Latest News
Toggle Co-Founder Jan Szilagyi Featured in Fintech Nexus News
September 19, 2022 - Toggle prioritizes data so investors can make their own choices It took Stan Druckenmiller mere seconds to hire Toggle co-founder Jan Szilagyi. When Szilagyi told Druckenmiller he’d found a way for investors to leverage the reams of data out there... [Continue Reading]
CEO and CIO of Laffer Tengler Investments, Nancy Tengler Featured on Bloomberg Trillions
September 16, 2022 - A Portfolio Designed to Adapt to Inflation Trends | Trillions: ETF Master Chef In this Season 2 premiere episode of Trillions: ETF Master Chef — where we interview the chefs of the finance world on their hottest investment recipes —... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel in Bloomberg News
September 15, 2022 - Oil Climbs as Easing Lockdown in Chinese City Sparks Demand Hope Oil climbed on optimism that demand prospects in China may brighten as one of its megacities loosens lockdown restrictions. West Texas Intermediate futures settled at $88.48 a barrel. Brent... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel in U.S. News & World Report
September 14, 2022 - 10 Best Energy Stocks to Buy in 2022 The energy industry is transitioning from fossil fuels to renewables. Energy use is evolving, but oil and gas remain in the mix. The way humans create and consume energy is changing. Coal, oil... [Continue Reading]
Tortoise’s Matt Sallee in Bloomberg
September 14, 2022 - Oil Rises With China Easing Lockdowns, US Mulling SPR Refill IEA lowers global demand forecast from previous estimate US crude stockpiles fell 2.44 million barrels last week: EIA Oil held onto gains, supported by the prospect of looser lockdown restrictions... [Continue Reading]
GIX Announcement in The Wall Street Journal
September 14, 2022 - Green Exchange Seeks to Jump on ESG Bandwagon - A startup run by New York Stock Exchange veterans is seeking the SEC's blessing to launch a new exchange catering to environmentally minded companies and investors. ... [Continue Reading]
Green Stock Exchange Story in Bloomberg
September 14, 2022 - Public firms to be required to meet ESG requirements or delist | GIX is seeking regulatory approval, expects to go live in 2023... [Continue Reading]
Nancy Tengler on Making Money with Charles Payne
September 13, 2022 - Fed has lost credibility and the market hasn’t been paying attention: Nancy Tengler Watch the latest video at foxbusiness.com... [Continue Reading]
Toggle’s Jan Szilagyi in The Bond Buyer
September 13, 2022 - Munis weaker across the curve; UST sell-off on short end following CPI data Municipals saw losses across the yield curve, outperforming a U.S. Treasury selloff on the front end of the curve but facing larger losses out long, while equities... [Continue Reading]
TIFIN Wealth in The Fintech Times
September 13, 2022 - The Use and Benefits of AI in Wealth Management With Toggle, TIFIN Wealth, Unifimoney and More Having spent the entirety of last week delving into all aspects of fintech partnerships, and how they tie into our month-long coverage of fintech... [Continue Reading]
Nancy Tengler on Bloomberg Markets: The Close
September 12, 2022 - Bloomberg Markets: The Close (09/12/2022) - Caroline Hyde, Romaine Bostick & Taylor Riggs bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street and discuss Goldman layoffs, soft... [Continue Reading]
TOGGLE CEO and Co-Founder Jan Szilagyi in Insider
September 08, 2022 - Fed hawkishness paved the way for a soaring dollar that’s beating down other currencies. Here’s what to know. Friday eve on a short week? “Good morning” goes without saying. Phil Rosen here, writing to you from New York City. Since... [Continue Reading]
Thornburg Investment Management CEO Jason Brady on CNBC ‘The Exchange’
September 08, 2022 - There’s a lag in the outcome of Fed policy, says Thornburg Investment Management’s Jason Brady Jason Brady, president and CEO of Thornburg Investment Management, joins ‘The Exchange’ to discuss techniques for portfolio management in volatile times, Fed policy lag in... [Continue Reading]
