any point in 2010, but we are starting to see pockets of strength"
Click here to read the entire article.
2/18/2009
There's still juice in junk bonds
Bill Walsh, the president of Hennion & Walsh Asset Management, thinks that level of risk negates the shrinking reward that junk bonds offer. "As yields go lower, I don't think there's a lot of value in the junk market," he says.
Click here to read the entire article.
2/17/2009
TAKING STOCK: Credit Unfreezing For The Big Boys Only
"Credit will not really thaw until banks start lending freely to all kinds of companies," said Kevin Mahn, chief investment officer at Hennion & Walsh, in Parsippany, N.J.
Click here to read the entire article.
2/13/2009
Municipal Bond Offers, Costs May Be Cut by Obama's Stimulus
"The stimulus package 'may help the creditworthiness of the states because it would supply operating cash,' said Bill Walsh, president of Parsippany, New Jersey-based Hennion & Walsh Asset Management..."
Click here to read the entire article.
2/9/2009
Hennion & Walsh HiresTwo Regional VPs
"Victor Kopelakis and Ron Farrise have joined SmartGrowth Mutual Funds' wholesaling team as regional VPs, both on the East Coast. Kopelakis and Farrise each have more than two decades of financial industry experience."
Click here to read the entire article.
1/12/2009
Hennion and Walsh Spreads Christmas Cheer to Underprivileged Children
"The event was tremendous and everyone present, both young and old, experienced the happiness and joy of the season," said Bill Walsh, President of Hennion and Walsh. "As a Firm, we pride ourselves in the work that we do with individuals, and coming together to work for these young individuals, bringing smiles to their faces, is some of most gratifying work we do all year long."
Click here to read the entire article.
12/23/2008
"Kevin Mahn, portfolio manager for the SmartGrowth Mutual Funds notes that these ETFs have benefited from investors becoming more risk averse. Mahn's SmartGrowth Lipper Optimal Conservative Index Fund, which is a fund of ETFs, is down only 7.5% this year."
Click here to read the entire article.
12/19/2008
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"
Click here to read the entire article.
12/1/2008
"Kevin Mahn, a portfolio manager for the SmartGrowth Mutual Funds, told attendees that he sees positives ahead for
investors. 'We're increasingly optimistic about the outlook for U.S. and international equities. We've called a start to
the market correction in late 2008 and think the market will start to recover before the U.S. economy does, all the
more important to diversify,' he said. Mahn runs three target-risk mutual funds that all had positive performance as of
the third quarter."
Click here to read the entire article.
Ignites - 11/19/2008
YourQ&A: What's the Role of a Total Return Bond Fund?
"'A total return fixed-income manager's respective role, if selected by an advisor or investor within a given portfolio, should be to provide for total return potential within its own risk parameters and investment philosophy."
Click here to read the entire article.
11/18/2008
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."
Click here to read the entire article.
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."
Click here to read the entire article.
11/5/2008
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."
Click here to read the entire article.
11/2/2008
Play-It-Safe Bonds Become Mighty Inviting
"Moreover, remember the long-term performance of most bonds. You will be hard-pressed to find an analyst or strategist who advises you to dump your stocks in favor of bonds. The recommended portfolio has a mix of stocks and bonds. 'Bonds will normally not give you a big amount of growth over time," said Bill Walsh, president of Hennion & Walsh, a Parsippany, N.J., securities firm specializing in municipal bonds. "I know the last few weeks have scared
people and made them nervous [about stocks], but over time, history has proven the equities market will give you growth.'"
Click here to read the entire article.
11/1/2008
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.'"
Click here to read the entire article.
11/1/2008
"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."
Click here to read the entire article.
11/1/2008
"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."
Click here to read the entire article.
10/30/2008
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."
Click here to read the entire article
10/30/2008
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."
Click here to read the entire article
10/27/2008
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.
Click here to read the entire article.
ETFs For The Long Run - 10/1/2008
How Did ETFs Fare in Market Turmoil?
"The ETFs followed the market," says Kevin Mahn, Chief Investment Officer of Smartgrowth Mutual Funds, which runs funds of ETFs. "The SPDR Gold Shares (GLD) was up as well as a lot of the short products from ProShares."
Click here to read the entire article.
9/30/2008
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.
Click here to read the entire article.
9/28/2008
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.
Click here to read the entire article.
9/22/2008
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.
Click here to read the entire article.
9/19/2008
Short FinancialETFs Slide After Short-selling Ban
"ETFs will matter more than they ever have now through Oct 2," said Kevin Mahn, Managing
Director of Hennion & Walsh, a New Jersey-based brokerage. "It gives the investor the ability to
short through sector as opposed to a specific stock."
Click here to read the entire article.
9/16/2008
'Salivating Opportunities' Seen in Tanked Market
"The more the markets are allowed to work things out the better," said Kevin Mahn, Chief
Investment Officer at Hennion & Walsh Asset Management Inc., a Parsippany, N.J.-based firm
with $300 million under management.
Click here to read the entire article.
9/16/2008
What's Ahead For The Financial System?
"With the continued news and noise around AIG, Washington Mutual, Lehman Bros. and Merrill
Lynch, it all seems like it's going up to a crescendo in terms of the doom and gloom and bad news."
Click here to read the entire article.
9/10/2008
Your Q&A: How Do Funds Use Leverage?
"One has to be careful to control the amount of leveraged exposure that one has not only to a given asset class, sector, style or market cap but also within one's portfolio as a whole."
Click here to read the entire article.
09/10/2008
We're growing.
