Client News

Nancy Tengler on CNBC Closing Bell

February 18, 2020 - Closing Bell - Nancy Tengler picks Palo Alto Networks as her Last Chance Trade - Wealth manager Nancy Tengler selects Palo Alto Networks as her Last Chance Trade.... [Continue Reading]

ETFMG Market Sector Expert on Mornings with Maria

February 18, 2020 - What stocks to buy during coronavirus dip - Sit Fixed Income Advisors’ Bryce Doty discusses the declining yields on U.S. Treasuries as Apple and Walmart are seemingly affected by the coronavirus outbreak.... [Continue Reading]

Nancy Tengler in The Wall Street Journal

February 14, 2020 - Markets Hover Near Records Despite Growing Coronavirus Outbreak Money managers say they have faith that epidemic will be contained The coronavirus outbreak has closed factories, curbed spending and disrupted supply chains in the world’s second-largest economy. But U.S. stocks have... [Continue Reading]

Nancy Tengler on TD Ameritrade

February 13, 2020 - Nancy Tengler's Stock Picks: BA, GS, CMCSA - 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]

GenTrust’s Olivier Sarfati in The Wall Street Journal

February 13, 2020 - Dow Closes at Record as Coronavirus Worries Abate Investors digest Fed Chairman Powell’s testimony to Congress; oil prices rise U.S. stocks set new records Wednesday as concerns about the economic impact of the coronavirus outbreak continued to ease. The S&P... [Continue Reading]

Nancy Tengler on Mornings with Maria

February 13, 2020 - San Francisco the healthiest US city - Laffer Tengler Investments CIO Nancy Tengler on San Francisco being ranked as the healthiest city in U.S.... [Continue Reading]

Tortoise’s Rob Thummel in The Wall Street Journal

February 10, 2020 - The Case for Energy Stocks The ‘Dogs of the Dow’ rule holds that the worst stocks usually turn around. If that applies to sectors, and the funds that track them, then energy shares will benefit It’s one of Wall Street’s... [Continue Reading]

GAMR ETF in Wall Street Journal

February 10, 2020 - Videogame ETFs Are in Growth Mode Fund investors who want to bet on the fast-growing videogame industry now have more choices than ever Exchange-traded-fund investors who want to bet on the fast-growing videogaming industry now have more ways to do... [Continue Reading]

Nancy Tengler in USA Today

February 10, 2020 - Don’t just let your 401(k) ride into the future, it needs love and attention Your 401(k) is not an all or nothing bet. It is an important investment in your future, a tool to enhance your golden years. So, for... [Continue Reading]

Thornburg’s Jason Brady on CNBC

February 07, 2020 - The Exchange - Coronavirus is not a risk to markets, but US election may be: Strategist - Barry James of James Investment Research and Jason Brady of Thornburg Investments discuss markets with CNBC’s Kelly Evans.... [Continue Reading]

ETFMG Market Segment Expert in Bond Buyer

February 07, 2020 - Powell calls coronavirus a risk in monetary policy report The economy grew “moderately” and the labor market continued to strength last year, Federal Reserve Board Chair Jerome Powell said in the latest monetary policy report, submitted to Congress on Friday.... [Continue Reading]

Tortoise’s Rob Thummel in WSJ

February 07, 2020 - Coronavirus Is Bruising America’s Oil Patch—How Badly Is the Question Some already struggling energy companies may not be able to weather the drop in oil and gas demand Many companies in America’s oil patch were already struggling when the coronavirus... [Continue Reading]

ETFMG Market Segment Expert in Bond Buyer

February 06, 2020 - Despite trade issues, productivity making solid gains Nonfarm productivity grew at a 1.4% pace in the fourth quarter after slipping 0.2% a quarter earlier, the Labor Department reported Thursday. The rise helped keep down unit labor costs, which grew by... [Continue Reading]

Thornburg’s Jan Blakeley Holman in ThinkAdvisor

February 05, 2020 - Advising Women Over 50 Women in this age group face a number of life transitions that leave them in need of financial advice. You’ve probably heard that the “women’s market” is still untapped by financial advisors. While that statement is... [Continue Reading]

ETFMG Market Segment Expert on CNBC

February 05, 2020 - A lot of good news is baked into the market, says portfolio manager - Bryce Doty, senior portfolio manager at Sit Investment Associates, and Chris Zaccarelli, CIO for the Independent Advisor Alliance, join “The Exchange” to discuss the state of... [Continue Reading]

