Jerremy Newsom

Friday, Apr 10, 2020

Jerremy Newsom

Follow me on Twitter: @newsomenuggets

Links: jerremynewsome.com

Jerremy Newsom

Andrew Foster

Friday, Apr 10, 2020

Andrew Foster

chief investment officer, Seafarer Capital Partners

The Big Interview

Links: www.seafarerfunds.com

Andrew Foster

Darrell Cronk

Thursday, Apr 09, 2020

Darrell Cronk

chief investment officer, Wells Fargo Wealth and Investment Management

The Big Interview

Follow me on Twitter: @WFInvesting

Links: wellsfargo.com

Darrell Cronk

Jason Brady

Thursday, Apr 09, 2020

Jason Brady

chief executive officer, Thornburg Investment Management

The Big Interview

Follow me on Twitter: @ThornburgFunds

Links: thornburg.com

Jason Brady

Mike Brown

Thursday, Apr 09, 2020

Mike Brown

director of communications, LendEDU.com

The Survey Said

Follow me on Twitter: @GoLendEDU

Links: lendedu.com; https://lendedu.com/blog/how-coronavirus-will-impact-finances-survey-round-two/

Mike Brown

Nick Niziolek

Wednesday, Apr 08, 2020

Nick Niziolek

co-chief investment officer, Calamos Investments

The Big Interview

Follow me on Twitter: @calamos

Links: calamos.com

Nick Niziolek

Kathy Boyle

Wednesday, Apr 08, 2020

Kathy Boyle

president, Chapin Hill Advisors

Money Life Market Call

Follow me on Twitter: @ChapinHillAdv

Links: www.chapinhill.com

Kathy Boyle

Matt Zajechowski

Tuesday, Apr 07, 2020

Matt Zajechowski

research analyst, Digital Third Coast

The Survey Said

Follow me on Twitter: @MattZajechowski

Links: https://www.ipx1031.com/americas-biggest-tax-procrastinators/

Matt Zajechowski

Dan Zanger

Tuesday, Apr 07, 2020

Dan Zanger

founder and chief technical officer, ChartPattern.com; author of the Zanger Report newsletter

Technical Difficulties

Follow me on Twitter: @danzanger

Links: www.chartpattern.com

Dan Zanger

Brian Frank

Tuesday, Apr 07, 2020

Brian Frank

manager, Frank Value Fund (FRNKX)

Money Life Market Call

Follow me on Twitter: @FrankFunds

Click HERE to stream the audio from this interview

Links: www.frankfunds.com

Brian Frank

Jeff Schulze

Tuesday, Apr 07, 2020

Jeff Schulze

investment strategist, ClearBridge Investments

The Big Interview

Follow me on Twitter: @Clear_Bridge

Links: leggmason.com/aor; clearbridge.com

Jeff Schulze

Susan Tillery

Monday, Apr 06, 2020

Susan Tillery

chair of the American Institute of CPAs' Personal Financial Planning Executive Committee

The Survey Said

Follow me on Twitter: @AICPANews

Links: aicpa.org; https://www.aicpa.org/press/pressreleases/2020/emotional-stress-of-elder-fraud-outweighs-financial-impact.html

Susan Tillery

Lindsey Bell

Monday, Apr 06, 2020

Lindsey Bell

chief investment strategist, Ally Invest

The Big Interview

Follow me on Twitter: @JustLBell

Links: www.ally.com/do-it-right

Lindsey Bell

Kevin Miller

Monday, Apr 06, 2020

Kevin Miller

chief investment officer, E-Valuator Funds

Money Life Market Call

Follow me on Twitter: @TheE_Valuator

Tickers Discussed :VBR, DES, ICVTM ANNPX; during "Hold It or Fold It:" RYPRX, BUISX, XLI, IYJ, KNOW VOE, AINTX MRSKX, BEXFX, MADXC

Links: evaluatorfunds.com

Kevin Miller

Jim Welsh

Friday, Apr 03, 2020

Jim Welsh

macro strategist and portfolio manager, Smart Portfolios

Technical Difficulties

Follow me on Twitter: @JimWelshMacro

Links: smartportfolios.com

Jim Welsh

Martin Leclerc

Friday, Apr 03, 2020

Martin Leclerc

chief investment officer and portfolio manager, Barrack Yard Advisors

Money Life Market Call

Follow me on Twitter: @BarrackYard

Links: barrackyard.com

Martin Leclerc

Robert Michaud

Friday, Apr 03, 2020

Robert Michaud

chief financial officer, New Frontier Advisors

The Big Interview

Follow me on Twitter: @NFABoston

Links: www.newfrontieradvisors.com/

Robert Michaud

Cheryl Pate

Friday, Apr 03, 2020

Cheryl Pate

portfolio manager, Angel Oak Capital

The NAVigator

Links: angeloakcapital.com/fins

Cheryl Pate

Paula Fleming

Thursday, Apr 02, 2020

Paula Fleming

chief marketing officer, Better Business Bureau of Eastern Massachusetts, Maine, Rhode Island and Vermont

The Quick Take

Follow me on Twitter: @pflemBBB; @BBBConnection

Links: www.bbb.org; https://www.bbb.org/article/news-releases/21617-cryptocurrency-is-now-second-riskiest-scam-says-bbb-scam-tracker-risk-report

Paula Fleming

Sarah Berger

Thursday, Apr 02, 2020

Sarah Berger

writer, MagnifyMoney.com

The Survey Says

Follow me on Twitter: @SarahElizBerger

Links: magnifymoney.com; www.magnifymoney.com/blog/news/survey-retirement-savings/

Sarah Berger

Ken Mahoney

Thursday, Apr 02, 2020

Ken Mahoney

chief executive officer, Mahoney Asset Management

Money Life Market Call

Follow me on Twitter: @mahoneygps

Links: www.mahoneygps.com

Ken Mahoney

Chris Zaccarelli

Thursday, Apr 02, 2020

Chris Zaccarelli

chief investment officer, Independent Advisor Alliance

The Big Interview

Follow me on Twitter: @IndependentAA

Links: WhyIAA.com;

Chris Zaccarelli

Ed Shill

Wednesday, Apr 01, 2020

Ed Shill

chief investment officer, QCI Asset Management

Money Life Market Call

Follow me on Twitter: @QCIShill

Links: www.e-qci.com

Ed Shill

Bruce Bond

Wednesday, Apr 01, 2020

Bruce Bond

chief executive officer, Innovator ETFs

The Big Interview

Follow me on Twitter: @InnovatorETFs

Links: www.innovatoretfs.com; www.innovatoretfs.com/define/

Bruce Bond

Mike Brown

Wednesday, Apr 01, 2020

Mike Brown

director of communications, LendEDU.com

The Survey Said

Follow me on Twitter: @GoLendEDU

Links: lendedu.com; lendedu.com/blog/how-coronavirus-will-impact-finances-survey/

Mike Brown
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