Client News

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]

ETFMG’s Sam Masucci in CNN Business

October 08, 2019 - Cannabis stocks have flamed out this year This was the year when cannabis stocks were supposed to take off. But shares of all the major pot stocks are down, despite hype about the legalization of recreational marijuana in Canada and... [Continue Reading]

GenTrust’s Hugh Nikola quoted in The Wall Street Journal

October 08, 2019 - U.S. Government Bond Yields Edge Away From 2019 Lows Yields snap a seven-session streak of declines U.S. government bond yields crept higher Monday, snapping a seven-session streak of declines. The yield on the benchmark 10-year Treasury note edged away from... [Continue Reading]

Dr. Bitan featured in NJBiz

October 08, 2019 - Fusion alternative Hudson Regional Hospital is one of the first in NJ to use an artificial disc that offers compression similar to a natural disc Spinal fusion is a common procedure used to correct painful and debilitating problems with the... [Continue Reading]

Bryce Doty on CNBC

October 04, 2019 - This is an 'opportune' time for the Fed to hold rate cuts: Natixis chief economist - Joe LaVorgna, Natixis Americas chief economist, Bryce Doty, Sit Fixed Income, and Chris Zaccarelli, Independent Advisor Alliance, join "The Exchange" to discuss the Fed's... [Continue Reading]

Bryce Doty quoted in Bond Buyer

October 04, 2019 - Solid employment report won’t derail Fed rate cut The markets will be soothed by September non-farm payrolls that rose 136,000 while the unemployment rate sank to 3.5%, its lowest level since December 1969. Read more here: https://www.bondbuyer.com/news/solid-employment-report-wont-derail-fed-rate-cut... [Continue Reading]

Nancy Tengler on CNBC

October 03, 2019 - Risks to earnings in the downside: BNP Paribas' Greg Boutle - Nancy Tengler, Tengler Wealth Management chief investment strategist, and Greg Boutle, BNP Paribas, join 'Squawk on the Street' to discuss the disappointing ISM nonmanufacturing numbers and their expectations for... [Continue Reading]

Tortoise’s Rob Thummel in the Wall Street Journal

October 01, 2019 - Gloomy Economic Outlook Takes Toll on Oil Prices Crude’s recent rally is short-lived as fears over demand and output weigh on the industry Oil has erased essentially all of the rally that followed recent disruptions to Saudi Arabian output, underscoring... [Continue Reading]

EquityZen’s Adam Augusiak-Boro on Investor’s Business Daily

October 01, 2019 - Peloton IPO: Investors Weigh Story Vs. Business Model - Peloton is the latest high-profile IPO to hit the market, and investors are weighing the company's story and its financials. EquityZen Senior Research Analyst Adam Augusiak-Boro provides insights about the company's... [Continue Reading]

ETFMG’s MJ ETF in Benzinga

October 01, 2019 - Will The SAFE Act Benefit Marijuana ETFs? Last week, the U.S. House of Representatives voted 321-103 to pass the SAFE Banking Act, a measure aimed at bringing banking and financial services used by cannabis companies and dispensary operators out of... [Continue Reading]

Tortoise’s Brian Kessens on Yahoo Finance

October 01, 2019 - Saudi Crown Prince says Saudi oil attack hit the 'heart of the global energy industry' - Saudi Crown Prince sat down with CBS's 60 Minutes Sunday night, where he said the attack on oil refineries in Saudi Aramco hit the... [Continue Reading]

Nancy Tengler comments on Trading Nation in CNBC

September 26, 2019 - Peloton skids in debut, but two recent IPOs are setting up for gains The IPO market saw another disappointing debut as Peloton skidded in its first day of trading. The fitness stock declined 11% to $25.76 on Thursday, below its... [Continue Reading]

Bryce Doty’s Comments in Bond Buyer

September 25, 2019 - Commentary Fed can’t fix repo market by printing money By Bryce Doty On Tuesday, the New York Fed provided only $30 billion of 14-day financing despite more than $60 billion in demand. The N.Y. Fed also provided $75 billion in... [Continue Reading]

Nancy Tengler’s USA Today column on September 25

September 25, 2019 - 401(k) investors shouldn’t let fear or politics keep them out of the stock market I have two friends with opposite views. Both are bright women and have amassed a meaningful amount of wealth. One sold all her stocks when Barack... [Continue Reading]

Christie Institute for Public Policy on CNBC’s Squawk Box

September 24, 2019 - SQUAWK BOX - Watch CNBC’s full interview with former NJ governor Chris Christie - Former NJ Governor Chris Christie joins CNBC’s “Squawk Box” team to discuss Trump’s geopolitical challenges as the U.N. meets this week.... [Continue Reading]

