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Tortoise’s Rob Thummel in Bloomberg
December 04, 2019 - Oil Erases Some Gains as Iraqis Curb Demand For Deeper OPEC Cuts Futures initially moved higher on surprise U.S. inventory draw Crude is up 11% from early October low on trade-deal optimism Oil surrendered some gains after Iraq backed away... [Continue Reading]
Nancy Tengler on CNBC
December 04, 2019 - Trump knows trade war's starting to hurt economy: CIO - Paul Christopher, head of market strategy for Wells Fargo Investment Institute, and Nancy Tengler, ButcherJoseph's chief investment officer, join "Squawk Alley" to discuss the markets and how trade could be... [Continue Reading]
ETFMG Market Segment Expert in Bond Buyer
December 04, 2019 - Will data force Fed to discuss more cuts? Wednesday brought more bad news for the economy, with downside surprises in the ADP employment number and the Institute for Supply Management’s non-manufacturing index. If Friday’s employment report also missed forecasts, another... [Continue Reading]
ETFMG in Bloomberg.com
December 03, 2019 - In Zero-Fee Era, Wrestlers and Astronauts Help Funds Fight Back ETF issuers need to stand out in market ruled by three firms Tactics include advertising gimmicks, and taking to Twitter Smaller asset managers are getting creative as they look to... [Continue Reading]
GenTrust’s Jim Besaw in Financial Advisor
December 02, 2019 - RIAs Give No-Load Annuities Another Look Tom Meyer can hardly believe what he’s saying. “I’ve been anti-annuities for 36 of the past 37 years, but there are new products that are worth considering,” he says. Meyer is CEO of Meyer... [Continue Reading]
ETFMG Market Segment Expert in Forbes
December 02, 2019 - FDA Warning Letters Highlight CBD Industry’s Wild West Attitude The Food and Drug Administration on Monday issued warning letters to 15 companies for illegally selling products containing Cannabidiol (CBD) in ways that violate the Federal Food, Drug, and Cosmetic Act.... [Continue Reading]
Nitin Sacheti on TD Ameritrade
November 29, 2019 - Nitin Sacheti Short On The RealReal - on The Watch List with Nicole Petallides offers investors a midday look at the most relevant stocks, sectors and commodities. Petallides hosts a panel of experts ranging from industry-leading CEOs, analysts and Wall... [Continue Reading]
Thornburg’s Jason Brady on CNBC’s The Exchange
November 29, 2019 - Market experts on why they’re recommending oil and gas companies - Charles Bobrinskoy, Ariel Investments, and Jason Brady, Thornburg Investment Management, join ‘The Exchange’ to discuss the concerns weighing on the markets.... [Continue Reading]
CMS Technology in ROI-NJ
November 27, 2019 - Food-borne illness outbreaks: How Bridgewater-based CMS is becoming prevention leader When the news of the latest E. coli outbreak came out earlier this month, John Meccia’s first thought wasn’t to run to the fridge to see if the bag of... [Continue Reading]
Horizon’s Kevin Conlin in ROI-NJ
November 26, 2019 - For Horizon, change in corporate form will let it modernize, invest in new technologies Horizon Blue Cross Blue Shield of New Jersey is the state’s largest health insurer. In a move that will dramatically change the corporate status and corporate... [Continue Reading]
Nancy Tengler in USA Today
November 22, 2019 - If you don’t know the lingo, ask your financial adviser for clarity The Boston Consulting Group revealed in a 2009 article entitled “Women Want More” (in Financial Services) that of all the industries that affect their daily lives, women around... [Continue Reading]
ETFMG Market Segment Expert in Investor’s Business Daily
November 22, 2019 - Now Finding An ESG ETF Or Mutual Fund Is Easier Than Ever Investing to bring about positive change on issues like climate change, gun control and gender diversity at work is moving into the mainstream in the mutual fund and... [Continue Reading]
