David Rosenstrock

Monday, Sep 30, 2024

David Rosenstrock

director of investments and financial planning, Wharton Wealth Planning

Money Life Market Call

Tickers Discussed :DGRW, VYM; during "Quick and Dirty:" VNQ, VBR, WFQRX, IDLV, BAR

Links: whartonwealthplanning.com

David Rosenstrock

Nick Elfner

Monday, Sep 30, 2024

Nick Elfner

co-head of research, Breckinridge Capital Advisors

The Big Interview

On Twitter: @BreckCap

On LinkedIn: linkedin.com/in/nicholas-elfner-b023b510; linkedin.com/company/breckinridge-capital-advisors/

Links: breckinridge.com

Nick Elfner

Kevin Simpson

Friday, Sep 27, 2024

Kevin Simpson

co-founder/chief investment officer, Capital Wealth Planning

Money Life Market Call

On Twitter: @coveredcalls; @cwp_advisor

On LinkedIn: linkedin.com/in/kevinsimpsoncwp/

Tickers Discussed :MSFT, AAPL, TJX; during "Quick and Dirty:" GS, PG, AMGN, DE, CLF

Links: capitalwealthplanning.com/

Kevin Simpson

John Cole Scott

Friday, Sep 27, 2024

John Cole Scott

president, Closed-End Fund Advisors; chairman, Active Investment Company Alliance

The NAVigator

On Twitter: @JohnColeScott

Tickers Discussed :NFJ, BGY, EDD, WIW

Links: cefadvisors.com; cefdata.com

John Cole Scott

Christine Benz

Friday, Sep 27, 2024

Christine Benz

director of personal finance and retirement planning, Morningstar Inc.

The Big Interview

On Twitter: @christine_benz

Links: morningstar.com; morningstar.com/retirement/how-retire-tips-entering-retirement

Christine Benz

Anthony Pompliano

Thursday, Sep 26, 2024

Anthony Pompliano

author, "How to Live an Extraordinary Life"

The Book Interview

On Twitter: @apompliano

Links: readextraordinarylife.com; anthonypompliano.com/

Anthony Pompliano

Phillip Wool

Thursday, Sep 26, 2024

Phillip Wool

head of research, Rayliant Global Advisors

The Big Interview

On Twitter: @Rayliant

Links: rayliant.com

Phillip Wool

Thad Davis

Thursday, Sep 26, 2024

Thad Davis

president / chief executive officer, Aureus Asset Management

Money Life Market Call

Tickers Discussed :ORLY, ASHTF, ERFSF; during "Quick and Dirty:" ABT, BKNG, LULU, CRM, ADSK

Links: aureus-asset.com

Thad Davis

Wednesday, Sep 25, 2024

Margie Omero

pollster, GBAO

The Survey Said

On Twitter: @MargieOmero

On LinkedIn: linkedin.com/in/margie-omero-80a559/

Links: aarp.org/hereconomy


David Miller

Wednesday, Sep 25, 2024

David Miller

co-founder, Catalyst Mutual Funds

Money Life Market Call

On Twitter: @catalystMF

Tickers Discussed :MSFT, GOOG; during "Quick and Dirty:" CELH, ADC, BKNG, ATKR, FNV)

Links: catalystmf.com

David Miller
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