January 7, 2020
Nancy Tengler in CNN Business
Warren Buffett has $130 billion in cash. He’s looking for a deal Warren Buffett wants to make a big acquisition — and the Oracle of Omaha’s Berkshire Hathaway conglomerate has[Continue Reading]
January 4, 2020
Tortoise's Rob Thummel in Barron's
Barron’s Best Income Investments for 2020 After a broad global rally in stocks and bonds, income-oriented investments offer fewer opportunities than they did a year ago. So investors will need[Continue Reading]
January 2, 2020
Tortoise's Rob Thummel in Reuters
U.S. shale producers to tap brakes in 2020 after years of rapid growth Vastly slower U.S. oil growth this year and the prospect of a plateau for the world’s top[Continue Reading]
January 2, 2020
GenTrust's Jim Besaw in CNBC.com
Earnings must deliver to keep this rally going in 2020, and early indications aren’t good Bob Pisani KEY POINTS Many investors believe there will be a reacceleration of earnings growth[Continue Reading]
December 31, 2019
EquityZen's Phil Haslett in MarketWatch
What does the ‘WeWork effect’ mean for IPOs in 2020? After WeWork disaster and poor early performances from big-name startups like Uber, experts expect focus on profits and enterprise software[Continue Reading]
December 31, 2019
GenTrust's Jim Besaw 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[Continue Reading]
December 31, 2019
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[Continue Reading]
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[Continue Reading]
December 20, 2019
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[Continue Reading]
December 20, 2019
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),[Continue Reading]
December 20, 2019
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[Continue Reading]
December 18, 2019
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[Continue Reading]
December 17, 2019
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[Continue Reading]
December 16, 2019
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[Continue Reading]
December 16, 2019
Nancy Tengler on CNBC
Stick with semiconductors, says Oppenheimer’s Ari Wald from CNBC.[Continue Reading]
December 16, 2019
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[Continue Reading]
December 16, 2019
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[Continue Reading]
December 16, 2019
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[Continue Reading]