Friday, Jan 03, 2025
John Cole Scott
president, Closed-End Fund Advisors; chairman, Active Investment Company Alliance
The NAVigator
On Twitter: @JohnColeScott
Links: cefadvisors.com; cefdata.com
Tuesday, Dec 31, 2024
Jim Lee
Tuesday, Dec 31, 2024
Rita Assaf
vice president of retirement products, Fidelity Investments
The Survey Said
On Twitter: @Fidelity
Links: fidelity.com; preview.thenewsmarket.com/Previews/FINP/DocumentAssets/684283.pdf
Tuesday, Dec 31, 2024
Dana Miranda
author, "You Don't Need a Budget"
The Book Interview
On LinkedIn: linkedin.com/in/justdanamiranda/
Links: healthyrich.co; youdontneedabudget.com
Monday, Dec 30, 2024
Stephen Foerster
author, "Trailblazers, Heroes & Crooks: Stories to Make You a Smarter Investor"
The Book Interview
On LinkedIn: linkedin.com/in/stephen-foerster-26b85319/
Links: stephenrfoerster.com
Friday, Dec 27, 2024
Matt Hougan
chief investment officer, Bitwise Asset Management
The Big Interview
On Twitter: @Matt_Hougan
Links: bitwiseinvestments.com;
Friday, Dec 27, 2024
Patti Brennan
author, "Am I Going to Be Okay?"
The Book Interview
On LinkedIn: linkedin.com/in/keyfinancialinc/
Links: pattibrennan.com; amazon.com/Going-Okay-Intelligence-Actionable-Questions/dp/1946633569/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=&sr=
Friday, Dec 27, 2024
Aniket Ullal
head of ETF data and analytics, CFRA
Money Life Market Call
On Twitter: @aniketcfra
Tickers Discussed :IAI, KRE, KBWB, ARKF, XSW; during "Quick and Dirty:" OUSM, ICLN, MSOS, IEO, PPA
Friday, Dec 27, 2024
John Cole Scott
president, Closed-End Fund Advisors; chairman, Active Investment Company Alliance
The NAVigator
On Twitter: @JohnColeScott
Tickers Discussed :EOD, SABA, NMCO, TBLD, GSBD
Links: cefadvisors.com; cefdata.com
Thursday, Dec 26, 2024
Kevin Roth
head of research, CFB Board of Standards
The Survey Said
On Twitter: @CFPBoard
On LinkedIn: linkedin.com/in/kevinaroth/
Links: cfp.net; cfp.net/knowledge/reports-and-statistics/consumer-surveys/debt-and-new-years-resolution-report