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 CNBC’s Mike Santoli.
Category: Client News
GenTrust's Zulay Hunter in Barron's
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 […]
EquityZen in Financial Times
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 […]
Tortoise's Rob Thummel in Bloomberg
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 […]
EquityZen's Brianne Lynch on Yahoo Finance
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 Finance’s On The Move to discuss WeWork, Uber, among other IPOs. EquityZen provides a secondary marketplace for pre-IPO shares and has worked with half of all unicorns.
GenTrust's Jim Besaw in The Wall Street Journal
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 […]
Financial Advisor Magazine covers Laffer|Tengler Investments
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 […]
Nancy Tengler on CNBC
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 on Wednesday.
Thornburg Investment Management's Jason Brady on CNBC
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 impact of the trade war.
Tortoise's Brian Kessens in Bloomberg
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 […]
ETFMG's Sam Masucci talks about IPAY on Yahoo Finance
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 opportunities in the global mobile payment market.
EquityZen's Phil Haslett on BloombergTV
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 on “Bloomberg Daybreak: Americas.”
Thornburg Investment Management's Charlie Wilson in CIO magazine
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 […]
Beazley in Reuters
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 […]
Beazley in The Wall Street Journal
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 […]
Bryce Doty in Bond Buyer
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 […]
Bryce Doty on CNBC
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 the Fed’s next move.
Barron's highlights Thornburg Investment Management's Developing World Fund
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 […]
Tortoise's Kevin Birzer in S&P Global
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 […]
Tortoise's Matt Sallee in Bloomberg
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 […]
GenTrust's Olivier Sarfati quoted in The Wall Street Journal
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 […]
Tortoise's Nick Holmes in Bloomberg
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 […]
ETFMG MJ's Jason Wilson in The Globe and Mail
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 […]
Thornburg Investment Management's Lon Erickson in Advisor Perspectives
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 […]
Bryce Doty in The Wall Street Journal
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 […]
Nancy Tengler's USA Today column
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 […]
Ken Mahoney on Fox Business
Making money in a volatile market – Mahoney Asset Management CEO Ken Mahoney discusses market outlooks amid volatility, trade talks, and Fed rates cuts.
Kalafer speaks on the GM-UAW strike on Fox Business
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.
Nancy Tengler on CNBC
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 their clients during this turbulent time.
Tortoise's Rob Thummel in S&P Global
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 […]