Heavyweights on the court…in the cage…and on the screen
November 22, 2019 - Alexey Oleynik Announces Next UFC Opponent & Expands Partnership with Sponsor ETFMG | Chris Silva Captures Attention in NBA Action | Oleg Prudius Stars in Graham Watches Promo Video | UFC Fighter Andrei Arlovski Signs with IPZ... [Continue Reading]
Bryce Doty in Bond Buyer
November 21, 2019 - FOMC minutes: Downside risks justified cut, then hold Potential downside risks from “global developments” persuaded most members of the Federal Open Market Committee to vote to cut the benchmark interest rate in October, and then to hold it. “A couple”... [Continue Reading]
ETFMJ’s Jason Wilson in MarketWatch
November 21, 2019 - Cannabis stocks soar across the board as historic House vote lures investors back to battered sector Vote is just the first step in what is likely to be a lengthy process, according to partner in cannabis ETF MJ Cannabis stocks... [Continue Reading]
Tortoise’s Matt Sallee in Bloomberg
November 21, 2019 - Oil surges as key U.S. storage hub shows big draw Oil jumped the most since the first of the month as American crude stockpiles at a key storage hub shrank by the most since August. Futures rose 3.4% in New... [Continue Reading]
Tortoise’s Rob Thummel on Bloomberg Surveillance
November 21, 2019 - Global Economic Growth Will Drive Oil Price, Says Thummel - Rob Thummel, Tortoise Capital Advisors Senior Energy Portfolio Manager, discusses where he sees the oil price going in 2020 on 'Bloomberg Surveillance.' (Source: Bloomberg)... [Continue Reading]
Nancy Tengler on CNBC
November 21, 2019 - Why investing pro says Disney's a better long-term bet than Netflix - Mark Newton of Newton Advisors and Nancy Tengler of Laffer Tengler Investments discuss whether Netflix is a good buy with CNBC's Mike Santoli. ... [Continue Reading]
ETFMJ’s Jason Wilson
November 14, 2019 - A Blunt Assessment: Marijuana Has Smoked a Lot of Investors Enthusiasm over falling legal bars led to business overexpansion and overoptimistic investing. But prospects long-term are, yes, high. “Legalize it/And don’t criticize it.” The mellow fans of Peter Tosh’s prophetic... [Continue Reading]
GenTrust’s Hugh Nickola in Bond Buyer
November 14, 2019 - What’s the Fed’s next move? While Federal Reserve Chair Jerome Powell stuck to the script in prepared remarks, the most telling part of his appearance before the Joint Economic Committee was when he refused to commit to the fed funds... [Continue Reading]
Nancy Tengler in the Wall Street Journal
November 13, 2019 - Dow Industrials End Session Unchanged The index last ended flat on April 24, 2014, and was last unchanged on the trading day after a record close on Jan. 18, 1994 The Dow Jones Industrial Average closed unchanged for the first... [Continue Reading]
Tortoise’s James Mick in MarketWatch
November 12, 2019 - Chesapeake stock falls to lowest price in 25 years as ‘going concern’ warning weighs Natural-gas producer may be ‘too big to fail,’ according to one analyst Chesapeake Energy Corp. shares took another dive Tuesday, pushing them well below $1 to... [Continue Reading]
Nancy Tengler in the Financial Times
November 12, 2019 - US companies stay cautious on spending under strain of trade war Executives signal further pullback in capital expenditure for fourth quarter The chill in spending on new factories and equipment by big US companies appears to have persisted through the... [Continue Reading]
Nancy Tengler on CNBC
November 12, 2019 - Nancy Tengler picks Walmart as Last Chance Trade - Nancy Tengler of Tengler Wealth Management breaks down why she chose Walmart as her last chance trade on CNBC’s “Closing Bell.”... [Continue Reading]
Medal of Honor Recipient Jacobs on the Benefit of Hiring Veterans
November 11, 2019 - Medal of Honor recipient Jacobs on hiring veterans: ‘We’ve got to convince employers that this isn’t charity. These are the best people you can find anywhere’ Retired Army Col. Jack Jacobs is used to being lauded by strangers wherever he... [Continue Reading]
