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Laffer Tengler Investments Chief Investment Officer Nancy Tengler on CNBC Trading Nation

September 16, 2021 - Trader flags warning sign in chart of natural gas prices Matt Maley of Miller Tabak and Nancy Tengler of Laffer Tengler Investments track the moves in energy prices with CNBC’s Frank Holland. Watch the clip here.... [Continue Reading]

Member of GenTrust’s Advisor Team Mimi Duff on CNBC Squawk Box

September 16, 2021 - We will see overall CPI hit 6% or higher, causing pullback: Investor CNBC’s “Squawk Box” team discusses markets and investment strategies with Mimi Duff of GenTrust and Greg Branch of Veritas Financial. Watch the clip here.... [Continue Reading]

TortoiseEcofin Senior Portfolio Manager Matt Sallee in Bloomberg News

September 15, 2021 - Oil Surges With Depleting U.S. Inventory Signaling Tight Supply Oil jumped amid indications of a rapidly tightening market after a U.S. government report showed a bigger-than-expected decline in crude stockpiles. U.S. crude futures advanced as much as 3.8% in New... [Continue Reading]

GenTrust Principal George Perez in Barron’s Advisor Podcast

September 15, 2021 - Going the Extra Mile for Wealthy Clients Sometimes high-touch service means helping clients buy a Kentucky Derby-caliber racehorse, says GenTrust co-founder George Perez. Listen here.... [Continue Reading]

EquityZen Senior Business Development Associate Brianne Lynch in RIA Intel

September 14, 2021 - Where Advisors Are Turning to Manage Concentrated Holdings and Invest in Pre-IPO Companies These platforms may be quite handy during a booming bull market. The S&P 500 Index — which has roughly doubled in value since the start of 2017... [Continue Reading]

TortoiseEcofin Portfolio Manager Rob Thummel in CNBC

September 14, 2021 - Europe’s gas shortage could make the whole world pay more to get warm this winter Natural gas prices have surged more than 35% in the past month, as worries grow there is not enough gas stored up for the winter should... [Continue Reading]

ETF Managers Group Cannabis Research and Banking Expert Jason Wilson on W420 Radio Network

September 13, 2021 - S3.E21. Cannabis ETF Funds. Hemp Feed Cattle. Pre-Rolled Joint Technology. Know the Tax Laws! ETF Funds for Cannabis Investing Jason Wilson brings his 20+ years of experience in asset management to ETFMG, a one-stop-shop for cannabis investing. It provides investors exposure... [Continue Reading]

Helping the FDNY

September 10, 2021 - Never forget: For some, it has been a mission for 20 years After his picture-perfect morning in Atlantic City came to a shocking end with images on his hotel TV of planes hitting buildings … after his race up the... [Continue Reading]

ETF Managers Group Bond Market Expert Bryce Doty on CNBC The Exchange

September 10, 2021 - Sit Investment’s Bryce Doty on why investors should become ‘passive aggressive’ Bryce Doty, Sit Investment Associates senior portfolio manager, discusses how investors can hedge portfolios against potential volatility in markets. Watch the clip here.... [Continue Reading]

Nj.com Reveals how Secaucus Company Artistic Tile Sues Valley Bank Over Fake Checks Totaling $5 Million

September 09, 2021 - Fraudsters stole $5M with bad checks, company claims in suit against Valley Bank A Secaucus company sued Valley Bank, claiming the New Jersey financial institution allowed fraudsters to pass fake checks against the company’s checking account to the tune of... [Continue Reading]

TortoiseEcofin Portfolio Manager Rob Thummel in Bloomberg News

September 09, 2021 - Oil Resumes Slump as China Intervenes in Oil Markets Oil backtracked as investors returned their focus to China’s decision to open its strategic crude reserves, signaling it would not shy away from intervening in markets to lower domestic prices. Futures... [Continue Reading]

Chief Investment Officer of Laffer Tengler Investments Nancy Tengler on CNN Markets Now

September 08, 2021 - FULL SHOW 09/08/2021: Wall Street is getting worried ADP’s Nela Richardson on what disappointing August job numbers signal for the recovery. Plus, Masterworks Founder & CEO Scott Lynn on the democratization of the $1.7 trillion art market. And Laffer Tengler’s... [Continue Reading]

