Friday, Jun 23, 2023
Lyle Fitterer
senior portfolio manager, Baird
The Big Interview
On Twitter: @rwbaird
Tickers Discussed :BSNSX / BSNIX
Links: bairdfunds.com
Friday, Jun 23, 2023
Rob Williams
managing director of financial planning, Charles Schwab
The Survey Said
On Twitter: @CharlesSchwab
Links: aboutschwab.com; aboutschwab.com/schwab-modern-wealth-survey-2023;
Thursday, Jun 22, 2023
Tom Lydon
Thursday, Jun 22, 2023
Aditi Javeri Gokhale
chief strategy officer/president of retail investments, Northwestern Mutual
The Survey Said
On Twitter: @NM_financial; @aditigokhale_
On LinkedIn: linkedin.com/in/aditi-javeri-gokhale-5166718/
Links: northwesternmutual.com; news.northwesternmutual.com/planning-and-progress-study-2023
Thursday, Jun 22, 2023
Alyssa Stankiewicz
research analyst, Morningstar Inc.
Off The News
On Twitter: @mstar_ESG
On LinkedIn: linkedin.com/in/alyssa-stankiewicz/
Links: morningstar.com/lp/anti-esg-funds; morningstar.com/sustainable-investing/anti-esg-fad-might-be-over-before-it-got-going; morningstar.com/sustainable-investing/whats-inside-anti-esg-funds
Thursday, Jun 22, 2023
Sam Burns
chief strategist, Mill Street Research
Money Life Market Call
On Twitter: @MillStResearch
On LinkedIn: linkedin.com/in/sam-burns-cfa-53a51a4
Links: millstreetresearch.com
Thursday, Jun 22, 2023
Kevin Rendino
portfolio manager/chief executive officer, 180 Degree Capital
Money Life Market Call
On Twitter: @180DegreeCap
Links: 180degreecapital.com
Wednesday, Jun 21, 2023
Campbell Harvey
partner/senior advisor, Research Affiliates
The Big Interview
On Twitter: @CamHarvey; @RA_Insights
Links: researchaffiliates.com; www.duke.edu/~charvey; researchaffiliates.com/publications/articles/987-odds-of-a-hard-landing
Wednesday, Jun 21, 2023
Katherine Roy
Principal, Retirement Products, Edward Jones
The Survey Said
On Twitter: @EdwardJones
On LinkedIn: linkedin.com/in/katherine-roy-retirement; linkedin.com/company/edward-jones/
Links: edwardjones.com; edwardjones.com/sites/default/files/acquiadam/2023-05/050423_AW_EJ_4Pillar_ResilientChoices_FINAL.pdf
Tuesday, Jun 20, 2023
Indrani De
global head of investment research, FTSE Russell
The Other Interview
On Twitter: @FTSERussell
On LinkedIn: linkedin.com/company/ftse/
Links: ftserussell.com; ftserussell.com/resources/russell-reconstitution