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[Continue Reading]
Client News
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[Continue Reading]
All News, Client News
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[Continue Reading]
Client News

October 25, 2019

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[Continue Reading]
Client News
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[Continue Reading]
Client News

October 24, 2019

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[Continue Reading]
Client News

October 24, 2019

Bryce Doty on CNBC

Economy doesn’t need more Fed stimulus, Sit Investment’s Doty says from CNBC.[Continue Reading]
Client News
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[Continue Reading]
Client News
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[Continue Reading]
Client News
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[Continue Reading]
Client News
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[Continue Reading]
All News

October 22, 2019

Nancy Tengler in USA Today

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[Continue Reading]
All News
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[Continue Reading]
Client News
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[Continue Reading]
All News

October 17, 2019

Nancy Tengler on CNBC

Top staples stocks are having their best year in decades, but valuations may be ‘stretched’ from CNBC.[Continue Reading]
All News