Thornburg’s Jason Brady on CNBC

September 23, 2019 - China talks are more about de-escalation than interim trade deal: Strategas' Clifton - Dan Clifton, Strategas Research Partners, Jason Brady, Thornburg Investment Management, join 'The Exchange' to discuss how markets could move on U.S.-China trade talks and a Fed rate... [Continue Reading]

Tortoise’s Rob Thummel on Yahoo Finance

September 23, 2019 - How to invest in oil - With trade war still ongoing, and more interest cut rates now in the mix, investors are wondering where the best place to put their money is. Rob Thummel, Senior Managing Director at Tortoise, joins... [Continue Reading]

Nancy Tengler in USA Today

September 19, 2019 - The Fed may have just extended the bull market Parsing Federal Reserve speak has always been a bit of a parlor game for the financial news media and investors. That’s because understanding what the Fed thinks and does reveals a... [Continue Reading]

GenTrust’s Hugh Nickola on Bloomberg Radio

September 18, 2019 - Bob Burgess, Bloomberg Opinion editor, on his column, "Markets Have Three Wishes. One May Come True." Melissa Reagen, Head of U.S. Research at Nuveen Real Estate, discusses the latest market trends in real estate, in light of the current... [Continue Reading]

GenTrust Head of Fixed Income Hugh Nickola in Bond Buyer

September 18, 2019 - Divided Fed makes a rate cut, moves to end liquidity challenge The Federal Open Market Committee voted to cut the fed funds target range 25 basis points to 1.75% to 2% as “uncertainties” offset the prospects for “sustained expansion of... [Continue Reading]

Tortoise’s Rob Thummel in Yahoo Finance

September 18, 2019 - Yemen’s Houthi rebel attack on Saudi Arabia oil may hit Costco and BJ’s profits The impact of the Houthi rebel drone attacks on key Saudi Arabian oil production assets could blowback on the profits of beloved U.S. retailers Costco and... [Continue Reading]

Tortoise’s Matt Sallee on Bloomberg Radio

September 17, 2019 - Sallee on Oil Market (Radio) - Matthew Sallee, Senior Managing Director at Tortoise Capital Advisors, talks about the volatile oil market with Bloomberg’s Lisa Abramowicz and Paul Sweeney.... [Continue Reading]

GenTrust Principal and Head of Fixed Income Hugh Nickola in Bond Buyer

September 12, 2019 - What negative interest rates would mean for the muni market With a tweet, President Trump has reopened the debate about negative interest rates. In Japan and Europe negative rates are a fact. And just last week former Federal Reserve Board... [Continue Reading]

Tortoise’s Rob Thummel on CNBC

September 12, 2019 - Here's the investment opportunity in energy stocks - Rob Thummel, Tortoise Capital Advisors, joins 'The Exchange' to discuss the best energy plays. ... [Continue Reading]

EquityZen Co-Founder on Yahoo Finance

September 12, 2019 - Breaking down why WeWork would rethink its valuation ahead of its IPO - EquityZen CEO Atish Davda joins Yahoo Finance's Julie Hyman, Adam Shapiro, and Andy Serwer to discuss why WeWork is considering to lower its valuation down from $47... [Continue Reading]

Tortoise’s Brian Kessens in Bloomberg

September 11, 2019 - Oil Plummets as Trump Signals Thaw in Iranian Sanctions Deadlock Trump is preparing for meeting with Iranian leader, people say Diesel stockpiles in world’s No. 1 economy post surprise gain Oil plunged as U.S. President Donald Trump considered easing sanctions... [Continue Reading]

Nancy Tengler on CNBC Trading Nation

September 10, 2019 - This under-the-radar energy stock could be the best way to play an oil comeback | Why this investing expert isn't interested in gold at these levels | Don't bet on Ford rebound here, traders say ... [Continue Reading]

Nancy Tengler in USA Today

September 10, 2019 - Millennial women, take better control of your financial futures Millennial women are not grabbing the financial bull by the horns, a study by UBS reveals. UBS measured what it calls deferment of financial decisions. The shocking statistic is not that 54% of... [Continue Reading]

EquityZen’s Atish Davda on Yahoo Finance

September 10, 2019 - ‘WeWork has a lot of questions to answer’: EquityZen CEO In order to have a successful IPO WeWork needs to address the obvious questions. In an interview with Yahoo Finance’s On The Move, Atish Davda, EquityZen CEO, outlined three key... [Continue Reading]

Tortoise’s Matt Sallee in Reuters

September 06, 2019 - U.S. shale firms cut budgets, staff as oil-price outlook dims ODESSA, Texas (Reuters) – Oil producers and their suppliers are cutting budgets, staffs and production goals amid a growing consensus of forecasts that oil and gas prices will stay low... [Continue Reading]

Tortoise’s Brian Kessens in CityWire

September 06, 2019 - Major lucrative potential: MLPs are making a comeback, here’s why Disappointing oil prices had pushed MLPs out of favor, but tidier balance sheets and new ideas for renewables may be set to change that. After several years of tepid performance,... [Continue Reading]

