Yearly Archives: 2015

The Pros and Cons of Buying Unit Investment Trusts

What are UITs and what are the pluses and minuses? Unit investment trusts, or UITs, are a kind of investment fund that’s a cross between an actively managed fund and a set portfolio of investments. Investors buy units of a ... Read More

The Benefits of Best of Breed

Kevin Mahn, chief investment officer for Hennion and Walsh Management, discusses his firm’s decision to use a best-of-breed approach when it comes to product solutions and client support. It seems like everywhere you look in financial services the common theme ... Read More

CRE Market Books in Near-term Rate Hike

Commercial real estate executives, who have already booked in what’s widely expected to be a 25-basis point interest rate hike this year, are now trying to figure out what future rate increases will look like after the most recent Federal ... Read More

The REIT Rap

Many investors are cautious on adding any Real Estate investments; Real Estate Investment Trusts (“REITs”) in particular, to their portfolios due to fears over the impact of rising interest rates on the housing market and mortgage REITs in particular. To ... Read More

SmartTrust® Strengthens Regional Bench with Two Key New Hires

New Jersey-based Brokerage Firm Appoints Ted Breen and Nathan Ibarra as Regional Vice Presidents PARSIPPANY, N.J., June 17, 2015 /PRNewswire/ — Hennion & Walsh, a provider of investment services and advocate for individual investors, announced today the appointments of Ted Breen ... Read More

Hennion & Walsh Launches SRI SmartTrust

Parsippany, N.J.-based investment services provider Hennion & Walsh has launched SmartTrust Sustainable Impact Investing Trust. The trust seeks to provide investors with total return potential by investing in the stocks of companies included in the S&P 1500 index meeting certain environmental, ... Read More

Yes, Rates Will Rise. Yes, I Am Bullish on REITs

“The catalyst behind the Fed’s decision to raise rates is the gradually improving economy,” he tells “That means earnings are increasing, companies are hiring new employees and consumers are shopping.” It also means, he says, that REITs will be ... Read More