GenTrust’s Jim Besaw quoted in U.S. News & World Report
November 08, 2019 - 8 Facts to Know About No-Commission Trades Popular brokerages are now offering commission-free online trading for U.S. stocks and ETFs. More firms are announcing free trade options. Major brokerages such as Interactive Brokers, Charles Schwab and E-Trade, among others, recently... [Continue Reading]
Nancy Tengler on CNBC
November 08, 2019 - Industrials rally could continue, says investing pro - Katie Stockton of Fairlead Strategies and Nancy Tengler of Tengler Wealth Management discuss the industrial stocks that are rallying on a possible phase one trade deal between the U.S.-China being reached with... [Continue Reading]
GenTrust’s Zulay Hunter in Barron’s
November 07, 2019 - SEC Pitches Huge Ad Rule Overhaul Wealth management pros are welcoming the SEC’s proposed new rule for financial advisor advertising, which will allow advisors to use testimonials, endorsements and third-party ratings to woo clients, as long as they meet certain... [Continue Reading]
EquityZen in Financial Times
November 07, 2019 - Investors seek to cash in on Airbnb Group valued at up to $42bn by those seeking indirect stakes ahead of planned IPO Airbnb is being valued at up to $42bn by investors trying to buy indirect stakes ahead of the... [Continue Reading]
Tortoise’s Rob Thummel in Bloomberg
November 06, 2019 - Oil Falls as OPEC Delegates Not Pushing For Deeper Output Cuts Coalition leaning toward pressing for better compliance Trump, Xi meeting to sign deal could be delayed to December Oil fell after a report that the biggest producers in OPEC+... [Continue Reading]
EquityZen’s Brianne Lynch on Yahoo Finance
November 06, 2019 - Softbank reports loss led by WeWork, causing investors to give more 'scrutiny' to companies - Softbank is in the hot seat after reporting its first loss in nearly 14 years. Brianne Lynch, Senior Business Development Associate at EquityZen, joins Yahoo... [Continue Reading]
GenTrust’s Jim Besaw in The Wall Street Journal
November 04, 2019 - U.S. Stocks Outpacing the Rest of the World Steady consumer spending, strength in the labor market keep supporting U.S. stocks despite fears of a recession Global stocks are lagging behind U.S. shares, illustrating how investors’ faith in the domestic economy... [Continue Reading]
Financial Advisor Magazine covers Laffer|Tengler Investments
November 04, 2019 - North Carolina-based firm acquires $600M RIA founded by Arthur Laffer Mr. Laffer was the creator of the Laffer Curve, which was popularized in the 1970s ButcherJoseph Financial Holdings, an affiliate of the Charlotte, N.C.-based investment banking firm ButcherJoseph & Co.,... [Continue Reading]
Nancy Tengler on CNBC
October 31, 2019 - Apple is committed to services for the long haul: CNET executive editor - Roger Cheng, CNET executive editor, and Nancy Tengler, Tengler Wealth Management, join 'The Exchange' to discuss what's in store for Apple's future after the company announced earnings... [Continue Reading]
Thornburg’s Jason Brady on CNBC
October 31, 2019 - Both China and US are impacted by declining trade, unclear who yells uncle first: Thornburg CEO - Jason Brady, Thornburg Investment Management, and Jason Trennert, Strategas Research Partners, join ‘The Exchange’ to discuss the state of the market and the... [Continue Reading]
Tortoise’s Brian Kessens in Bloomberg
October 30, 2019 - Oil Falls After Bigger-Than-Expected U.S. Crude Stockpile Build Inventories at key U.S. storage hub rose for fourth week APEC summit cancellation casts doubt on U.S.-China trade deal Oil fell after a U.S. government report showed a bigger-than-expected build in domestic... [Continue Reading]
ETFMG’s Sam Masucci talks about IPAY on Yahoo Finance
