Semiconductors are due for a pullback: Investors CNBC’s Seema Mody discusses semis with Nancy Tengler of Laffer Tengler Investments and Matt Maley of Miller Tabak.[Continue Reading]
January 14, 2021
ETFMG Market Segment Expert and Partner Firm on TD Ameritrade
Art Amador On Using AI For Investing[Continue Reading]
As GameStop surges, market analysts name the other stocks that could see short squeezes GameStop shares are spiking again, an extension of a short squeeze that has carried the stock[Continue Reading]
January 13, 2021
Laffer Tengler Investments CIO Nancy Tengler on CNN Markets Now
View on CNN: https://www.cnn.com/business/live-news/stock-market-news-011321/index.html[Continue Reading]
January 13, 2021
Tortoise Portfolio Manager Brian Kessens in Bloomberg
Oil Rally Pauses With Fuel Buildup Dimming Tighter Crude Supply Domestic crude stocks fell by over 3 million barrels last week Refined product builds and stronger dollar weigh on prices[Continue Reading]
Jason Wilson Talks Cannabis Stock Performance In 2021[Continue Reading]
U.S. Stocks Finish Slightly Higher Moves come as money managers prepare to parse quarterly results from U.S. companies in coming days Major U.S. stock indexes edged slightly higher Tuesday, though[Continue Reading]
January 10, 2021
GenTrust CIO Jim Besaw in Barron’s
New Opportunities and Risks Arise for Investors as Democrats Take Power The recent turmoil in Washington, D.C., could easily have upended stocks, and may well have done so in another[Continue Reading]
January 8, 2021
Thornburg Investment Management Co-head of Investments and Portfolio Manager Ben Kirby on CNBC Trading Nation
The ‘stars are aligning’ for emerging markets this year, $10.5 billion portfolio manager says With U.S. markets at record highs, one top money manager is looking abroad for opportunity. View[Continue Reading]
Capitol chaos and a record market rally: Traders on the disconnect between Washington and Wall Street Washington and Wall Street are seemingly existing in two different realities. Read more on[Continue Reading]
January 7, 2021
ETF Managers Group CEO Sam Masucci in The Street
Scotts Miracle-Gro Rises on Truist Price-Target Boost Scotts will benefit from improved cannabis-related banking laws and continued pandemic restrictions, Truist says, upgrading the price target. Scotts Miracle-Gro (SMG) – Get[Continue Reading]
Expect a big rebound in global energy demand in 2021, portfolio manager says Oil prices have broken through $50 a barrel for the first time since February, and Big Oil[Continue Reading]
January 6, 2021
Tortoise Portfolio Manager Matt Sallee in Bloomberg
Oil Pares Gains With U.S. Capitol Protests Shaking Risk Appetite Futures move toward unchanged after settling at 10-month highs U.S. Capitol under lockdown as rioters swarmed Washington Oil pared gains[Continue Reading]
January 4, 2021
Thornburg Investment Management Co-head of Investments and Portfolio Manager Jeff Klingelhofer on Yahoo Finance
Market Recap: Monday, January 4 Stocks fell Monday in the first session of 2021, as concerns over a post-holiday spike in virus cases compounded with uncertainty over the outcome of[Continue Reading]
December 28, 2020
Nancy Tengler on CNBC The Exchange
Investors should expect a first-quarter stock correction in 2021, says investor Nancy Tengler Nancy Tengler, Laffer Tengler Investments CIO, and Richard Wiess, American Century Investments chief investment officer, join CNBC’s[Continue Reading]
December 28, 2020
Dr. Rey Panettieri on Yahoo Finance
Moderna, Pfizer vaccine trials were the ‘highest of quality’: vaccine expert Yahoo Finance’s Julie Hyman, Brian Sozzi, and Myles Udland discuss the COVID-19 vaccine rollout with Dr. Reynold Panettieri, Robert[Continue Reading]
Brexit deal fuels sterling while stocks edge higher ahead of holiday NEW YORK (Reuters) -The British pound rose on Thursday as Britain and the European Union clinched a free trade[Continue Reading]
December 18, 2020
GenTrust Founding Principal George Perez featured in Barron’s
George Perez: Using Alts to Help Drive Alpha GENTRUST, A NINE-YEAR-OLD RIA firm based in Miami, boasts a client roster spanning tech founders, Wall Street executives, Major League Baseball players,[Continue Reading]
December 16, 2020
IPZ Newsletter: Fights…Signings…and Holiday Greetings
Access Newsletter Here[Continue Reading]
Midsize Firms’ Challenge: Show Your Worth or Partner Up Midsize fund firms need to think hard about how to best use their resources, as the struggle for advisor attention intensifies,[Continue Reading]
Wendy Hartman: Ascending the Ranks at Buckingham, Quietly WEALTH MANAGEMENT HAS traditionally been a sales business, which explains why so many of its most successful practitioners are gregarious. Then there’s[Continue Reading]
December 10, 2020
EquityZen’s Brianne Lynch on Cheddar
Airbnb Makes Splashy Market Debut, Closing at Double Its IPO Price Brianne Lynch, head of business development and partnerships at EquityZen, breaks down Airbnb’s first day as a publicly-traded company.[Continue Reading]
December 8, 2020
Nancy Tengler column in USA Today
After the Dow Jones Industrial Average hit 30k, what’s next? Is it time to sell or increase stock exposure? I’ve never really understood the hoopla surrounding Dow 10K, 20K or[Continue Reading]
December 7, 2020
ETFMG Market Sector Expert in Bloomberg
Stocks Drop Amid Virus Surge; Pound Trims Decline: Markets Wrap Stocks fell as coronavirus infections swept across U.S. states, triggering fears of more restrictions. The pound pared losses as the[Continue Reading]
November 30, 2020
GenTrust quoted in Ignites
Jingle Bell Zoom: Covid-19-Era Holiday Parties Although the coronavirus pandemic will prevent offices from celebrating the holidays in person this year, some firms are determined to keep the spirit of[Continue Reading]
November 27, 2020
Thornburg Investment Management Portfolio Manager Di Zhou featured in BusinessInsider
Di Zhou’s international ESG fund is beating 98% of its peers this year. The investor breaks down her process for selecting winning stocks and explains why Alibaba is the biggest[Continue Reading]
November 25, 2020
Thornburg Investment Management Portfolio Manager Christian Hoffmann quoted in Bloomberg
Credit Seen as Priced for Perfection Even as Risks Loom in 2021 Credit markets are priced to perfection, but money managers still see plenty of risks ahead for U.S. corporate[Continue Reading]
November 25, 2020
Thornburg Investment Management Co-head of Investments and Portfolio Manager Jeff Klingelhofer quoted in Bloomberg
U.S. Stocks Slip From Records After Data Deluge: Markets Wrap The rotation out of tech shares and into cyclicals, sparked by promising vaccine news, reversed Wednesday as investors cast a[Continue Reading]






























