Thursday, Jul 15, 2021
Brent Schutte
chief investment strategist, Northwestern Mutual Wealth Management Co.
The Big Interview
On Twitter: @Brent_Schutte; @NM_News
Wednesday, Jul 14, 2021
Catherine Golladay
head of workplace financial services, Charles Schwab & Co.
The Survey Said
On Twitter: @CharlesSchwab; @CGolladayCS
Links: schwab.com; https://www.businesswire.com/news/home/20210623005026/en/Schwab-401-k-Survey-Shows-Sharp-Increase-in-Confidence-and-Demand-for-Financial-Advice
Wednesday, Jul 14, 2021
Bryan Koslow
president, Clarus Group
Money Life Market Call
On Twitter: @koslowcpa
Tickers Discussed :IHI, KRE, KIE; during "Quick and Dirty:" VTI, IWF, IHF, XAR, PFF
Links: clarusfinancial.com
Wednesday, Jul 14, 2021
Zachary Karabell
president, RiverTwice Research; author, "Inside Money: Brown Brothers Harriman and the American Way of Power"
The Big Interview
On Twitter: @zacharykarabell
Tuesday, Jul 13, 2021
Alia Dudum
personal financial analyst, LendingClub
The Survey Said
On Twitter: @Adudum
Links: lendingclub.com; https://www.pymnts.com/study/paycheck-to-paycheck-consumer-finances-american-households/
Tuesday, Jul 13, 2021
Zachary Karabell
president, RiverTwice Capital; author, "Inside Money: Brown Brothers Harriman and the American Way of Power"
The Book Interview
On Twitter: @zacharykarabell
Monday, Jul 12, 2021
Stan Treger
behavioral scientist, Morningstar
The Quick Take
On Twitter: @MorningstarInc
Links: morningstar.com; morningstar.com/articles/1043406/who-wants-cryptocurrency-in-their-retirement-plan
Monday, Jul 12, 2021
Rick Bookstaber
founder/chief risk officer, Fabric RQ
The Big Interview
On Twitter: @FabricRisk
Links: fabricrisk.com/
Monday, Jul 12, 2021
Kyle Guske
investment analyst, New Constructs
The Danger Zone
On Twitter: @NewConstructs
Tickers Discussed :FDLSX
Links: newconstructs.com
Monday, Jul 12, 2021
Charlie Bobrinskoy
vice chairman, head of investment group, portfolio manager, Ariel Investments
Money Life Market Call
On Twitter: @ArielInvests
Tickers Discussed :BWA, MSGE, BX, KKR; during "Quick and Dirty:" TM, BIO, WBA, SWK, SCS
Links: www.arielinvestments.com