Tortoise’s Rob Thummel on CNBC

February 03, 2020 - There are investment opportunities in the energy sector beyond oil, expert says - Rob Thummel, portfolio manager at Tortoise Capital Advisors, joins “Squawk Box” to discuss the energy sector in the midst of the market sell-off. ... [Continue Reading]

Thornburg’s Jason Brady in Barron’s

January 31, 2020 - There’s a World of Dividend Stocks Out There. And They Pay More Than U.S. Companies. U.S. stock and bond markets gave investors much to like last year. Stocks closed 2019 with a string of records. Treasuries rallied, as investors sought... [Continue Reading]

Thornburg’s Jason Brady in CNN Business

January 30, 2020 - The strange reason Tesla, Beyond Meat and Peloton are soaring Several of this year's hottest stocks have something in common: Investors believe they are overvalued, and are betting that their share prices will soon fall.... [Continue Reading]

Thornburg’s Nick Venditti on TD Ameritrade Network

January 30, 2020 - Nick Venditti Talks Expectations From Today's FOMC Meeting - 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... [Continue Reading]

Thornburg’s Nick Venditti on Yahoo Finance

January 29, 2020 - How unchanged Fed rates will influence a market filled with economic uncertainties - Jerome Powell announced that the Fed decided to hold rates, leaving them unchanged. Saying that the Fed sees signs of stabilizing global growth, Powell added that economic... [Continue Reading]

Tortoise’s Brian Kessens in Chief Investment Officer

January 28, 2020 - Oil Prices Are Down, But Oil Stocks Are Worse—Why? The disparity tells us a lot about where fossil fuels are headed. Will black gold regain its luster? For the past five years, energy stocks have been the S&P 500’s biggest... [Continue Reading]

Thornburg’s Jason Brady on Morning Trading Live

January 28, 2020 - Jason Brady On Monitoring The Drivers Behind The Levels Of Equities And Bonds - Morning Trade Live - Kick off the trading day with Oliver Renick as he delivers a unique blend of live market commentary, overnight and foreign markets... [Continue Reading]

ETFMG Market Segment Expert in MarketWatch

January 28, 2020 - 10-year Treasury yield hair’s breadth away from key 1.60% level amid coronavirus spread Treasury yields retreated on Monday, amid a rising death toll from the coronavirus in China, along with the escalating number of cases, which has spurred demand for... [Continue Reading]

Tortoise’s Rob Thummel on CNBC Squawk Box

January 28, 2020 - Here’s why this senior portfolio manager is bullish on the energy sector - Oil prices have fallen for five straight sessions and are down about 14% over the past month, in part because of fears surrounding the coronavirus will slow... [Continue Reading]

ETFMG Market Segment Expert in Bond Buyer

January 27, 2020 - Will coronavirus make the Fed sick? Just when everyone thought there would be little drama at this week’s Federal Open Market Committee meeting, the coronavirus has infected the broader markets. Experts still say monetary policy will be immune for now.... [Continue Reading]

Thornburg’s Lon Erickson in Fortune

January 27, 2020 - The killer BBBs: Some investors are uneasy over the surge of near-junk corporate bonds Teetering on the edge of the abyss of a junk bond rating is no place that a company wants to be. But that’s where food producer... [Continue Reading]

Thornburg’s Jason Brady on Squawk Box

January 27, 2020 - A strategist explains his top stock picks amid coronavirus fears - Jason Brady, CEO of Thornburg Investment Management, joins “Squawk Box” to discuss his top stock picks heading into February.... [Continue Reading]

ETFMG Market Segment Expert in Reuters

January 24, 2020 - Bargain hunters fire up rally in cannabis stocks Some cannabis stocks are seeing their prices surge as investors hunt for winners in the ashes of an industry shakeout that hammered share prices last year. Shares of Tilray Inc (TLRY.O) and... [Continue Reading]

The Christie Institute for Public Policy in NJ Business Magazine

January 23, 2020 - Seton Hall School of Law and The Christie Institute for Public Policy Formalize Agreement The Christie Institute for Public Policy, a not-for-profit foundation founded by former New Jersey Governor Chris Christie, and Seton Hall University School of Law announced an... [Continue Reading]