PS&S Executive Vice President Ted Osborne in ROI-NJ

September 08, 2021 - Flight plan: Warren engineering firm enjoying work on revolutionary aerial transportation systems If flying taxis do take off — it’s going to be a local engineering firm helping in the initial liftoff. PS&S Architecture and Engineering P.C. is focusing heavily... [Continue Reading]

Thornburg Investment Management President and CEO Jason Brady on Bloomberg Markets: The Close

September 08, 2021 - Bloomberg Markets: The Close (09/07/2021) September 7th, 2021, 8:34 PM EDT Romaine Bostick, Taylor Riggs & Sonali Basak bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street... [Continue Reading]

Chief Investment Officer of Laffer Tengler Investments Nancy Tengler on CNBC Trading Nation

September 07, 2021 - As Match Group prepares to join S&P 500, two traders share what’s next for the stock Todd Gordon of Inside Edge Capital Management and Nancy Tengler of Laffer Tengler Investments lay out what’s in store for dating stock Match Group,... [Continue Reading]

GenTrust Chief Investment Officer Jim Besaw in InvestmentNews

September 07, 2021 - How the advisory industry has been preparing for the next 9/11 event In the two decades since 9/11, the financial industry has been preparing for the next terrorist attack, in whatever form it might take. In observance of the 20th anniversary... [Continue Reading]

Zito Partners Founder Rob Zito and GenTrust Chief Investment Officer Jim Besaw in The Wall Street Journal

September 07, 2021 - After the 9/11 Attacks, Wall Street Bolstered Its Defenses While advances in technology have changed markets radically, some now worry cyberattacks pose a leading threat to trading operations The nearly weeklong stock-market shutdown that followed the Sept. 11 attacks seems... [Continue Reading]

ETF Managers Group Bond Market Expert Bryce Doty in The Bond Buyer

September 07, 2021 - Supply/demand imbalance hangs over market The municipal market was little changed on Friday as a disappointing August jobs number punctuated an otherwise lackluster day of light trading activity ahead of the Labor Day holiday. Trading fell to a trickle at... [Continue Reading]

ETF Managers Group Shipping Industry Expert John Kartsonas in Kiplinger

September 07, 2021 - 4 Shipping Stocks That Could Sail Higher Amid global supply chain disruptions and surging freight costs, shipping stocks look attractive right now. Here are four names to watch. While normally floating along behind the scenes, marine shipping stocks have percolated... [Continue Reading]

Civilized Worldwide Inc. in Benzinga

September 03, 2021 - Tumblr Has Launched A Dedicated Cannabis Blog, And It’s Awesome Tumblr and Civilized Worldwide Inc. have gone live with the cannabis.tumblr.com blog, positioned as the new home of cannabis, hemp and CBD on Tumblr. In addition, Tumblr will welcome legal category advertisers, bringing U.S. consumers and brands... [Continue Reading]

GenTrust Chief Operating Officer Zulay Labra in Barron’s Advisor

September 03, 2021 - Hurricane Season is in Full Swing. It’s Not Too Late for Advisors to Make an Emergency Plan As millions of Americans scramble to deal with devastation and flooding wrought by Hurricane Ida, financial advisors are facing additional tasks: how to... [Continue Reading]

TIFIN in Wealthmanagement.com

September 03, 2021 - The Evolution of Risk Evaluation As risk evaluation becomes more deeply entrenched in wealth management, advisors face critical questions about economics and psychology. The study of risk in financial services has been a “modern” concept for decades, and it has... [Continue Reading]

Laffer Tengler Investments Chief Investment Officer Nancy Tengler on TD Ameritrade Network

September 02, 2021 - Acceleration In Digital Economy Growth: Assessing Market Valuation Measures Growth in the digital economy is accelerating; it is now the fourth largest industry as a share of total GDP at 10.6%, says Nancy Tengler, Chief Investment Officer at Laffer Tengler... [Continue Reading]

TortoiseEcofin Senior Portfolio Manager Quinn Kiley in Bloomberg News

September 01, 2021 - Oil Inches Up as Petroleum Report and OPEC+ Unity Calms Market U.S. crude futures closed modestly higher after OPEC+’s relatively harmonious decision to gradually raise supply and a bullish U.S. oil inventory report. Futures erased intraday losses to climb 0.1%... [Continue Reading]

Founder and President of ETF Manager Group’s GAMR ETF index provider, Ted Pollack, in The Wall Street Journal

