Author: Zito Partners

EquityZen in Crowdfund Insider

EquityZen Recognized by World Economic Forum as Tech Pioneer, Alongside Other Fintechs EquityZen, a secondary marketplace for private securities, has received a nice recognition from the World Economic Forum (WEF), according to a note from the firm. The WEF has selected EquityZen as a company in the list of the 100 of the most promising […]

Buckingham Wealth Partners announcement in Wealth Advisor

Buckingham Wealth Partners Launches AskBuckingham.com in Response to Heightening Financial Planning Inquiries In response to heightening client questions regarding COVID-19’s impact on financial planning, Buckingham Wealth Partners (“Buckingham”) announced today the launch of AskBuckingham.com, a question and answer website that houses a responsive video podcast series featuring its industry-leading thought leadership team. Read more here: […]

Buckingham Wealth Partners Chief Investment Officer Jared Kizer in The Wall Street Journal

Stocks Close Higher After Falling on Virus Fears Dow recovers after the Federal Reserve followed through on moves to support corporate bonds U.S. stocks climbed Monday, staging a dramatic reversal, after the Federal Reserve signaled its latest efforts to support financial markets through the coronavirus pandemic. Read more here: https://www.wsj.com/articles/global-stock-markets-dow-update-06-15-2020-11592203627

Laffer Tengler Investments CIO Nancy Tengler in CNBC Trading Nation

As Tesla falls on downgrades, investors should consider buying the dip: Traders Don’t discount Tesla. That was the message Friday from two traders as shares of the electric auto maker fell following analyst downgrades from Morgan Stanley and Goldman Sachs. Morgan Stanley, the more bearish of the two, downgraded Tesla to underweight from equal weight, […]

Buckingham Strategic Wealth, Wealth Advisor Katie Marsden on TD Ameritrade

Katie Marsden Talks Pros & Cons Of Hiring A Registered Investment Advisor – Market Overtime with Nicole Petallides covers the day’s market action through both the short-term and long-term investment lens. Nicole is joined by experts who provide actionable ideas that will help educate and inform with topics like: Growth vs. Value, Retirement, and Portfolio Protection. Market Overtime highlights buying and selling opportunities, bullish and bearish outlooks on a multitude of stocks and sectors, and goes in depth on strategy risks and rewards.

Thornburg Investment Management Portfolio Manager Lon Erickson in The Bond Buyer

How yield curve control differs from QE and why the Fed may be waiting In his post-Federal Open Market Committee meeting press conference, Fed Chair Jerome Powell noted the panel discusses yield curve control in addition to forward guidance and asset purchases. Read more here: https://www.bondbuyer.com/news/how-yield-curve-control-differs-from-qe-and-why-the-fed-may-be-waiting

EquityZen Co-Founder and Chief Revenue Officer Phil Haslett in MarketWatch

Mad dash for cash drives biggest month for follow-on offerings since the financial crisis IPO market already seeing its best month for deal activity in more than a year following Vroom, Warner Music, Azek offerings Companies in need of cash are rushing to take advantage of an opportunity to raise money through equity markets while […]

GenTrust Head of Portfolio Management and Research in Reuters

European shares edge higher after torrid week of losses (Reuters) – European shares closed slightly up on Friday after heavy losses in the previous session, but marked their worst week since the peak of the coronavirus sell-off due to persistent concerns over the pace of an economic recovery. Read more here: https://www.reuters.com/article/us-europe-stocks/european-shares-edge-higher-after-torrid-week-of-losses-idUSKBN23J2KM

Thornburg Investment Management Portfolio Manager Lon Erickson in MarketWatch

No. The pandemic isn’t over. That’s one big reason debt markets are following the downward spiral in stocks “I’d be more concerned if the market wasn’t repricing,” says one credit investor. The Federal Reserve’s more than $2 trillion arsenal of funding to keep credit flowing during the coronavirus pandemic can’t fix everything. The Fed doesn’t […]

Tortoise Portfolio Manager Brian Kessens in Bloomberg

Record U.S. Crude Stockpiles Show Cracks in Oil Market Recovery Stockpiles top 2017’s record high, even as producers pull back Second U.S. coronavirus wave puts demand uptick in question Swelling U.S. oil stockpiles are signaling that a difficult path lies ahead for OPEC and its allies who are trying to stabilize the market with record […]

GenTrust Head of Equities Olivier Sarfati in Bloomberg

U.S. Stocks Halt Comeback Rally While Bonds Jump: Markets Wrap Apple jumps on plans to announce move to its own Mac chips Stretched valuations, economic concern weigh on broad market U.S. stocks pared losses as a rally in technology shares offset concern over stretched valuations and economic prospects. Treasuries jumped. Read more here: https://www.bloomberg.com/news/articles/2020-06-08/asia-stocks-set-for-modest-gains-dollar-slides-markets-wrap

Tortoise Portfolio Manager Nick Holmes in Bloomberg

Oil Rallies With Investors Eyeing Demand Recovery, Output Cuts Four-week average of gasoline supplied to the market increased West Texas Intermediate crude futures rose 2.7% Thursday Oil rallied as investors looked past an increase in U.S. crude stockpiles to focus on tentative signs of a recovery in fuel demand as well as output cuts. Futures […]

Buckingham Director of Advisor Development Tim Maurer on TD Ameritrade

Tim Maurer On The Pros & Cons Of Mutual Funds – Market Overtime with Nicole Petallides covers the day’s market action through both the short-term and long-term investment lens. Nicole is joined by experts who provide actionable ideas that will help educate and inform with topics like: Growth vs. Value, Retirement, and Portfolio Protection. Market Overtime highlights buying and selling opportunities, bullish and bearish outlooks on a multitude of stocks and sectors, and goes in depth on strategy risks and rewards.

Buckingham Wealth Partners Chief Investment Officer Jared Kizer in Bloomberg

U.S. Stocks End Rally With China Tensions Rising: Markets Wrap Gains come on signs economies on the mend as lockdowns ease Trump plans Friday news conference on China; agenda unclear U.S. stocks erased gains and ended lower after President Donald Trump said he’d hold a press conference Friday to discuss China, potentially stoking tensions between […]

Tortoise Senior Portfolio Manager Rob Thummel in S&P Global

Shut-in, even new wells may be attractive at $30s/b WTI: analysts Some shut-ins could start to return in July As recovery begins, DUCs likely source of output Market rebalancing eyed for Q3-Q4 2020 Houston — NYMEX crude futures have risen above the $30/b level that represents breakeven for many US upstream operators, which could result […]

Tortoise Senior Portfolio Manager Rob Thummel in US News and World Report

What to Do With Your Oil Dividend-Paying Stocks? Despite losses, some energy stocks will keep paying dividends. Energy stocks have typically paid higher dividends, yielding 5% or more, and have been an attractive asset for investors seeking income. Yet investors should not count on these higher-paying dividends since the oversupply of oil has sent energy […]

GenTrust Head of Equities Olivier Sarfati in The Wall Street Journal

U.S. Stocks Are Outpacing the Rest of the World The percentage of fund managers deeming U.S. stocks attractive is at the highest level in nearly five years, a recent survey found .S. stocks have staged a furious rebound since late March, leaving global markets behind. Optimism about state and business reopenings and the potential development […]