ETFMG Market Segment Expert in Bloomberg

January 23, 2020 - Treasury’s 20-Year Bond Opens a Chasm in Supply Outlooks Annual forecasts range from $116 billion to $192 billion Some strategists say 10- and 30-year could face steep cuts Taken by surprise by the U.S. Treasury’s plan to resume selling 20-year... [Continue Reading]

Christie Institute for Public Policy in NJ Globe

January 23, 2020 - Christie institute announces planned scholarships Former governor’s policy organization to provide financial aid for students seeking careers in public policy Former Gov. Chris Christie’s public policy institute and Seton Hall University’s law school announced an agreement to provide scholarships or... [Continue Reading]

Tortoise’s Brian Kessens in Bloomberg

January 23, 2020 - Oil’s Decline on Virus Fears Tempered by Surprise Stock Draw World Health Organization opts against global emergency Key Cushing crude hub stocks fell nearly 1 million barrels Oil’s slide to a two-month low on concern that China’s coronavirus outbreak may... [Continue Reading]

ETFMG Market Segment Expert in Financial Post

January 22, 2020 - Worst is over or ‘dead cat bounce’? What to make of the almost 20% rally in cannabis stocks Some think pot stocks are finally priced right This week’s bounce in pot stocks — the first in at least two months... [Continue Reading]

Nancy Tengler on CNBC

January 22, 2020 - This big-box retailer’s run is just getting started, technical analyst suggests Costco is getting a whole lot of love. The big-box retailer climbed nearly 3% on Tuesday after Oppenheimer upgraded it to outperform. Ari Wald, head of technical analysis at... [Continue Reading]

Nancy Tengler on CNBC

January 22, 2020 - These are the names to watch as China coronavirus takes down travel stocks Travel stocks tanked as an outbreak of the deadly new coronavirus spread from China to the United States. The World Health Organization was trying to determine on... [Continue Reading]

PS&S in RE-NJ

January 22, 2020 - PS&S adds veteran wastewater utility official to Wall office PS&S has hired a longtime public utility official in Monmouth County as the newest edition to its water resources team. The design and engineering firm, which is based in Warren, announced... [Continue Reading]

Christie Institute for Public Policy in NJ.com

January 22, 2020 - Chris Christie’s Institute for Public Policy officially gets a home Former Gov. Chris Christie’s non-profit Christie Institute for Public Policy has formally teamed up with his alma mater, Seton Hall University School of Law, a spokeswoman for the former governor... [Continue Reading]

Nancy Tengler on CNBC

January 21, 2020 - These are the names to watch as China virus impacts travel stocks - Ari Wald, head of technical analysis at Oppenheimer, and Nancy Tengler, chief investment strategist at Laffer|Tengler Investments, discuss navigating the stock groups impacted by the Chinese coronavirus... [Continue Reading]

Nancy Tengler on CNBC Trading Nation

January 21, 2020 - Costco shares at a stretched valuation, says market expert - Nancy Tengler of Laffer Tengler Investments and Air Wald of Oppenheimer discuss Costco with CNBC's Seema Mody.... [Continue Reading]

Nancy Tengler on CNBC

January 15, 2020 - Use KRE to invest in regional banks, avoid individual stock risk: Tengler - Matt Maley of Miller Tabak and Nancy Tengler of Laffer Tengler Investments discuss how to invest in regional banks with CNBC's Tyler Mathisen.... [Continue Reading]

GenTrust’s Jim Besaw in WSJ

January 14, 2020 - S&P 500, Nasdaq Rise to Records as Geopolitical Risks Abate U.S. and China prepare to sign phase-one trade deal The S&P 500 clinched another record Monday as geopolitical tensions remained in check and investors looked ahead to the start of... [Continue Reading]

Tortoise’s Rob Thummel on Bloomberg

January 14, 2020 - 'Bloomberg Markets: The Close' Full Show (1/13/2020) - Scarlet Fu and Joe Weisenthal bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street. Today's show tackles bank earnings,... [Continue Reading]

Thornburg’s Jason Brady on CNBC

January 13, 2020 - Market valuations reach levels surpassed only by the dotcom boom, says Thornburg CEO Jason Brady - Jason Brady, Thornburg Investment management, and Steven Wieting, Citi Private Bank, join ‘The Exchange’ to discuss the state of the markets, bank earnings and... [Continue Reading]