August 30, 2021 - GameStop Stock Rally Passes by Some Previous Winners A number of exchange-traded funds that benefited from the early-year surge in meme stocks have since backed away Many exchange-traded funds that scored big on the meme-stock craze earlier this year are... [Continue Reading]

Volta in Barron’s as Tortoise Acquisition Corp. III Sponsors SPAC

August 27, 2021 - EV Charging Firm Volta Is Going Public But Raising Less Money Than Expected Electric-vehicle charging firm Volta Industries is set to debut on the New York Stock Exchange Friday, after closing a merger with a special purpose acquisition company, or SPAC, on Thursday.... [Continue Reading]

Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer on Yahoo Finance

August 26, 2021 - “I do think [the Fed is] worried about asset bubbles, I do think they’re worried about the frothiness, and I think it’s the right question to be asking: Should they be pulling back?” Thornburg’s Jeff Klingelhofer says. “And at this... [Continue Reading]

TortoiseEcofin Managing Director Brian Kessens in Bloomberg News

August 25, 2021 - Oil Gains as Crude and Fuel Demand Withstands Latest Viral Wave Oil rose for a third session after a U.S. government report showed that crude and gasoline inventories fell despite fears that the delta variant’s spread would sap demand. Futures... [Continue Reading]

CEO of GRASS QOZF Don Harmer in Jimmy Atkinson’s OpportunityDb Podcast

August 25, 2021 - The OZ Fund With A $1,000 Minimum, with Don Harmer How can non-accredited investors with smaller capital gains participate in Opportunity Zone investing? Don Harmer is the president and CEO of the GRASS QOZF. GRASS is focused on Lyon County,... [Continue Reading]

Chief Investment Officer of Laffer Tengler Investments Nancy Tengler on CNBC Closing Bell

August 25, 2021 - Markets breathe a sigh of relief over delta Nancy Tengler from Laffer Tengler Investments and Mike Santoli from CNBC Business News join Closing Bell to discuss today’s markets and what to expect ahead of the close and through the rest... [Continue Reading]

TIFIN in WealthManagement.com

August 24, 2021 - TIFIN Makes Second Media Acquisition, Adding StockNews.com The startup incubator and collaboration hub is spending $100 million to reshape the consumer financial media newsletter landscape. TIFIN announced on Tuesday the second acquisition in its $100 million campaign to reshape the consumer financial... [Continue Reading]

TIFIN In ETF Trends

August 24, 2021 - ETF Industry Vet Sharon French Joins Fintech Platform, TIFIN In a move that underscores the increasing importance of distribution in the ETF industry, financial industry veteran Sharon French recently joined emerging ETF and mutual fund platform TIFIN. TIFIN is a fintech... [Continue Reading]

ETF Managers Group Bond Market Expert Bryce Doty on Bloomberg Markets: The Close

August 23, 2021 - Click here to see Bryce Doty, Bond Market Expert at ETF Managers Group, discusses the upcoming Jackson Hole meeting and how inflation is continuing to rise on Bloomberg Markets: The Close. His interview starts at 50:06.... [Continue Reading]

ETF Managers Group Bond Market Expert Bryce Doty on Maria Bartiromo’s Wall Street- Fox Business

August 23, 2021 - Click here to see ETF Managers Group Bond Market Expert Bryce Doty on Maria Bartiromo’s Wall Street on Fox Business as he shares his thoughts on what he expects to hear from the Federal Reserve at the Jackson Hole meeting.... [Continue Reading]

ETF Managers Group Shipping Industry Expert John Kartsonas on Yahoo Finance

August 23, 2021 - Port congestion in China is ‘getting worse by the day’: Breakwave Advisors Founder Breakwave Advisors Founder and Managing Partner John Kartsonas breaks down how Chinese port congestion is impacting the United States. Watch the clip here.... [Continue Reading]

Thornburg Investment Management President and CEO on CNBC The Exchange

August 23, 2021 - What’s driving markets? Jason Brady, president and CEO of Thornburg Investment Management, joins The Exchange to discuss a potential Fed taper and it’s effect on the markets. Watch the clip here.... [Continue Reading]

Chief Investment Officer of Laffer Tengler Investments Nancy Tengler on Fox Business

August 23, 2021 - Experts weigh in on market concerns amid Afghanistan conflict Aug. 20, 2021 – 6:19 – Jim Awad, Nancy Tengler and Erin Gibbs weigh in on Biden’s exit strategy from Afghanistan and the impact this could have on the market on... [Continue Reading]