Nancy Tengler on CNBC

September 05, 2019 - Until trade deal is settled, we will continue to see fickle response from markets: Nancy Tengler - Nancy Tengler, Butcher Joseph Asset Management, and CNBC's Mike Santoli join "The Exchange" to discuss why stocks and copper are trading higher after... [Continue Reading]

EquityZen’s Co-Founder on Bloomberg

September 05, 2019 - Haslett: WeWork needs to iron out the kinks - Phil Haslett, co-founder and chief revenue officer at Equityzen, discusses We Work's IPO valuation target and examines the overall IPO market. He speaks on "Bloomberg Daybreak: Americas." (Source: Bloomberg) ... [Continue Reading]

EquityZen’s Phil Haslett in Bloomberg

September 05, 2019 - WeWork Targets $20 Billion to $30 Billion IPO Value Company weighs seeking $20 billion to $30 billion valuation IPO plans have received criticism for obscuring details WeWork’s initial public offering won’t be quite the celebration the office-rental unicorn once foresaw.... [Continue Reading]

Nancy Tengler on TheStreet.com

September 05, 2019 - How Investors Should Approach September Trading September is generally a rough month for the markets, so here’s some advice for investors. Wake me up when September ends? That may not be a possibility for investors who are trying to find... [Continue Reading]

Nancy Tengler on Yahoo Finance

September 04, 2019 - How should investors position themselves? - Should investors take a more defensive position now that economic indicators are flashing warning signs? ButcherJoseph/Tengler Wealth Management Chief Investment Strategist Nancy Tengler and GuideStone Capital Management President David Spika join Yahoo Finance's Adam... [Continue Reading]

Nancy Tengler on Investor’s Business Daily

September 04, 2019 - Investing Strategies: How To Invest In Times Of Heightened Market Volatility - With heightened market volatility being the new norm, what trading tactics should investors deploy now? The chief investment strategist of Tengler Wealth Management weighs in on the impacts... [Continue Reading]

Cento Amici to induct NJ real estate leaders, Medal of Honor recipient

September 03, 2019 - The nation’s newest Medal of Honor recipient, Staff Sgt. David Bellavia, and New Jersey real estate partners and leaders Jack Morris and Joseph Marino will become the newest members of Cento Amici at the organization’s annual dinner Oct. 14 at... [Continue Reading]

Tortoise’s Matt Sallee on Bloomberg

August 28, 2019 - Oil Trims Early Gains as U.S. Crude, Fuel Supplies Shrink Crude inventories fell 10 million barrels last week, EIA says WTI crude futures lower after earlier rising as much as 3.3% Oil gave up some of its earlier gains as... [Continue Reading]

Butcher Joseph’s Ken Polcari on CNBC

August 28, 2019 - Macro data suggests markets are in a corrective phase, says Kenny Polcari - Kenny Polcari, principal with Butcher Joseph Asset Management, joins "Squawk Box" ahead of Wednesday's open to give his thoughts on the markets.... [Continue Reading]

GenTrust CIO Jim Besaw in Chief Investment Officer

August 28, 2019 - How Sustainable Is the Gold Rally? As the metal shoots over $1,500 and looks to head higher, questions arise about its volatility. A store of value since ancient times, gold is again a go-to investment as the global economy weakens... [Continue Reading]

ETFMG featured in ETF Express

August 27, 2019 - ETFMG offers commission-free access to key thematic ETFs through E*TRADE ETF Managers Group, providers of pure thematic ETFs, has put four of its ETFs onto the E*TRADE Commission-Free ETF Program. Robert Saffer, Global Head of ETF Sales at ETFMG, explains... [Continue Reading]

ETFMG featured in ETF Report

August 26, 2019 - Alchemy Of Thematic ETFs Thematic ETFs are popular vehicles for firms to issue, but not all of them are successes. For every slam-dunk ETF such as Exchange Traded Concept’s ROBO Global Robotics and Automation Index ETF (ROBO), which boasts over... [Continue Reading]

Bryce Doty on Cheddar TV

August 26, 2019 - The Impact of Trade Tension, Fed Comments on The Markets - It was a wild day on Wall Street. We spoke to Bryce Doty, Senior Vice President, SIT investment Associates about how tariffs on $75 billion worth of U.S. goods... [Continue Reading]

Nancy Tengler in USA Today

August 26, 2019 - When the Dow plunges and soars with every tweet, take a fresh look at your goals If you are exhausted (as I am) watching the markets go up and down on a tweet, perhaps you should step back from the... [Continue Reading]

Tortoise’s Rob Thummel in Bloomberg

August 26, 2019 - Oil Short-Sellers Make a Wrong-Way Bet as China Blindsides the Market Hedge funds get price move incorrect for seventh week in nine Bets against WTI shrink 25%; trade war wipes out week’s gains It’s getting tougher to bet on oil... [Continue Reading]