GenTrust’s Olivier Sarfati in Investor’s Business Daily

January 13, 2020 - Boost Your Retirement Income With Tricks The Pros Use Finding retirement income is still a challenge. Interest rates remain low. But you can borrow a key trick financial advisors use to solve this puzzle. This solution eliminates the need to... [Continue Reading]

GenTrust’s Jim Besaw on YahooFinance

January 10, 2020 - U.S. braces for Iran cyberattack retaliation - Heightened U.S-Iran tensions have prompted U.S. government officials to be on high alert for a potential cybersecurity attack. Yahoo Finance’s Brian Sozzi and Alexis Christoforous discuss the risks with GenTrust Chief Investment Officer... [Continue Reading]

Ken Mahoney on Mornings with Maria

January 10, 2020 - Fed liquidity is driving markets: Ken Mahoney - Mahoney Asset Management CEO Ken Mahoney discusses jobs in America and his economic outlook ahead of the December 2019 jobs report.... [Continue Reading]

Tortoise’s Brian Kessens in The Guardian

January 08, 2020 - Why Iran crisis is unlikely to hit US consumers hard at the gas pumps Rumors of Middle East war used to inevitably lead to soaring gas prices but fracking revolution has changed the market landscape For many older Americans the... [Continue Reading]

Tortoise’s Brian Kessens in S&P Global

January 08, 2020 - Oil rally unlikely to tempt more US E&P spending in 2020, experts say HIGHLIGHTS Another $10/b needed to boost drilling: Harold Hamm Budgets, activity seen lower for 2020 $70/b-plus said needed for substantive capex change Houston — Oil prices are... [Continue Reading]

Nancy Tengler on CNBC

January 08, 2020 - Academic playbook to geopolitical risk is not working for markets: Strategist - Nancy Tengler of Laffer Tengler Investments, and Brian Belski of BMO Capital Markets, join CNBC’s “The Exchange” to discuss if recent geopolitical news is impacting the markets.... [Continue Reading]

Tortoise’s Rob Thummel in CNN Business

January 07, 2020 - Trump’s Iraq threats could backfire on oil and gas prices Political and economic realities could make it difficult for President Donald Trump to carry out his threat to punish Iraq with bruising sanctions if US troops are expelled from the... [Continue Reading]

Nancy Tengler in CNN Business

January 07, 2020 - Warren Buffett has $130 billion in cash. He’s looking for a deal Warren Buffett wants to make a big acquisition — and the Oracle of Omaha’s Berkshire Hathaway conglomerate has nearly $130 billion in cash that he can use in... [Continue Reading]

Tortoise’s Rob Thummel in Barron’s

January 04, 2020 - Barron’s Best Income Investments for 2020 After a broad global rally in stocks and bonds, income-oriented investments offer fewer opportunities than they did a year ago. So investors will need to lower their expectations. But there are still places to... [Continue Reading]

Tortoise’s Rob Thummel on Yahoo Finance

January 03, 2020 - Oil spikes after U.S. airstrike kills Iranian general - On the Iran strike news, Rob Thummel of Tortoise Capital Advisors, breaks down what is happening to oil prices.... [Continue Reading]

Tortoise’s Rob Thummel in Reuters

January 02, 2020 - U.S. shale producers to tap brakes in 2020 after years of rapid growth Vastly slower U.S. oil growth this year and the prospect of a plateau for the world’s top oil producer have signaled a new and unfamiliar era of... [Continue Reading]

GenTrust’s Jim Besaw in CNBC.com

January 02, 2020 - Earnings must deliver to keep this rally going in 2020, and early indications aren’t good Bob Pisani KEY POINTS Many investors believe there will be a reacceleration of earnings growth in 2020, but it’s not clear that will happen, according... [Continue Reading]

EquityZen’s Phil Haslett in MarketWatch

December 31, 2019 - What does the ‘WeWork effect’ mean for IPOs in 2020? After WeWork disaster and poor early performances from big-name startups like Uber, experts expect focus on profits and enterprise software in the new year The public crash and burn of... [Continue Reading]