GenTrust Wealth Management Advisor Mimi Duff on Bloomberg Markets: The Close

August 23, 2021 - Mimi Duff, Wealth Management Advisor, at GenTrust, joined Bloomberg TV The Close on August 19, 2021. She shares thoughts on why inflation will increase and says the Fed tapering won’t disrupt the markets. Watch the clip here.... [Continue Reading]

Thornburg Investment Management Portfolio Manager Sean Sun in The Wall Street Journal

August 23, 2021 - Stocks Recover as Dow Hits New Record   Data showing slowdown in Chinese growth had dragged down share benchmarks in morning trading U.S. stocks finished mostly higher Monday and oil prices fell after data showed a slowdown in China’s economy.... [Continue Reading]

TortoiseEcofin President Matthew Sallee in Bloomberg News

August 23, 2021 - Crude Drops to Three-Month Low After U.S. Fuel Demand Falls Crude in New York dropped to the lowest since May after a surprise increase in U.S. gasoline inventories signaled fuel demand is under threat with the delta variant menacing the... [Continue Reading]

TortoiseEcofin Managing Director Brian Kessens in Bloomberg News

August 23, 2021 - Oil Gains as Weaker Dollar Offsets Disappointing Stockpile Draw Oil rose as a weaker dollar offset a government report that showed a smaller-than-expected decline in crude stockpiles in the wake of a viral resurgence. Futures advanced 1.4% after falling as... [Continue Reading]

Chief Investment Officer of Laffer Tengler Investments Nancy Tengler on CNBC Trading Nation

August 10, 2021 - Trading Nation: Two traders share the sectors they’re picking after infrastructure bill passes the Senate Nancy Tengler of Laffer Tengler Investments and Michael Bapis, Vios Advisors at Rockefeller Capital Management discuss the areas they’re watching after the passing of the... [Continue Reading]

Chief Investment Officer of Laffer Tengler Investments Nancy Tengler on CNBC Trading Nation

August 10, 2021 - Chinese stocks stretch comeback into day two, but trader warns it may not last Nancy Tengler of Laffer Tengler Investments and Michael Bapis of Vios Advisors at Rockefeller Capital discuss the China stock comeback and what could come next. Watch... [Continue Reading]

Volta CEO Scott Mercer on Yahoo Finance

August 09, 2021 - Volta founder on strategies for electric vehicle charging stations Scott Mercer, Founder and CEO of Volta, joins Yahoo Finance to discuss Biden’s EV push, consumer acceptance of electric vehicles, and future outlook on EV charging. Volta is being taken public... [Continue Reading]

Bond Market Expert and Partner in ETF Managers Group’s VALT ETF Bryce Doty on CNBC The Exchange

August 09, 2021 - The biggest bubble right now is Treasury bonds, Bryce Doty says Bryce Doty, senior portfolio manager at Sit Investment Associates and Hugh Johnson, head of investment strategy at Hugh Johnson Advisors, join The Exchange to discuss the economic outlook despite... [Continue Reading]

GenTrust Principal Elena Hernández on CNBC The Exchange

August 06, 2021 - Dow and S&P close the week at record highs “We’re very happy to see this data that keeps supporting the recovery that we’ve all been expecting,” Elena Hernández from GenTrust tells Sara Eisen on Closing Bell. Watch the clip here.... [Continue Reading]

Thornburg Investment Management Portfolio Manager Josh Rubin in MarketWatch

August 06, 2021 - Dow, S&P 500 head for records Friday after stronger-than-expected jobs report The Dow and the S&P 500 index were trading in record territory Friday afternoon after the monthly U.S. jobs report came in better than expected, as the economy continues... [Continue Reading]

ETF Managers Group Director of ETF Sales Stephen Gardner on TD Ameritrade Network

August 06, 2021 - Investing In “Hot” Thematic ETFs: GERM, AWAY, IPAY ETFMG Treatments Testing and Advancements ETF (GERM), hit all-time highs this week. Stephen Gardner, Director of ETF sales at ETFMG. He discusses what to know about thematic ETF investing. He mentions two... [Continue Reading]

Chief Investment Officer Nancy Tengler of Laffer Tengler Investments on CNBC The Exchange