CTM Insights Managing Partner Lou Steinberg in American Banker
September 08, 2022 - Banks concerned about employees’ use of WhatsApp have options As banks continue to struggle with employees’ use of unapproved messaging platforms like WhatsApp, they’ve often had to choose between letting people use their own devices or forcing them to use work computers.... [Continue Reading]
EquityZen Founder and Chief Strategy Officer Phil Haslett on Bloomberg Technology
September 08, 2022 - ‘Bloomberg Technology’ Full Show (09/06/2022) The only daily news program focused exclusively on technology, innovation and the future of business from San Francisco. (Source: Bloomberg) Watch Phil at 25:27 here.... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel in The Street
September 08, 2022 - Gasoline Prices Should Keep Falling Unless This Happens Gasoline prices are at their lowest levels since March and are likely to keep falling, analysts say. Gasoline prices are expected to continue their downward trend during Labor Day weekend as consumers... [Continue Reading]
TOGGLE CEO & Co-Founder Jan Szilagyi on TD Ameritrade Network
September 07, 2022 - TSLA, NIO: E.V. Demand Vs Lithium Battery Supply There is a big push for more production and also a big environmental challenge to extract lithium, says Jan Szilagyi. He discusses the demand constraints for electric vehicles. He also talks about... [Continue Reading]
GenTrust Chief Financial Officer Claire Rogan in Barron’s Advisor
September 07, 2022 - There’s a Talent Shortage. How Advice Firms Are Stretching Their Resources. The hiring market for financial advisors and support staff continues to be tight, but that hasn’t stopped wealth management firms from adding clients. Instead, it’s forced them to be... [Continue Reading]
IPZ Newsletter | Cliff Omoruyi & Knight Society Raise $10K for Newark Salvation Army… MDH Penalty Kick Secures Win… Brad Smith & the Whipsnakes Earn #1 Seed
September 06, 2022 - Cliff Omoruyi & Knight Society Raise $10k for Newark Salvation Army | Meggie Dougherty Howard PK Secures 1-0 Win | Brad Smith Ends Regular Season Hot as Whipsnakes Secure #1 Seed... [Continue Reading]
TOGGLE CEO & Co-Founder Jan Szilagyi in Benzinga
September 02, 2022 - Hot Wage Growth, ‘Encouraging’ Jobs Data: 5 Experts React With Interest Rates Hanging In The Balance The SPDR S&P 500 ETF Trust SPY-1.18%+ Free Alerts traded higher Friday morning after the Labor Department reported strong U.S. jobs market numbers from August.... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler on CNBC ‘The Exchange’
September 02, 2022 - We will see continued deceleration, says Nancy Tengler, CEO and CIO of Laffer Tengler Investments Nancy Tengler, CEO and CIO of Laffer Tengler Investments, joins ‘The Exchange’ to discuss reintegrating risk into portfolios and the impact inflation, labor, and earnings... [Continue Reading]
Tortoise Senior Portfolio Manager Brian Kessens in S&P Global Market Intelligence
September 01, 2022 - New taxes unlikely to derail oil, gas sector plans for M&A, aggressive buybacks Two tax measures in the Inflation Reduction Act will raise costs but do little to change M&A or share-buyback trends in the oil and gas sector, experts... [Continue Reading]
Ecofin Senior Portfolio Manager Matt Breidert in U.S. News & World Report
September 01, 2022 - 9 Best Green Stocks and ETFs to Buy The Inflation Reduction Act and California’s EV move give green investing a boost. First Solar Inc. (ticker: FSLR) With a large manufacturing presence in the U.S., this solar panel builder will be among... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel on CNBC ‘Street Signs Asia’
September 01, 2022 - These are good stock picks for U.S.-listed natural gas companies, portfolio manager says of Cheniere, EQT Rob Thummel of Tortoise discusses his stock picks for energy firms as the price of natural gas continues to climb. Watch Rob here.... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty in Forbes
