Ernie Cecilia

Friday, Mar 29, 2019

Ernie Cecilia

chief investment officer, Bryn Mawr Trust

MoneyLife Market Call

Links: www.bmtc.com; www.bmtc.com/wealth-management/

Ernie Cecilia

Buck Klintworth

Friday, Mar 29, 2019

Buck Klintworth

vice president/portfolio manager, Chase Investment Counsel

Technical Difficulties

Links: www.chaseinv.com/

Buck Klintworth

Dan Kemp

Friday, Mar 29, 2019

Dan Kemp

chief investment officer, EMEA, Morningstar Investment Management

The Big Interview

Links: morningstar.com; http://www.nxtbook.com/nxtbooks/morningstar/magazine_2019spring/index.php#/10

Dan Kemp

Stephen Yacktman

Thursday, Mar 28, 2019

Stephen Yacktman

portfolio manager, Yacktman Funds

MoneyLife Market Call

Links: www.yacktman.com

Stephen Yacktman

Thursday, Mar 28, 2019

Chris Larkin

senior vice president of trading at E*TRADE

The Big Interview


Ryan Jacob

Tuesday, Mar 26, 2019

Ryan Jacob

chief investment officer, Jacob Funds

MoneyLife Market Call

Links: jacobmutualfunds.com

Ryan Jacob

Steve Goldberg

Tuesday, Mar 26, 2019

Steve Goldberg

partner, Tweddell, Goldberg Investment Management

MoneyLife Market Call

Links: www.tginvesting.com

Steve Goldberg

Mike Foy

Tuesday, Mar 26, 2019

Mike Foy

senior director of wealth intelligence, J.D. Power

The Survey Said

Follow me on Twitter: @jdpower

Links: jdpower.com; https://www.jdpower.com/business/press-releases/2019-us-full-service-investor-satisfaction-study

Mike Foy

Jeff Bishop

Tuesday, Mar 26, 2019

Jeff Bishop

editor, WeeklyMoneyMultiplier.com; co-founder of RagingBull.com

Technical Difficulties

Follow me on Twitter: @RagingBull

Links: ragingbull.com; weeklymoneymultiplier.com

Jeff Bishop

Richard Smith

Monday, Mar 25, 2019

Richard Smith

CEO/founder, TradeSmith

The Big Interview

Follow me on Twitter: @TradeSmithTM

Links: www.tradesmith.com/

Richard Smith

Thomas O'Shaughnessy

Monday, Mar 25, 2019

Thomas O'Shaughnessy

research analyst, Clever Real Estate.

The Survey Said

Follow me on Twitter: @ListWithClever

Links: listwithclever.com; listwithclever.com/real-estate-blog/credit-card-debt-report/

Thomas O'Shaughnessy

Jeffrey DeMaso

Monday, Mar 25, 2019

Jeffrey DeMaso

director of research, Adviser Investments

Money Life Market Call

Follow me on Twitter: @Adviser_Invest

Tickers Discussed :VDIGX, POAGX; during "Hold It or Fold It:" FQAL, VFQY, ARKK, FTHNX, FRIFX, GISOX

Links: http://adviserinvestments.com

Jeffrey DeMaso

Monday, Mar 25, 2019

Sam McBride

investment analyst, New Constructs

The Danger Zone

Follow me on Twitter: @NewConstructs;

Links: www.newconstructs.com


Jim Welsh

Friday, Mar 22, 2019

Jim Welsh

macro strategist and portfolio manager, Smart Portfolios

Technical Difficulties

Follow me on Twitter: @JimWelshMacro

Links: smartportfolios.com

Jim Welsh

Brett Arends

Friday, Mar 22, 2019

Brett Arends

Brett Arends

Stan Haithcock

Thursday, Mar 21, 2019

Stan Haithcock

"Stan the Annuity Man"

The Big Interview

Follow me on Twitter: @StanAnnuityMan

Links: www.stantheannuityman.com;

Stan Haithcock

Greg McBride

Thursday, Mar 21, 2019

Greg McBride

chief financial analyst, BankRate.com

The Quick Take

Follow me on Twitter: @BankRateGreg

Links: bankrate.com;

Greg McBride

David Miller

Wednesday, Mar 20, 2019

David Miller

co-founder, Catalyst Mutual Funds

MoneyLife Market Call

Follow me on Twitter: @catalystMF

Tickers Discussed :LVS, MSFT; during "Hold It or Fold It:" AMZN, VEEV, AMRN, MCRI, LCII

Links: catalystmutualfunds.com

David Miller

David Jilek

Wednesday, Mar 20, 2019

David Jilek

chief investment strategist, Gateway Investment Advisers

The Big Interview

Follow me on Twitter: @Gateway_LLC; @NatixisIM

Links: www.gia.com; www.ngam.natixis.com

David Jilek

Rich Guerrini

Tuesday, Mar 19, 2019

Rich Guerrini

chief executive officer, PNC Investments

The Big Interview

Follow me on Twitter: @PNCNews

Links: pnc.com; www.pnc.com/en/personal-banking/investments-and-retirement/investments-retirement-center.html

Rich Guerrini

Karen Arth

Tuesday, Mar 19, 2019

Karen Arth

Head of Trust, Key Private Bank

The Survey Said

Follow me on Twitter: @keybank

Links: https://www.key.com/kpb/index.jsp

Karen Arth

Ian Mortimer

Tuesday, Mar 19, 2019

Ian Mortimer

manager, Guiness Atkinson Global Innovators fund

MoneyLife Market Call

Tickers Discussed :TCEHU, KLAC, EDU, PYPL, NVDA; during "Hold It or Fold It:" CVS, AMAT, SBGSF, ABBV, AMZN

Links: gafunds.com

Ian Mortimer

Terri Spath

Monday, Mar 18, 2019

Terri Spath

chief investment officer, Sierra Mutual Funds

The Big Interview

Links: www.sierrainvestment.com;

Terri Spath

Eddie Ghabour

Monday, Mar 18, 2019

Eddie Ghabour

author, "The Common-Sense Bull"

The Book Interview

Follow me on Twitter: @commonsensebull

Links: thecommonsensebull.com

Eddie Ghabour

Leonard Wright

Monday, Mar 18, 2019

Leonard Wright

CPA/PFS, member of the American Institute of CPAs PFS Credential Committee

The Survey Says

Follow me on Twitter: @AICPA

Links: aicpa.org; www.aicpa.org/interestareas/personalfinancialplanning/community/pfptrendsurvey.html

Leonard Wright

Kyle Guske

Monday, Mar 18, 2019

Kyle Guske

investment analyst, New Constructs

Danger Zone

Follow me on Twitter: @NewConstructs

Links: newconstructs.com

Kyle Guske
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