August 06, 2021 - Here’s the common thread of companies planning to do buybacks Paul Hickey from Bespoke Investment Group and Nancy Tengler from Laffer Tengler Investments join The Exchange to discuss some of the companies looking into buybacks. It’s important to distinguish whether... [Continue Reading]

EquityZen Senior Business Development Associate Brianne Lynch on Yahoo Finance

August 06, 2021 - What investors are watching following Robinhood’s IPO Brianne Lynch, Business Development & Partnerships at EquityZen, joins Yahoo Finance to discuss what lies ahead for Robinhood and its investors. Watch the clip here.... [Continue Reading]

Gentrust Chief Investment Officer Jim Besaw in Barron’s Advisor

August 05, 2021 - Bonds ‘Stink.’ Do They Still Have a Place in Client Portfolios? Bonds just aren’t what they used to be. Advisors are increasingly exploring alternatives to what was long a mainstay of client portfolios due to yields being near all-time lows as well... [Continue Reading]

TIFIN in WealthManagement.com

August 05, 2021 - Morningstar Partnering With TIFIN’s Magnifi on Direct Indexing Magnifi’s natural language-powered search engine and product marketplace is getting thematic baskets built on Morningstar equity analyst research. TIFIN Group announced today that its Magnifi subsidiary will now begin offering portfolios of... [Continue Reading]

Laffer Tengler Investments CIO Nancy Tengler in Reuters

August 04, 2021 - Stocks, markets mixed as Wall Street deciphers diverging signals BOSTON, Aug 4 (Reuters) – Stocks, Treasuries and other major markets were mixed Wednesday after July data showed that U.S. jobs growth slowed but demand for services increased, all as Federal... [Continue Reading]

TortoiseEcofin Managing Director Rob Thummel in Reuters

August 04, 2021 - Chesapeake Energy’s future muddied by executive departures, strategy shifts Aug 4 (Reuters) – When U.S. oil and gas producer Chesapeake Energy Corp (CHK.O) emerged from bankruptcy in February, it touted to investors a clean balance sheet, a new board of directors and... [Continue Reading]

President and CEO of Thornburg Investment Management Jason Brady on Bloomberg TV

August 04, 2021 - Bloomberg Markets: The Close (08/03/2021) 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 tackles China crackdown on Tencent,... [Continue Reading]

Thornburg Investment Management Portfolio Manager Josh Rubin in Business Insider

August 04, 2021 - A US portfolio manager at a $49 billion investment firm shares 5 foreign stocks with immense upside — and explains how investors can use emerging markets to hedge their losses in developed-market companies When developed markets zig, emerging markets zag,... [Continue Reading]

President and CEO of Thornburg Investment Management Jason Brady on TD Ameritrade Network

August 03, 2021 - Thornburg Income Builder Opportunities Trust (TBLD) Overview Thornburg Income Builder Opportunities Trust (TBLD) began trading today. Jason Brady, President & CEO of Thornburg Investment Management, discusses this, as well as investing in a volatile market. He also talks about how... [Continue Reading]

EquityZen in Barron’s

July 27, 2021 - Here’s How to Buy Shares in the Robinhood IPO With just days left until Robinhood Markets list its shares, investors looking to take part in one of the year’s biggest initial public offerings have just one option to snag some... [Continue Reading]

EquityZen Senior Business Development Associate Brianne Lynch in AdvisorHub

July 27, 2021 - Robinhood IPO Could Bring More Disruption for Traditional Brokerage Firms Robinhood Market’s self-directed platform inarguably disrupted the discount brokerage industry with zero commissions, fractional trades, and its user-friendly app, and now some analysts are questioning whether its next target could... [Continue Reading]

TortoiseEcofin Managing Director and Senior Portfolio Manager Rob Thummel in BNN Bloomberg

July 27, 2021 - ‘It makes a lot of sense’ for Pembina to terminate its agreement with Inter Pipeline: Shareholder Rob Thummel, managing director and senior portfolio manager at TortoiseEcofin joins BNN Bloomberg to discuss Pembina’s decision to terminate its agreement with Inter Pipeline.... [Continue Reading]

TortoiseEcofin CFA Brian Kessens in CNBC

July 27, 2021 - The rising cost of natural gas is boosting these stocks Natural gas prices are at their highest levels in three years and rising, bringing higher costs for consumers but also better margins and stock prices for producers. A trifecta of extreme hot weather,... [Continue Reading]

Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer on Yahoo Finance

July 23, 2021 - Great to see Jeffrey Klingelhofer, CFA of Thornburg Investment Management, our client, on Yahoo Finance as he discusses the latest market action. Check out the clip here.... [Continue Reading]

ETF Managers Group Bond Market Expert Bryce Doty on Bloomberg TV

July 23, 2021 - Our client, Bryce Doty of ETF Managers Group, was featured on Bloomberg TV as he discusses the fear of the Delta variant and how it’s causing stocks to tumble. Check out the clip here.... [Continue Reading]

Laffer Tengler Investments Chief Investment Officer Nancy Tengler on CNN Business

July 22, 2021 - Our client, Nancy Tengler of Laffer Tengler Investments, was on CNN Business today as she discussed “earnings, inflation and the names she’s adding to her portfolio.” Check out the clip here, her interview starts at 11:25.... [Continue Reading]

Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer on Yahoo Finance

July 20, 2021 -   Market Recap: Tuesday, July 20 Stocks fell on Friday as traders digested a slew of earnings results and a new report on consumer spending that came in stronger-than-expected for June. A print on consumer sentiment far disappointed, however, and... [Continue Reading]

Thornburg Investment Management Portfolio Manager Josh Rubin in Barron’s

July 19, 2021 - Emerging-Market Investors Are Immune to New Covid Threat—for Now Herd immunity to Covid-19 may be a ways off still. But investors seem immune to worrying about it, for now. Covid’s so-called Delta variant is marching across the East Asian growth belt. Regional... [Continue Reading]

Thornburg Investment Management Portfolio Manager Josh Rubin in Barron’s Advisor

July 19, 2021 - Latin America Embraces Bitcoin. What’s Next for Crypto in Emerging Markets? It has been little over a month since El Salvador became the first country to approve Bitcoin as legal tender. Starting Sept. 7, citizens of the Central American country... [Continue Reading]

TIFIN CEO Vinay Nair on Cheddar TV

July 16, 2021 - Our client, TIFIN, was featured on Cheddar TV as CEO Vinay Nair provides details about TIFIN’s new platform Magnifi, a subsidiary to offer free trading. Watch the clip here for Vinay’s insight on Magnify and how it “looks to help educate... [Continue Reading]

Thornburg Investment Management Portfolio Manager Eve Lando in Bloomberg News

July 14, 2021 - Muni Risks Papered Over by Federal Aid Threaten to Reappear The influx of federal aid to U.S. municipal-bond issuers has papered over longstanding credit risks that threaten to come back to bite investors when the relief runs dry. States, local... [Continue Reading]

Ecofin in GreenMoney Journal

July 14, 2021 - Ecofin Strives to Make a Positive Impact Without Compromising Returns Who We Are Ecofin is a sustainable investment firm that’s passionate about striving to deliver strong risk-adjusted returns while making a true impact on the environment and society. Our roots... [Continue Reading]

EquityZen Co–Founder and Chief Revenue Officer Phil Haslett in CNN Business

July 12, 2021 - Unicorns are off to a hot start in 2021. Many more are on the way New York (CNN Business)A parade of high-profile companies, including Coinbase, Bumble, Oatly, SoFi and Roblox, made their stock market debuts in the first half of 2021. The second half of the... [Continue Reading]

IPZ Newsletter | Legacy…Olympics…Lax…NIL…Alliance

July 12, 2021 - Quinn Sullivan Continues his Family's Legacy | Pat Kivlehan to Represent U.S. at Olympics | IPZ Welcomes Brad Smith as its first Lacrosse Client | IPZ to Represent Ithiel Horton Under New NCAA NIL Rules | IPZ Forms Alliance with... [Continue Reading]

Tifin in ThinkAdvisor

July 08, 2021 - Broadridge to Offer Hyper-Personalization Tools for Advisors: Tech Roundup Broadridge Financial Solutions will integrate and distribute several of Tifin’s fintech wealth solutions to help advisors create hyper-personalized solutions for their clients, the companies said Wednesday. The distribution deal follows the strategic... [Continue Reading]

Nancy Tengler, CIO of Laffer Tengler Investments, on Fox Business

July 07, 2021 - Our client, Laffer Tengler Investments, was featured on the Larry Kudlow show on Fox Business as CIO Nancy Tengler discusses the need to worry about the price of oil as it is used in everything from the tires we drive... [Continue Reading]

Thornburg Investment Management’s President and CEO, Jason Brady, on CNBC The Exchange

