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]
November 17, 2020
EquityZen’s Brianne Lynch Speaks With Yahoo Finance On Airbnb IPO
Airbnb ‘probably looking to capitalize on reopening trend’: EquityZen – On Monday, Airbnb filed to go public before the end of the year. The home rental startup disclosed revenue fell[Continue Reading]
November 13, 2020
IPZ Newsletter: IPZ’s Quinn Sullivan Rolls with the Union; Luca and Andrei Simply Roll
VIEW SINGLE PAGE VERSION[Continue Reading]
November 12, 2020
ETFMG CEO Sam Masucci on TD Ameritrade Network
Sam Masucci Discusses The Impact Of Covid-19 Pandemic On Travel Stocks[Continue Reading]
November 5, 2020
Tortoise Senior Portfolio Manager Matt Breidert On TD Ameritrade
Matt Breidert On ESG Investing And Your Portfolio[Continue Reading]




















