Tuesday, Jun 27, 2023
Brett Wander
chief investment officer for fixed income strategies, Schwab Asset Management
The Big Interview
On Twitter: @CharlesSchwab
On LinkedIn: linkedin.com/in/brettwander/
Tuesday, Jun 27, 2023
Joe Rinaldi
president/chief financial officer, Quantum Financial Advisors
Money Life Market Call
On Twitter: @QuantumAdvisor
Tickers Discussed :AAPL, MSFT, LNG
Links: qfainc.com
Monday, Jun 26, 2023
Greg McBride
chief financial analyst, BankRate.com
The Survey Said
On Twitter: @BankRateGreg
Links: bankrate.com; bankrate.com/banking/ savings/emergency-savings-report/
Friday, Jun 23, 2023
Tracy Coenen
founder, Sequence Inc. Forensic Accounting
Find Me The Money
Links: findmethemoney.com; fraudcoach.com
Friday, Jun 23, 2023
Mickey Schleien
managing director for equity research, Ladenburg Thalmann and Co.
The NAVigator
On Twitter: @LadenburgLTS
Tickers Discussed :ORCC
Links: ladenburg.com
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
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
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