Christopher Mizer

Wednesday, May 03, 2023

Christopher Mizer

founder, Vivaris Capital

The Big Interview

On Twitter: @vivariscapital

Links: vivariscapital.com

Christopher Mizer

Willie Delwiche

Tuesday, May 02, 2023

Willie Delwiche

investment strategist, Hi Mount Research

Talking Technicals

On Twitter: @williedelwiche

On LinkedIn: linkedin.com/in/william-delwiche-cmt-cfa-35a7a936/

Links: himountresearch.com

Willie Delwiche

Craig Martin

Monday, May 01, 2023

Craig Martin

executive director of wealth and lending, J.D. Power & Associates

The Survey Said

On Twitter: @jdpower

Links: jdpower.com/business/press-releases/2023-us-self-directed-investor-satisfaction-study

Craig Martin

Charles Rotblut

Monday, May 01, 2023

Charles Rotblut

editor, AAII Journal

Money Life at Morningstar

On Twitter: @charlesraaii

Links: aaii.com; aaii.com/sentimentsurvey

Charles Rotblut

Christine Benz

Friday, Apr 28, 2023

Christine Benz

director of personal finance and retirement planning, Morningstar Inc.

Money Life at Morningstar

On Twitter: @christine_benz

Links: morningstar.com;

Christine Benz

Tara York

Friday, Apr 28, 2023

Tara York

director of strategic initiatives, Luma Financial Technologies

Money Life at Morningstar

On Twitter: @lumafintech

On LinkedIn: linkedin.com/company/lumafintech/

Links: lumafintech.com

Tara York

Thursday, Apr 27, 2023

Hunter Hayes

portfolio manager, Intreid Capital

Money Life at Morningstar

On Twitter: @IntrepidCapital

Links: intrepidcapital.net


Thursday, Apr 27, 2023

Catherine LeGraw

partner, GMO; member of the firm's asset allocation team

Money Life at Morningstar

On Twitter: @GMOInsights

On LinkedIn: linkedin.com/company/gmo

Links: gmo.com; gmo.com/americas/research-library/


Joel Dickson

Thursday, Apr 27, 2023

Joel Dickson

global head of advice methodology Vanguard

Money Life at Morningstar

On LinkedIn: linkedin.com/in/joeldickson

Links: vanguard.com; advisors.vanguard.com/advisors-home

Joel Dickson

Wade Pfau

Thursday, Apr 27, 2023

Wade Pfau

professor of retirement income, The American College of Financial Services

Money Life at Morningstar

On Twitter: @WadePfau

Links: amazon.com/Retirement-Planning-Guidebook-Navigating-Important/dp/194564009X/

Wade Pfau
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