Latest News
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]
Thornburg’s Ben Kirby on Yahoo Finance
October 22, 2019 - What’s next for the market if the economy is late cycle - Markets are in the green due to optimism for upcoming earnings and a pause in the U.S.-China trade conflict. Yahoo Finance’s Jen Rogers and Heidi Chung discuss with... [Continue Reading]
GenTrust’s Olivier Sarfati quoted in The Wall Street Journal
October 22, 2019 - U.S. Stocks Climb to Start a Busy Week of Earnings Earnings generally have beaten analysts’ expectations, despite the slowing global economy U.S. stocks inched higher Monday to start a busy week of corporate earnings, while investors continued to track developments... [Continue Reading]
Tortoise’s Teal Energy Deal in AdvisorPerspectives
October 21, 2019 - The Teal Energy Deal: The Fastest And Least Expensive Way To Reduce Global Carbon Emissions Imperative to reduce global CO2 emissions Energy demand growing through electrification Source of energy supply shifting to low-carbon fossil fuels and renewables Transition to cleaner... [Continue Reading]
Nancy Tengler on CNBC
October 17, 2019 - Top staples stocks are having their best year in decades, but valuations may be 'stretched' - Todd Gordon, founder of TradingAnalysis.com, and Nancy Tengler, chief investment strategist at Tengler Wealth Management, talk the consumer staples space with CNBC's Mike Santoli.... [Continue Reading]
Tortoise’s Nick Holmes in Bloomberg
October 17, 2019 - Crude Rallies as Draw in U.S. Fuel Stocks Outweighs Crude Build Domestic oil inventories expand by the most in five months Futures move into positive territory hours after report Oil turned positive hours after a U.S. government report showed large... [Continue Reading]
ETFMG MJ’s Jason Wilson in The Globe and Mail
October 17, 2019 - How to lose half your money: Buy Canada’s pioneering pot ETF on legalization day The day Canada legalized marijuana, the Horizons Marijuana Life Sciences Index ETF was the world’s first and largest investment fund in cannabis stocks. Exactly one year... [Continue Reading]
Thornburg Investment Management’s Lon Erickson in Advisor Perspectives
October 16, 2019 - A Top Bond Manager Explains His Bottom-up Approach Lon Erickson, CFA, is a portfolio manager and managing director for Thornburg Investment Management. He joined Thornburg in 2008 and was made portfolio manager and managing director in 2010. Tell me about... [Continue Reading]
Cento Amici Annual Dinner & Auction featured in NJBiz
October 15, 2019 - Cento Amici welcomes NJ real estate leaders as newest members Medal of Honor recipient Staff Sgt. David Bellavia added along with Jack Morris, Joe Marino The nation’s newest Medal of Honor recipient, Staff Sgt. David Bellavia, and New Jersey real... [Continue Reading]
Bryce Doty in The Wall Street Journal
October 14, 2019 - Bond Investors Worry This Is as Good as It Gets Yields near record lows while signs of rising recession risk create a dilemma This year’s global debt rally has left some investors wondering if the biggest gains are in the... [Continue Reading]
Nancy Tengler’s USA Today column
October 14, 2019 - Many women didn’t pick their financial advisers. But they can fire them when this happens. Most women, sooner rather than later, will end up alone. Sorry, but this is just a sad fact of life. Many of us, consequently, will... [Continue Reading]
Ken Mahoney on Fox Business
October 11, 2019 - Making money in a volatile market - Mahoney Asset Management CEO Ken Mahoney discusses market outlooks amid volatility, trade talks, and Fed rates cuts.... [Continue Reading]
Kalafer speaks on the GM-UAW strike on Fox Business
October 11, 2019 - How GM strike is impacting one of the largest car dealers in the northeast - Flemington Car and Truck Country chairman Steve Kalafer speaks on the GM-UAW strike.... [Continue Reading]
Zacks Podcast featuring IPAY and IFLY
October 10, 2019 - ETFs to Invest in Mobile Payments and Drone Economy (0:50) – ETFMG Prime Mobile Payments ETF: IPAY (7:05) – ETFMG Drone Economy Strategy ETF: IFLY (14:40) – How Can Thematic ETFs Benefit An Investors Portfolio? (17:10)... [Continue Reading]