Wednesday, Aug 13, 2025
Mark Luschini
chief investment strategist, Janney Montgomery Scott
The Big Interview
On Twitter: @luschini_janney
Links: janney.com
Tuesday, Aug 12, 2025
Paulo Costa
senior behavioral economist, Vanguard
The Survey Said
On Twitter: @Vanguard_Group
Links: investor.vanguard.com; corporate.vanguard.com/content/dam/corp/research/pdf/the_emotional_and_time_value_of_advice.pdf
Tuesday, Aug 12, 2025
Michael Kelly
portfolio manager/global head of multi-asset, PineBridge Investments
The Big Interview
On Twitter: @PineBridge
Links: pinebridge.com/en;
Monday, Aug 11, 2025
Amanda Agati
chief investment officer, PNC Asset Management Group.
The Big Interview
On Twitter: @AmandaAgatiPNC
Links: pnc.com
Thursday, Aug 07, 2025
Derek Ober
wealth management advisor, Ober Financial (a Northwestern Mutual Private Client Group company)
The Survey Said
On Twitter: DerekOberNM; @NM_Financial
Links: northwesternmutual.com; northwesternmutual.com/financial/advisor/derek-ober; news.northwesternmutual.com/planning-and-progress-study-2025
Thursday, Aug 07, 2025
Jurrien Timmer
director of global macro, Fidelity Investments
The Big Interview
On Twitter: @TimmerFidelity
Links: fidelity.com
Wednesday, Aug 06, 2025
Chip Lupo
writer / analyst, WalletHub
The Survey Said
On Twitter: @cloop803; @wallethub
On LinkedIn: linkedin.com/company/wallethub/
Links: wallethub.com; wallethub.com/edu/d/household-debt-report/120725
Wednesday, Aug 06, 2025
Darrell Cronk
chief investment officer, Wells Fargo Wealth and Investment Management
The Big Interview
On Twitter: @WFInvesting
On LinkedIn: linkedin.com/in/darrell-cronk-cfa-4580119/
Links: wellsfargo.com; wellsfargoadvisors.com/research-analysis.htm
Wednesday, Aug 06, 2025
Jenny Harrington
chief executive officer/portfolio manager, Gilman Hill Asset Management
Money Life Market Call
On Twitter: @gilmanhill
Tickers Discussed :RHP, SBRA, IBM, SLG, VICI; during 'Quick and Dirty:' SBLK, OKE, SWKS, VTR, LYB
Links: gilmanhill.com
Tuesday, Aug 05, 2025
Nick Sargen
senior economic advisor, Fort Washington Investment Advisors
The Big Interview
On LinkedIn: linkedin.com/company/fort-washington-investment-advisors/
Links: westernsouthern.com/fortwashington; westernsouthern.com/fortwashington/about/people/leadership/nicholas-sargen