August 31, 2022 - Job Market Remains ‘Extraordinarily Strong’—Here’s Why That Could Be Bad News For The Economy Despite economists predicting a second consecutive month of declines, job openings unexpectedly rose last month—signaling the labor market remains strong and that Federal Reserve officials may... [Continue Reading]
GenTrust Wealth Management Advisor Jim Colavita in Barron’s Advisor
August 30, 2022 - Dreaming of a Big Inheritance? Don’t Count On It, Financial Advisors Say Separating fact from fantasy is one of the most valuable services that financial planners can provide to their clients. And a common financial fantasy is that our parents... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer in The Associated Press
August 30, 2022 - Dow drops 1,000 after Fed’s Powell says rates will stay high NEW YORK (AP) — The Dow Jones Industrial Average sank more than 1,000 points Friday after the head of the Federal Reserve dashed Wall Street’s hopes that it may... [Continue Reading]
Thornburg Investment Management Portfolio Manager Christian Hoffmann in Bloomberg News
August 30, 2022 - Powell’s ‘Totality of Data’ Keeps Bond Market in Limbo The US bond market’s day of reckoning has been postponed for at least a week. While Federal Reserve Chair Jerome Powell’s speech at the central bank’s annual meeting in Jackson Hole... [Continue Reading]
TIFIN Founder and CEO Vinay Nair in Financial Times
August 30, 2022 - Claims bots assemble Plus, St James’s Place joins the 21st century with its first mobile app and a 20-year-old meme stock winner For this week, insurance correspondent Ian Smith takes a look at the chat bots that are increasingly handling... [Continue Reading]
Thornburg Investment Management CEO Jason Brady on CNBC ‘Squawk Box’
August 30, 2022 - The market needs Fed credibility, says Thornburg Investment’s Jason Brady Jason Brady, president and CEO of Thornburg Investment Management, joins CNBC’s ‘Squawk Box’ to discuss investment strategies amid expected economic tightening from the Federal Reserve. Watch Jason here.... [Continue Reading]
EquityZen Founder and Chief Strategy Officer Phil Haslett on Fox Business ‘The Claman Countdown’
August 30, 2022 - ‘Zombie stocks’ exacerbating the IPO drought: New Construct CEO New Construct CEO David Trainer and EquityZen co-founder Phil Haslett on discuss what’s cooling the IPO market on ‘The Claman Countdown.’ Watch Phil here.... [Continue Reading]
Byline by CTM Insights Managing Partner Lou Steinberg in Directors & Boards
August 30, 2022 - Five Questions Every Board Should Ask Their CISO Preventing cybersecurity incidents means knowing how the company manages risks and protects sensitive data. Not all board members have cybersecurity expertise, but all can play a vital role in protecting their company’s... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler in Bloomberg News
August 29, 2022 - Just as Wall Street Piles In, Tech Stocks Face Fresh Rates Storm Jerome Powell’s latest hawkish missive threatens to open up a new front in the ever-raging battle between tech stocks and Treasury yields — potentially hurting money managers who’ve... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel in Insider
August 29, 2022 - Record prices, dwindling supplies, drought, and policy have sparked a perfect storm for European energy markets with ‘no end in sight’ It’s not just Russia’s weaponization of energy that’s hurting European markets. A perfect storm has hit the continent... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty in Bloomberg News
August 26, 2022 - Wall Street Reacts to Powell: ‘Very Clear Pushback’ on 2023 Fed Pivot Federal Reserve Chair Jerome Powell’s message to investors was short and blunt: The central bank will likely keep raising interest rates and leave them elevated for some time to... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer in Reuters
August 26, 2022 - Germany leads European shares lower on sentiment survey, Powell speech Aug 26 (Reuters) – European shares tumbled on Friday, with Germany in the lead as investors fretted over downbeat consumer sentiment data in the continent’s biggest economy, while a reiterated... [Continue Reading]
