Ken Schapiro

Friday, Mar 15, 2019

Ken Schapiro

publisher, The Robo Report

The Survey Said

On Twitter: @theroboreport

Links: https://backendbenchmarking.com/the-robo-report

Ken Schapiro

Keith Bernhardt

Friday, Mar 15, 2019

Keith Bernhardt

vice president of retirement income, Fidelity Investments

The Quick Take

On Twitter: @Fidelity

Links: fidelity.com; https://www.fidelity.com/viewpoints/retirement/overview

Keith Bernhardt

Niall Gannon

Friday, Mar 15, 2019

Niall Gannon

author, "Tailored Wealth Management: Exploring the Cause and Effect of Financial Success"

The Book Interview

On Twitter: @GannonNiall

Links: https://niallgannon.com

Niall Gannon


Joe Davis

Thursday, Mar 14, 2019

Joe Davis

global chief economist, The Vanguard Group

The Big Interview

On Twitter: @Vanguard_Group

Links: www.vanguard.com

Joe Davis

Begonya Klumb

Thursday, Mar 14, 2019

Begonya Klumb

head of health savings accounts (HSAs), Fidelity Investments

The Big Interview

On Twitter: @Fidelity

Links: fidelity.com; https://sponsor.fidelity.com/bin-public/06_PSW_Website/documents/2019_HSA_FactSheet.pdf

Begonya Klumb

Leah Bennett

Wednesday, Mar 13, 2019

Leah Bennett

president, Westwood Wealth Management

MoneyLife Market Call

On Twitter: @leahbennett4; @Westwood_Group

Tickers Discussed :T, AMZN, FB, SMSEY; during "Hold It or Fold It:" HON, BA, GD, DIS, ABT

Links: www.westwoodgroup.com

Leah Bennett

Brian Beitner

Wednesday, Mar 13, 2019

Brian Beitner

managing director/managing partner, Chautauqua Capital Management

The Big Interview

On Twitter: @RWBaird

Links: www.chautauquacapital.com

Brian Beitner

Giorgio Caputo

Tuesday, Mar 12, 2019

Giorgio Caputo

senior fund manager and head of multi-asset strategies, J.O. Hambro Capital Management

The Big Interview

Links: www.johcm.com

Giorgio Caputo

Manny Weintraub

Tuesday, Mar 12, 2019

Manny Weintraub

principal, Integre Asset Management

MoneyLife Market Call

Tickers Discussed :HUM, LUV, EQIX; during "Hold It or Fold It:" SNX, ICE, TEN, TMO, IQV

Links: www.integream.com

Manny Weintraub
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