GenTrust’s Jim Besaw in Reuters

December 31, 2019 - Crypto? Disney? Investment strategists offer top picks for the next decade What do cryptocurrency, Alphabet and Walt Disney have in common? They’re all top investment picks for the next 10 years, according to Wall Street strategists surveyed by Reuters. As... [Continue Reading]

Nancy Tengler in Reuters

December 31, 2019 - Crypto? Disney? Investment strategists offer top picks for the next decade What do cryptocurrency, Alphabet and Walt Disney have in common? They’re all top investment picks for the next 10 years, according to Wall Street strategists surveyed by Reuters. As... [Continue Reading]

Nancy Tengler on CNBC

December 31, 2019 - The 2019 laggards that could be 2020 winners - CNBC’s “Closing Bell” team discusses markets on the last day of 2019 with Nancy Tengler of Laffer Tengler Investments and Keith Bliss of iQ Capital USA.... [Continue Reading]

Tortoise’s Rob Thummel on CNBC

December 31, 2019 - Here’s why this portfolio manager thinks energy stocks will perform better in the next decade - Rob Thummel, senior portfolio manager at Tortoise Capital Advisors, joins “Squawk Box” to discuss what to expect from the energy sector in 2020 and... [Continue Reading]

Tortoise’s Rob Thummel on Bloomberg Podcast

December 27, 2019 - This Week in Commodities: 2020 Energy Preview (Podcast) - 2019 has proven more bullish for crude oil than 2018, when crude dropped 25 percent. Yet, natural gas futures are down for the year. Bloomberg’s Jessica Summers and Tortoise’s portfolio manager... [Continue Reading]

GenTrust’s Puerto Rico Office Opening featured in Financial Advisor IQ

December 24, 2019 - GenTrust to Expand Wealth Management Footprint to Puerto Rico GenTrust is expanding operations in Puerto Rico with a new office in San Juan, the company says. The new office will be led by Elena Hernández, principal of GenTrust Puerto Rico,... [Continue Reading]

EquityZen’s Brianne Lynch on CheddarTV

December 23, 2019 - Busy IPO Season Coming to First Half of 2020: EquityZen - 2019 was a disappointing year for a number of consumer facing startups that made the leap into public markets, with high-profile names such as SmileDirectClub, Uber and Peloton off... [Continue Reading]

GenTrust’s Puerto Rico Office News featured in International Adviser

December 20, 2019 - US in the news: Kingswood continues M&A spree A round-up of the latest people moves and M&A deals in North America M&A Kingswood The London-headquartered wealth manager company has agreed to acquire an 85% majority interest in registered investment adviser... [Continue Reading]

EquityZen’s Phil Haslett in Yahoo Finance

December 20, 2019 - What to expect from IPOs in 2020 Another year is coming to a close. And while at least 159 companies went public in the U.S. in 2019, including Uber (UBER), Beyond Meat (BYND), and Peloton (PTON), 2020 is shaping up... [Continue Reading]

EquityZen’s Phil Haslett on Yahoo Finance

December 20, 2019 - Here's what to expect from the 2020 IPO market - During 2019, numerous highly anticipated unicorns tanked during their debut. However, investors are optimistic for 2020’s IPOs. Yahoo Finance's Dan Howley and EquityZen Founder Phil Haslett join On the Move... [Continue Reading]

Tortoise’s James Mick in The Wall Street Journal

December 20, 2019 - Energy & Utilities Roundup: Market Talk The latest Market Talks covering Energy and Utilities The latest Market Talks covering Energy and Utilities. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 1451 ET – US... [Continue Reading]

EquityZen’s Phil Haslett on Bloomberg

December 20, 2019 - WeWork Is 'Straw That Broke the Unicorn's Back, Says Analyst - In less than one year, WeWork went from having a $47 billion valuation and being the darling of the venture capital world to needing an $8 billion infusion to... [Continue Reading]

GenTrust’s Olivier Sarfati in Chief Investment Officer

December 18, 2019 - Factor Investing Doesn’t Always Deliver the Magic Its different strategies can range from dynamic to sleepy. Factor investing, which flies under the banner of smart beta, can make a dummy out of investors sometimes. As a broad category, these don’t... [Continue Reading]

Tortoise’s Matt Sallee in Bloomberg

December 17, 2019 - Oil’s Advance Peters Out Despite Surprise U.S. Crude Withdrawal U.S. crude oil stocks decreased 1.1 million barrels last week Gasoline stocks at multiyear highest despite modest build Oil’s longest streak of gains in almost two months lost momentum after swelling... [Continue Reading]

