Category: Client News

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 […]

Thornburg Investment Management Portfolio Manager Nicholos Venditti in Money

Are Municipal Bonds Still a Safe Source of Retirement Income During Coronavirus? If you’re one of the many investors in the $3.9 trillion municipal-bond market, the coronavirus may have you asking: are my safe-haven municipal bonds really that safe? Municipal bonds –– bonds issued by governments and agencies, often to finance projects like airports, schools […]

ETFMG Market Segment Expert on "Money Life with Chuck Jaffe"

Sit Funds’ Doty: Of all places to invest in bonds now, ‘the U.S. is the best of the worst’ – Bryce Doty, senior portfolio manager at Sit Fixed Income Advisors, says that the bond market is particularly difficult right now but that domestic issues remain stronger than the rest of the world, and could be buoyed by rates that rise slightly sooner than many people expect. He notes that with the Federal Reserve committed to keeping interest rates in positive territory, rates really only have one direction to go from here. Also on the show, Michael Robinson, chief technology strategist at Money Map Press says in the Market Call that technology companies aren’t just good investments right now, they are the reason the economy has been able to avoid a depression, noting that if it weren’t for technological advancements the country could not have done as much work-at-home commerce as it has throughout the current pandemic. Tom Lydon of ETFTrends.com makes a gold fund his ‘ETF of the Week,’ and Matt Schulz of CompareCards.com on how subscription spending of all types has ramped up amid social distancing.

Father-and-Son Team Help Keep Food Pantry Open in New Jersey Law Journal

After Hours: Law Offices of Peter W. Till; Norris McLaughlin Father-and-Son Team Help Keep Food Pantry Open; Norris McLaughlin Attorneys Present on COVID-19 Employment Law Updates. Father-and-Son Team Help Keep Food Pantry Open A New Jersey trial lawyer and his son, a wealth manager, have worked to ensure a local food pantry can keep up […]

Tortoise Senior Portfolio Manager, Rob Thummel in Bloomberg

Oil Pares Gains After Report Showed Demand Weakness Gasoline stockpiles rose for the first time in a month WTI futures climbed as much as 5.6% before paring gains Oil pared gains after the U.S. government reported an unexpected increase in gasoline stockpiles last week. Futures in New York for July delivery were up 2.8% after […]

EquityZen Founders in CrowdFund Insider

Private Securities Marketplace EquityZen Connects with RIAs and Family Offices in Partnership with Addepar EquityZen is broadening pre-IPO access to RIAs and Family Offices through a new partnership with Addepar, according to a note from the company. Addepar is a Wealthtech management platform that specializes in data aggregation, analytics, and performance reporting. Currently, $1.7 trillion […]

Buckingham Strategic Wealth's Brian Haywood quoted in CIO magazine

Fallen Angels Get Fed’s Helping Hand. Is That Enough? Some bonds may be beyond hope, and once the central bank’s backstop ends, there goes the artificial price support. In John Milton’s Paradise Lost, the bad angels were expelled from heaven. But today, the bond market equivalents of these accursed spirits are getting a partial reprieve […]

Steve Kalafer comments on New Jersey Governor Murphy reopening automobile dealerships

Murphy Gives OK for Auto Dealers, Bike Shops to Re-Open Gov. Phil Murphy continues to ease COVID-19 restrictions imposed on New Jersey businesses, announcing at Tuesday’s press briefing that auto dealerships, motorcycle and bicycle shops can re-open their showrooms and shops for on-site sales activities beginning at 6 a.m. Wednesday. The timing couldn’t be better, […]

Tortoise Senior Portfolio Manager, Rob Thummel in The Wall Street Journal

Return of Car Traffic Fuels Surge in Oil Demand for gasoline is on the mend around the world, supporting crude Oil prices are staging a furious comeback from last month’s collapse, lifted by record supply cuts and a pickup in global fuel demand that many investors hope heralds a swift economic recovery. With prices still […]