CPA/PFS, member of the American Institute of CPAs PFS Credential Committee

The Survey Says

On Twitter: @AICPA

Links: aicpa.org; www.aicpa.org/interestareas/personalfinancialplanning/community/pfptrendsurvey.html

investment analyst, New Constructs

Danger Zone

On Twitter: @NewConstructs

Links: newconstructs.com

publisher, The Robo Report

The Survey Said

On Twitter: @theroboreport

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

vice president of retirement income, Fidelity Investments

The Quick Take

On Twitter: @Fidelity

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

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

The Book Interview

On Twitter: @GannonNiall

Links: https://niallgannon.com

senior associate editor, Kiplinger's Personal Finance

The Big Interview

On Twitter: @JohnWaggoner

Links: https://www.kiplinger.com/article/investing/T041-C009-S001-best-and-worst-mutual-funds-market-correction.html?fbclid=IwAR0J8GV7qnQLBDctrF6M46WKAQLBd7SrMKMb9SZ22d5AZYHctkoBbr3c4q0

global chief economist, The Vanguard Group

The Big Interview

On Twitter: @Vanguard_Group

Links: www.vanguard.com

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

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

managing director/managing partner, Chautauqua Capital Management

The Big Interview

On Twitter: @RWBaird

Links: www.chautauquacapital.com