Friday, Apr 10, 2020
Jerremy Newsom
Follow me on Twitter: @newsomenuggets
Links: jerremynewsome.com
Friday, Apr 10, 2020
Andrew Foster
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
Thursday, Apr 09, 2020
Jason Brady
chief executive officer, Thornburg Investment Management
The Big Interview
Follow me on Twitter: @ThornburgFunds
Links: thornburg.com
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/
Wednesday, Apr 08, 2020
Nick Niziolek
co-chief investment officer, Calamos Investments
The Big Interview
Follow me on Twitter: @calamos
Links: calamos.com
Wednesday, Apr 08, 2020
Kathy Boyle
president, Chapin Hill Advisors
Money Life Market Call
Follow me on Twitter: @ChapinHillAdv
Links: www.chapinhill.com
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/
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
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
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
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
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
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
Friday, Apr 03, 2020
Jim Welsh
macro strategist and portfolio manager, Smart Portfolios
Technical Difficulties
Follow me on Twitter: @JimWelshMacro
Links: smartportfolios.com
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
Friday, Apr 03, 2020
Robert Michaud
chief financial officer, New Frontier Advisors
The Big Interview
Follow me on Twitter: @NFABoston
Links: www.newfrontieradvisors.com/
Friday, Apr 03, 2020
Cheryl Pate
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
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/
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
Thursday, Apr 02, 2020
Chris Zaccarelli
chief investment officer, Independent Advisor Alliance
The Big Interview
Follow me on Twitter: @IndependentAA
Links: WhyIAA.com;
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
Wednesday, Apr 01, 2020
Bruce Bond
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/