Hennion & Walsh is thrilled to announce the grand opening of our Millburn NJ Branch. We invite you stop by our grand opening on September 17th between 10am and 5pm. We will be serving refreshments all day, so grab a friend and stop by to see our Millburn Branch .
Branch Address: 374 Millburn Ave, Millburn, NJ 07041
8/01/2008
"I think people have a false sense of security" says Kevin Mahn, Managing Director and Chief Investment Officer of Hennion & Walsh.
Click here to read the entire article.
7/28/2008
Financials, Mortgage Bonds Still Abundant In Target Funds
"The problem with these funds is that the assets are passively managed and don't reflect changes in the market." said Kevin Mahn.
Click here to read the entire article.
6/25/2008
ETFs Wiggle Into Plans As Mutual Fund Assets
"Hennion & Walsh has rolled out three funds made up of ETFs, each with a targeted level of risk."
Click here to read the entire article.
6/14/2008
Financial experts identify best funds for your funds
"Our job as financial advisors is to inform our clients about changing market conditions and other factors that might effect their decision making."
Click here to read the entire article.
Reuters - 6/5/2008
Treasuries - Bonds fall on claims drop, ECB Trichet's remark
"'Recession talk is going away and the attention has turned inflation.' said Kevin Mahn, Chief Investment Officer at Hennion & Walsh, Inc. in Parsippany, NJ."
Click here to read the entire article.
04/29/2008
"The biggest risk to the US economy is inflation and the Fed should raise interest rates, according to Kevin Mahn, CIO of Hennion & Walsh Asset Management."
Click here to watch the video.
04/24/2008
GLOBAL INVESTOR: International Bonds Are Alluring, But Currency Risk Can Trip You
"Still, for some, international bonds are not finding a place in their portfolios. "Part of it is there is not a great supply of international bond managers or good ones. And we can find other assets that are benefiting from a weakening dollar," said Kevin Mahn, chief investment officer at Hennion & Walsh and portfolio manager to the SmartGrowth Mutual Funds."
Click here to read the entire article.
April 2008
Strategic Income Funds Can Limit Volatility
"Bill Walsh, president of investment firm Hennion & Walsh, Parsippany, N.J., is skeptical, however, about strategic income funds. He believes investors can get the same degree of diversification and growth with a target-date fund."
Click here to read the entire article.
The Financial Advisor Symposium - April 2008 (Part 1 of 3)
"Kevin D. Mahn, chief investment officer of Hennion & Walsh, manages three Smart Growth funds with different levels of risk, all of which are based on Lipper averages."
Click here to watch the video.
The Financial Advisor Symposium - April 2008 (Part 2 of 3)
"A year ago, money manager Kevin Mahn started three funds that invest only in ETFs, and he explains how he finds good ETFs."
Click here to watch the video.
The Financial Advisor Symposium - April 2008 (Part 3 of 3)
"The Smart Growth Funds rebalance quarterly based on Lipper data, and manager Kevin Mahn reviews which ETFs his funds have invested in so far in 2008."
Click here to watch the video.
04/14/2008
Mutual Fund Seeks Diversification Through ETFs
"Kevin Mahn, chief investment officer at Hennion & Walsh Asset Management Inc. of Parsippany, N.J., doesn't subscribe to the notion that the portfolio of a 60-year-old investor should automatically be allocated to 60% bonds and 40% stocks."
Click here to read the entire article.
04/13/2008
It's not too early to plan for '08 tax return
"Taxes should be a very important consideration," said Kevin Mahn, managing director of Hennion and Walsh in Parsippany. "You have unrealized gains and losses in your portfolio. The losses should be used to offset the gains."
Click here to read the entire article.
03/07/2008
Tech ETFs Provide Wider Exposure Than Stocks
"Kevin Mahn, managing director and portfolio manager at Hennion & Walsh Asset Management, says there's a place for sector ETFs in your portfolio, but warns against overdoing it..."
Click here to read the entire article.
October 2007
"Kevin Mahn of Hennion & Walsh, and Andrew Clark of Lipper, The Americas, discuss their joint venture-combining asset allocation strategies and ETFs to provide better risk-adjusted returns."
Click here to watch the video.
09/10/2007
"How have you been advising your clients to profit in this type of unstable market? It seems it's up, it's down, it's left, it's right. What type of an investment approach have you been taking; moving towards income to prepare for the worst, or have you seen the recent pullbacks as buying opportunities?"
Click here to listen to the entire interview.
08/27/2007
"Starting with the premise that different investors have different resources, risk tolerances and objectives, the Hennion & Walsh SmartGrowth Lipper Funds represent portfolios in which the risk levels are differentiated across each of the Funds. Based on the recently released Lipper ETF indices, the funds provide exposure to various market sectors, geographies, and asset classes, modeled to respond to the need for growth-oriented portfolios with balanced risk."
Click here to read the entire interview.
08/09/2007
Video: Fund Manager Says Leveraged ETFs Hot in Volatile Market
Kevin Mahn, chief investment officer with Hennion & Walsh, details which exchange-traded funds are hot - and which are not - in a volatile market.
Click here to watch the video.
07/17/2007
Video: Fund Manager Says Leveraged ETFs Hot in Volatile Market
Kevin Mahn, chief investment officer with Hennion & Walsh, details which exchange-traded funds are hot - and which are not - in a volatile market.
Click here to watch the video.
06/06/2007
New mutual funds to invest in Lipper ETF indexes
"Hennion & Walsh Asset Management said on Wednesday it has launched the SmartGrowth Lipper Funds, three mutual funds that will invest in indexes of exchange-traded funds constructed by Lipper Inc."
Click here to read the entire article.