October 29, 2019 - How this ETF targets the mobile payments industry - IPAY is the first, and only, ETF to invest in pure play mobile payments companies. Sam Masucci, CEO of ETF Managers Group, joins Akiko Fujita on The Ticker to discuss growth... [Continue Reading]
EquityZen’s Phil Haslett on BloombergTV
October 29, 2019 - Beyond Meat Shares Slide as Lockup Expires, Analysts Cut Price Targets - Phil Haslett, co-founder and chief revenue officer at EquityZen, discusses the expiration of a shareholder lockup for Beyond Meat Inc. in the wake of third-quarter results. He speaks... [Continue Reading]
Thornburg’s Charlie Wilson in CIO magazine
October 29, 2019 - Why Frontier Markets Hold Promise, with an Asterisk Political unrest still can upend otherwise impressive growth in places like Kenya and Sri Lanka. Far-away places with strange-sounding names, many you barely know. That embodies frontier markets, the little brothers and... [Continue Reading]
Beazley in Reuters
October 25, 2019 - Global insurers face quiet strain from hacker ransom demands Global insurers that cover cyberattacks are facing more claims related to ransom-demanding hackers who cripple businesses’ technology systems, and only stop after receiving substantial payments. Read more here: https://www.reuters.com/article/us-usa-ransomware-insurance/global-insurers-face-quiet-strain-from-hacker-ransom-demands-idUSKBN1X41E3... [Continue Reading]
Beazley in The Wall Street Journal
October 25, 2019 - Cities Warned Not to Rely on Cyber Insurance Alone Insurers won’t cover claims if municipalities don’t take basic cybersecurity precautions, association says Cities and towns across the U.S. are taking out cyber insurance or considering it, but experts warn that... [Continue Reading]
Bryce Doty in Bond Buyer
October 24, 2019 - Concerns remain as latest repo operation brings in $50B New questions about the short-term market arose as the latest repurchase agreement operation (repo) from the Federal Reserve Bank of New York intervened in the market Wednesday, accepting $49.854 billion in... [Continue Reading]
Bryce Doty on CNBC
October 24, 2019 - Economy doesn't need more Fed stimulus, Sit Investment's Doty says - Bryce Doty, SIT Fixed Income Advisors, and Art Hogan, National Securities, joins 'The Exchange' to discuss the state of the markets during this earnings season and what should be... [Continue Reading]
Barron’s highlights Thornburg Investment Management’s Developing World Fund
October 24, 2019 - How an Emerging Market Fund Handles Volatility to Come Out Ahead Training as an earthquake seismologist “dovetails quite nicely” with managing investments, according to Charlie Wilson, portfolio co-manager of the Thornburg Developing World fund. Financial markets and earth sciences have... [Continue Reading]
Tortoise’s Kevin Birzer in S&P Global
October 24, 2019 - Old-school oil and gas investor has plans for a greener future Tortoise, long a big oil and gas midstream investor, says that the quickest way to start decarbonizing the world is coal-to-gas fuel switching. The investment company is hedging its... [Continue Reading]
Tortoise’s Matt Sallee in Bloomberg
October 23, 2019 - Oil Rallies After Surprise Decline in U.S. Crude Stockpiles American oil inventories fell by 1.7 million barrels last week U.S. gasoline demand hits 28-year high on a seasonal basis Oil spiked above $55 a barrel for the first time in... [Continue Reading]
ETFMG’s Robert Siciliano in U.S. News & World Report
October 23, 2019 - When to Share Your Credit Card Security Code Closely guard these digits unless a business you trust needs them to complete a purchase you initiate. Have you ever felt uneasy when someone on the phone asked for your credit card... [Continue Reading]
Nancy Tengler in USA Today
October 22, 2019 - If you’re saving for retirement, remember this: It’s really just 20 years of unemployment A happy, healthy retirement is most everyone’s dream. We imagine lazy mornings over a cup of coffee and a good book, days relaxing on a tropical... [Continue Reading]