Josh Brown

Tuesday, Oct 01, 2024

Josh Brown

author "You Weren’t Supposed to See That;" chief executive officer, Ritholtz Wealth Management

The Big Interview

On Twitter: @Downtown

Links: ritholtzwealth.com

Josh Brown

Gil Baumgarten

Tuesday, Oct 01, 2024

Gil Baumgarten

founder / president, Segment Wealth Management

Money Life Market Call

On LinkedIn: linkedin.com/in/gil-baumgarten/

Links: segmentwm.com; gilbaumgarten.com

Gil Baumgarten

Nicholas Brooks

Tuesday, Oct 01, 2024

Nicholas Brooks

head of economic and investment research, ICG

The Big Interview

On LinkedIn: linkedin.com/in/nicholas-brooks-4738a927/

Links: icgam.com

Nicholas Brooks

Kristine Stevenson

Monday, Sep 30, 2024

Kristine Stevenson

principal, Proverbs 1616 LLC

Introducing a new sponsor

Links: proverbs1616.com;

Kristine Stevenson

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

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

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

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
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