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 […]
Author: Zito Partners
Nancy Tengler in Reuters
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 […]
Nancy Tengler on CNBC
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.
Tortoise's Rob Thummel on CNBC
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 beyond.
Tortoise's Rob Thummel on Bloomberg Podcast
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 Rob Thummel discuss the outlook for oil, natural gas and energy equities in 2020.
GenTrust's Puerto Rico Office Opening featured in Financial Advisor IQ
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 […]
EquityZen's Brianne Lynch on CheddarTV
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 to bumpy starts. Brianne Lynch, Senior Business Development Associate at EquityZen, joined to discuss her outlook for 2020.
GenTrust's Puerto Rico Office News featured in International Adviser
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 […]
EquityZen's Phil Haslett in Yahoo Finance
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), […]
EquityZen's Phil Haslett on Yahoo Finance
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 to discuss what to expect from the 2020 IPO market.
Tortoise's James Mick in The Wall Street Journal
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 […]
EquityZen's Phil Haslett on Bloomberg
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 avoid running out of money. Rett Wallace, Triton Resarch chief executive officer, and Phil Haslett, Equityzen co-founder, discuss with Bloomberg’s Taylor Riggs on ‘Bloomberg Technology.’ (Source: Bloomberg)
GenTrust's Olivier Sarfati in Chief Investment Officer
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 […]
Tortoise's Matt Sallee in Bloomberg
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 […]
GenTrust’s Puerto Rico Office Opening in Private Banker
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 […]
Nancy Tengler on CNBC
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.
GenTrust’s Puerto Rico Office Opening in News is My Business
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 […]
ETFMG Market Segment Expert on Cheddar
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. Jason Wilson, Cannabis Research and Banking Expert at ETFMG, joined Cheddar to discuss what the cannabis landscape will look like next year.
Tortoise's Rob Thummel in The Wall Street Journal
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 […]
GenTrust's Puerto Rico Office Opening in The Weekly Journal
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 […]
