Client News

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]

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]

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]

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]

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]

Nancy Tengler on CNBC

October 10, 2019 - We don't expect recession but we are cautious about earnings... - Nancy Tengler, Butcher Joseph Asset Management, and Wayne Reisner, Carret Asset Management, join 'The Exchange' to discuss their thoughts on the U.S.-China trade talks and how they are advising... [Continue Reading]

Tortoise’s Rob Thummel in S&P Global

October 10, 2019 - US upstream companies continue on conservative path in Q3 Cost discipline, drilling activity main items Capital budgets for 2020 seen possibly lower Some big operators still see efficiency gains E&P companies are expected to outline a conservative approach to future... [Continue Reading]

Steve Kalafer in NJBiz

October 09, 2019 - Fields of dreams – or nightmares? Financing stadium construction can be a risky bet for cities Setting up a sports team can be expensive, so some municipalities have chipped in to build a stadium for a local club. New Jersey... [Continue Reading]