Bryce Doty in Bond Buyer

August 23, 2019 - Powell’s only vow remains to ‘act as appropriate’ Federal Reserve Board Chairman Jerome Powell again pledged the central bank “will act as appropriate to sustain the expansion,” saying there were “no recent precedents to guide” policy decisions. Markets were relieved... [Continue Reading]

Jack Morris on veterans in ROI-NJ

August 23, 2019 - Salute to service: Developer Morris says veterans deserve 1st chance at new Edge apartments Jack Morris speaks at the grand opening for The Edge in Freehold. The display apartment was much nicer than many of the multifamily projects that are... [Continue Reading]

Tortoise’s Rob Thummel in Reuters

August 23, 2019 - Canada’s Pembina Pipeline makes storage play with $3.3 billion Kinder Morgan deal Canada’s Pembina Pipeline Corp (PPL.TO) has agreed to buy Kinder Morgan Canada (KML.TO) and the U.S. portion of the Cochin pipeline for C$4.35 billion ($3.28 billion), bulking up... [Continue Reading]

Jack Morris in RE-NJ

August 23, 2019 - Edgewood opens 209-unit Freehold project, unveils veterans housing initiative Edgewood Properties has opened the doors to a new luxury apartment complex in Freehold, where it has launched a leasing program that gives priority to current and former military personnel. Known... [Continue Reading]

Bryce Doty quoted in The Wall Street Journal

August 21, 2019 - Stocks Climb on Strong Retail Earnings Investors are awaiting minutes from the Federal Reserve’s latest meeting for clues on interest-rate policy U.S. stocks surged Wednesday after strong earnings reports from retailers eased some fears about slowing economic growth. The Dow... [Continue Reading]

Thornburg’s Ben Kirby on Yahoo Finance

August 21, 2019 - Markets move higher after volatile week, unrest in Hong Kong continues - Yahoo Finance's Dan Roberts and Kristin Myers are joined by Thornburg portfolio manager Ben Kirby to discuss the impact of the Hong Kong protests on the markets and... [Continue Reading]

Thornburg’s Jason Brady on CNBC

August 21, 2019 - Expect the US economy to go into a recession mid-next year: Societe Generale strategist - Jason Brady, Thornburg Investment Management, Chris Zaccarelli, Independent Advisor Alliance, and Subadra Rajappa, Societe Generale, join 'The Exchange' to discuss the markets reaction as investors... [Continue Reading]

Bryce Doty on Yahoo Finance

August 20, 2019 - The trade war continues with no deal in sight - Yahoo Finance's Dan Roberts, Scott Gamm, and Anjalee Khemlani were joined by Bryce Doty of Sit Investment Associates, to talk developments in the trade negotiations between the U.S. and China. ... [Continue Reading]

Tortoise’s Rob Thummel in Reuters

August 16, 2019 - Bid for Inter Pipeline highlights Canada’s oil sector bright spot A recent unsolicited bid for Inter Pipeline Ltd (IPL.TO) has highlighted the potential of Canada’s midstream companies to offer insulation from volatile oil prices. Inter Pipeline, Pembina Pipeline Corp (PPL.TO)... [Continue Reading]

Ken Mahoney on Fox Business

August 16, 2019 - Buying opportunities for investors in the US markets? - Mahoney Asset Management CEO Ken Mahoney on the state of the markets.... [Continue Reading]

Bryce Doty on Mornings with Maria

August 16, 2019 - How should investors allocate their portfolio in this uncertain market? - Wells Fargo Investment Institute's Darrell Cronk and Sit Fixed Income Advisors Senior Vice President Bryce Doty on the state of the retail sector, concerns about the U.S. economic outlook... [Continue Reading]

Tortoise’s Rob Thummel quoted in Bloomberg

August 14, 2019 - Oil Slumps as Rising Storage Offers No Relief Amid Market Panic U.S. crude inventories grew for second week, EIA says WTI futures slip more than 5%, joining equities slide Oil tumbled the most in a week as global financial markets... [Continue Reading]

Bryce Doty quoted in MarketWatch

August 13, 2019 - Two-year Treasury yield logs biggest daily rise in five weeks after signs of trade progress Hong Kong, Argentina still provide need for safe haven assets Short-term U.S. Treasury yields jumped on Tuesday after reports of progress in U.S.-China trade negotiations... [Continue Reading]

Bryce Doty quoted in Bond Buyer

August 13, 2019 - Broad-based inflation gains unlikely to repeat While the consumer price index climbed 0.3% in July, as did the core rate, the broad-based increases are unlikely to continue, according to analysts. The Federal Reserve shrugs off single month spikes or drops,... [Continue Reading]