GenTrust’s Puerto Rico Office Opening in Private Banker

December 16, 2019 - RIA firm GenTrust to open new office in Puerto Rico US-based RIA firm GenTrust is set to open a new investment advisory office in San Juan, the capital of Puerto Rico. The move will help the company to better serve... [Continue Reading]

Nancy Tengler on CNBC

December 16, 2019 - Stick with semiconductors, says Oppenheimer's Ari Wald - Ari Wald of Oppenheimer and Nancy Tengler of Laffer Tengler Investments discuss how semiconductor manufacturers are trading after the U.S. struck a phase one trade deal with China, with Sara Eisen.... [Continue Reading]

GenTrust’s Puerto Rico Office Opening in News is My Business

December 16, 2019 - GenTrust to open investment advisory office in San Juan The new office, which is located in the El Caribe office building, will be led by Elena Hernández, Principal of GenTrust Puerto Rico and wealth advisor. Miami-based registered investment advisory firm... [Continue Reading]

ETFMG Market Segment Expert on Cheddar

December 16, 2019 - 2020 Outlook for Cannabis Stocks - Pot stocks have no been friendly to investors in 2019. With sky-high expectations from Wall Street, popular companies such as Aurora Cannabis, Canopy Growth, and Tilray all failed to live up to the hype.... [Continue Reading]

Tortoise’s Rob Thummel in The Wall Street Journal

December 16, 2019 - Investors Doubt OPEC Cuts Can Boost Oil Prices Recent rallies in crude stalled on concern reduced production won’t meaningfully curtail supply Easing trade tensions and production cuts by the Organization of the Petroleum Exporting Countries have boosted oil prices recently,... [Continue Reading]

GenTrust’s Puerto Rico Office Opening in The Weekly Journal

December 16, 2019 - GenTrust to Open Investment Advisory Office in Puerto Rico GenTrust, an investment advisory firm with a fiduciary duty to its clients, will soon open an office in San Juan. This expansion will allow GenTrust to further offer its customized advisory... [Continue Reading]

Tortoise’s Rob Thummel on CNBC

December 11, 2019 - Energy infrastructure stocks are ‘really attractive’: Investor - There are some “really significant opportunities” in energy infrastructure stocks, says Rob Thummel of Tortoise. He also says it will be a challenge for Aramco to trade higher because oil prices not... [Continue Reading]

Tortoise’s Rob Thummel on Bloomberg

December 11, 2019 - How Attractive Is Saudi Aramco to Other Oil Producers? - Bloomberg Daybreak: AmericasTV Shows - Rob Thummel, portfolio manager and managing director at Tortoise Capital, discusses the attractiveness of investing in Saudi Aramco and the $11 billion writedown taken by... [Continue Reading]

ETFMG Market Segment Expert on CNBC

December 11, 2019 - Market gains in 2019 were pushed by business rather than the Fed, CIO says - Neil Hennessy, Hennessy Funds CIO, Bryce Doty, SIT Fixed Income Advisors senior portfolio manager, and Julia Coronado, Macropolicy Perspectives founder, join ‘The Exchange’ to discuss... [Continue Reading]

Tortoise’s Rob Thummel on CNBC

December 05, 2019 - The Exchange - Two portfolio managers layout bear and bull case on energy sector - Rob Thummel, portfolio manager at Tortoise and Sandy Villere, co-portfolio manager of Villere’s Balanced Fund, discuss the energy sector.... [Continue Reading]

Tortoise’s Rob Thummel on Bloomberg Radio

December 05, 2019 - Need A Larger OPEC Cut To Drive Prices Higher: Thummel (Radio) — Rob Thummel, Portfolio Manager at Tortoise Capital, on the OPEC meeting and the Saudi Aramco IPO. Hosted by Lisa Abramowicz and Paul Sweeney.... [Continue Reading]

ETFMG Market Segment Expert in MarketWatch

December 04, 2019 - The repo market is ‘broken’ and Fed injections are not a lasting solution, market pros warn Banks prefer to keep money at Fed instead of lending to other banks The Federal Reserve’s ongoing efforts to shore up the short-term “repo”... [Continue Reading]

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]

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]