ETF Managers Group Director Stephen Gardner on Yahoo Finance
August 26, 2022 - Why Gamr ETF is making a ‘concentrated bet’ on the video game tech industry: Investor ETF Managers Group Director Stephen Gardner joins Yahoo Finance Live to detail the gaming thematic ETF and why many analysts see the video game... [Continue Reading]
Thornburg Investment Management Portfolio Manager Matt Burdett in Barron’s
August 25, 2022 - This Income-Focused Money Manager Sees Bargains in Europe. ‘Mass Fear Is an Opportunity.’ Gloom has descended on Europe. The United Kingdom’s inflation rate has hit double digits, and Germany’s is getting close. The euro is flagging, recently dipping below parity... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel on CNBC ‘Squawk Box’
August 25, 2022 - Significant energy demand from China will send oil prices higher, says Tortoise’s Rob Thummel Rob Thummel, Tortoise portfolio manager, joins CNBC’s ‘Squawk Box’ to discuss why he believes oil prices will continue to climb higher into 2023. Watch Rob here.... [Continue Reading]
CTM Insights Managing Partner Lou Steinberg in Protocol
August 23, 2022 - A ‘nightmare scenario’: Data-tampering attacks are hard to detect, with devastating consequences Attacks involving manipulation of data could pose an even more severe threat than data theft or ransomware in some cases, but are not top of mind for most... [Continue Reading]
ETF Managers Group Director Stephen Gardner on TD Ameritrade Network
August 23, 2022 - GERM ETF: How Biotech Can Combat Rising Monkeypox Cases The GERM ETF has holdings such as Moderna (MRNA), Quest Diagnostics (DGX), Siga Technologies (SIGA), and Biontech (BNTX). Stephen Gardner examines the GERM ETF. He also talks about how the White... [Continue Reading]
Tortoise Portfolio Manager James Mick in Reuters
August 19, 2022 - U.S. oil refiners, pipeline companies expect strong demand for rest of 2022 NEW YORK, Aug 9 (Reuters) – U.S. oil refiners and pipeline operators expect energy consumption to be strong for the second half of 2022, even though analysts and... [Continue Reading]
TOGGLE CEO and Co-Founder Jan Szilagyi in Business Insider
August 18, 2022 - July retail sales is the next big economic data point. A beat could calm recession fears but hurt stocks as the Fed pushes forward on its hawkish path. US retail sales will be the next major data pit stop... [Continue Reading]
Thornburg Investment Management Portfolio Manager Christian Hoffmann in Business Insider
August 18, 2022 - The stock market’s fear gauge is sinking to 4-month lows as risk appetite grows after inflation cooled in July A cooldown in consumer price inflation in July ignited risk appetite among stock investors Wednesday, driving down the market’s so-called... [Continue Reading]
GenTrust Head of Asset Allocation Matt Kishlansky on Yahoo Finance
August 17, 2022 - Investors need to decide whether the stock or bond market is ‘their guardian angel’: Strategist EPFR Director of Research Cameron Brandt and GenTrust Head of Asset Allocation Matt Kishlansky join Yahoo Finance Live to discuss the latest Fed minutes... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel in CNN Business
August 17, 2022 - US natural gas prices spike to 14-year high. Here’s why New York (CNN Business) US natural gas prices have skyrocketed to levels unseen since 2008, a spike that threatens to offset the benefits of falling prices at the gas pump. Natural... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler in The Wall Street Journal
August 15, 2022 - Market Rebound Draws Wary Eye From Some Investors Much of what has risen is precisely what led the market lower in the first half of the year Stocks reached another milestone in their comeback last week, with the Nasdaq Composite rising... [Continue Reading]
IPZ Newsletter | Cliff Omoruyi Partners With 16 Handles… Alex Touche Earns First TOTW
August 11, 2022 - Rutgers Star Cliff Omoruyi Partners With 16 Handles | 800+ Pairs Of Shoes Donated To Shoe Drive Organized By Cliff Omoruyi | Alex Touche Earns First Career Team of the Week Nomination... [Continue Reading]