July 07, 2021 - Our client, Thornburg Investment Management, was featured on CNBC The Exchange as President and CEO Jason Brady discusses what markets and investors should expect from lowering rates. Check out the footage here.... [Continue Reading]

ETF Managers Group Bond Market Expert Bryce Doty on Yahoo Finance

July 06, 2021 - Our client, Bryce Doty of ETF Managers Group, was featured on Yahoo Finance as he discusses the latest market action, specifically mentioning the AWAY and BDRY ETFs. Check out the clip here.... [Continue Reading]

EquityZen’s Co–Founder Phil Haslett in New York Times

July 01, 2021 - Robinhood Reveals Rising Revenue and a $1.4 Billion Loss The stock-trading app unveiled its initial public offering prospectus on Thursday, pulling back the curtain on its financial performance for the first time. SAN FRANCISCO — Robinhood, the stock-trading app that... [Continue Reading]

EquityZen’s Co–Founder Phil Haslett on Yahoo Finance

July 01, 2021 - Wonderful to see our client, EquityZen, featured on Yahoo Finance as Co–Founder Phil Haslett specifically discusses Robinhood’s IPO and settlement with FINRA. Check out the clip here.... [Continue Reading]

Ecofin’s Director of Sustainable Lending, David Roeder, in American Recycler

July 01, 2021 - HIGH GROWTH RATE PROJECTED FOR THE WASTE TO ENERGY INDUSTRY The waste to energy (WtE) industry is seeing significant growth potential. Some predicted growth estimates indicate the industry will grow at a compound annual growth rate (CAGR) of over seven... [Continue Reading]

Grass Qozf. in CarsonNow

July 01, 2021 - Opportunity zone fund acquires Tiger Field in Fernley, expands investment in aviation Growth Resources, Assets, Safety and Stability, also known as GRASS — a qualified opportunity zone fund focused on applying cutting-edge technology to complex compliance processes — is pleased... [Continue Reading]

Thornburg Investment Management’s President and CEO, Jason Brady, on Channel News Asia

June 30, 2021 - Our client, Thornburg Investment Management’s Jason Brady, was featured on Channel News Asia as he discusses the negative territory surrounding yields in major markets. Check out the clip here.... [Continue Reading]

Nancy Tengler, Chief Investmet Officer of Laffer Tengler Investments, on Channel News Asia

June 29, 2021 - Our client, Nancy Tengler of Laffer Tengler Investments, was featured on Asia First of Channel News Asia. Scroll to 43:06 to watch her discuss today’s markets.... [Continue Reading]

Thornburg Investment Management’s Portfolio Manager, Steven Klopukh, in Barron’s

June 29, 2021 - This Small-Cap Stock Can Pivot Between Old and New Energy The energy transition is on its way, but for most companies the tangible results won’t show up for years. At Chart Industries, the action is happening now, and the company’s stock isn’t... [Continue Reading]

Grass Qozf. in Northern Nevada Business Weekly

June 24, 2021 - New Nevada-based opportunity zone fund opens to investors A new Carson City-based qualified opportunity zone fund known as “Growth Resources, Assets, Safety, & Stability” (GRASS) announced this month its Reg A+ funding round is open after recently receiving federal approval.... [Continue Reading]

Thornburg Investment Management’s President and CEO, Jason Brady, in Investment Week

June 22, 2021 - Treasury yields rise on Fed’s more hawkish inflation and interest rate stance Two rate hikes now expected in 2023 The minutes from the Federal Reserve’s FOMC meeting yesterday (16 June) have revealed a more hawkish stance on inflation and rate... [Continue Reading]

Thornburg Investment Management in Citywire, New Partnership with BIPPO Advisory Group

June 22, 2021 - Thornburg becomes latest asset manager to break into Chinese market Santa Fe-headquartered company signs memorandum of understanding to form strategic partnership. Thornburg Investment Management has signed a memorandum of understanding (MoU) with Hong Kong-based BIPPO Group to launch a new... [Continue Reading]

Thornburg Investment Management’s Portfolio Manager, Charlie Wilson, on UBS News

June 22, 2021 - Charlie Wilson, Portfolio Manager of our client, Thornburg Investment Management, was featured on UBS News as he discusses what is happening in emerging markets. Check out the clip here.... [Continue Reading]

Thornburg Investment Management’s Co–Head of Investments, Jeff Klingelhofer, in Yahoo Finance

June 22, 2021 - Our client, Thornburg Investment Management, was featured on Yahoo Finance as Co–Head of Investments Jeff Klingelhofer discusses market moves, fixed income and retail sales with Hennessy Funds Portfolio Manager Josh Wein. Check out the clip here.... [Continue Reading]

Thornburg Investment Management’s Portfolio Manager, Eve Lando, in Financial Times

June 21, 2021 - US investors hunt for yield in junk-rated municipal debt Borrowing costs have never been lower as $4tn asset class booms Investors are pouring into the $4tn US municipal bond market, pushing yields on debt issued by state and local governments... [Continue Reading]

Tortoise’s Portfolio Manager Rob Thummel in The Wall Street Journal

June 14, 2021 - Oil Price Hits Pandemic High as Investors Bet on Green Energy Wall Street’s preference for renewables could mean oil producers will now struggle to meet demand Some investors are wagering that Wall Street’s preference for green energy will depress spending... [Continue Reading]

Zito Partners Mourns the Passing of Steve Kalafer

April 22, 2021 - Steve Kalafer, N.J. businessman, owner of Somerset Patriots, dies at 71 New Jersey businessman Steve Kalafer, owner of Flemington Car & Truck Country and the Somerset Patriots baseball team, died of cancer Wednesday at the age of 71, the team... [Continue Reading]

Thornburg CEO Jason Brady on Bloomberg Markets: The Close

April 16, 2021 - Bloomberg Markets: The Close - 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 wrap up earnings from the... [Continue Reading]

Thornburg CEO Jason Brady in The Wall Street Journal

April 16, 2021 - Stocks End Week With Fresh Records - Strong start to earnings season and upbeat economic data have pushed Dow, S&P higher - The Dow Jones Industrial Average and S&P 500 inched higher and set fresh records Friday amid another volley... [Continue Reading]

ETFMG Bond Market Segment Expert Bryce Doty in The Bond Buyer

April 15, 2021 - High-yield inflows hit record $1.28B as munis rally The municipal market rallied Thursday with robust secondary activity, primary deals repricing lower, following better-than-expected economic data, a much stronger U.S. Treasury market, and high-yield municipal bond mutual funds reporting a record... [Continue Reading]

Thornburg Investment Management Portfolio Manager John Bonnell in CityWire

April 13, 2021 - Fund Files: Fidelity, JPMorgan, and Thornburg managers come and go Your daily roundup of the latest fund launches, manager moves, and strategy shifts. Thornburg adds USAA PM Former USAA portfolio manager John Bonnell has resurfaced at Thornburg Investment Management, where... [Continue Reading]

Thornburg Investment Management’s Anne Lundberg in Chief Investment Officer

April 13, 2021 - Tactical Shifts: How Institutional Investors Are Adjusting Asset Mixes Now Private credit, real estate, emerging markets. Here are the ways CIOs at HOOPP, the James Irvine Foundation, and two others are solving the allocation puzzle. Set it and forget it... [Continue Reading]

Thornburg Investment Management Portfolio Manager John Bonnell in Ignites

April 12, 2021 - Thornburg Taps Muni Bond PM From Victory - Thornburg Investment Management has hired a portfolio manager from Victory Capital who previously co-led municipal bond strategies at USAA. John Bonnell joined the firm as a managing director on Thornburg’s municipal... [Continue Reading]

ETFMG AIEQ Partner EquBot CIO Chris Natividad in The Wall Street Transcript

April 12, 2021 - AI Stock Picking Mutual Fund from IBM Watson - Chris Natividad is CIO and Co-Founder of EquBot. Mr. Natividad brings more than 15 years of experience in the institutional investment management industry.... [Continue Reading]

ETF Managers Group CEO Sam Masucci on TD Ameritrade

April 12, 2021 - Sam Masucci On Investing In Travel Tech - Sam Masucci, Founder & CEO of ETFMG, discusses their Travel Tech ETF, symbol AWAY. He thinks the technology based travel companies will come back quicker to get back to a positive revenue... [Continue Reading]

Thornburg Investment Management featured in Pensions and Investments

April 07, 2021 - Thornburg hires managing director to help manage muni bond funds John Bonnell was named managing director and portfolio manager at Thornburg Investment Management. The position is new, spokesman Michael Corrao said in an email. Mr. Bonnell will be co-manager of... [Continue Reading]