Dr. Sean Stein Smith

Friday, Apr 13, 2018

Dr. Sean Stein Smith

member, American Institute of CPAs National CPA Financial Literacy Commission

The Survey Said

On Twitter: @SeanSteinSmith

Links: https://www.aicpa.org/content/aicpa/press/pressreleases/2018/nearly-half-of-americans-say-id-theft-likely-to-cause-them-finan.html

Dr. Sean Stein Smith

Brock Moseley

Thursday, Apr 12, 2018

Brock Moseley

partner, Miracle Mile Advisors

MoneyLife Market Call

On Twitter: @mirmileadvisors

Links: miraclemileadvisors.com

Brock Moseley

Thursday, Apr 12, 2018

Michael Micheletti

director of corporate communications, Unison

The Survey Said

On Twitter: @michelettisf; @unison

Links: unison.com; https://www.unison.com/blog/home-affordability-2018/


Jeffrey DeMaso

Wednesday, Apr 11, 2018

Jeffrey DeMaso

director of research, Adviser Investments

MoneyLife Market Call

Links: http://adviserinvestments.com

Jeffrey DeMaso

Axel Merk

Wednesday, Apr 11, 2018

Axel Merk

president and chief investment officer, Merk Funds and Merk Investments

The Big Interview

On Twitter: @AxelMerk

Links: merkinvestments.com; merkfunds.com; merkinvestments.com/newsletter

Axel Merk

Mike Foy

Wednesday, Apr 11, 2018

Mike Foy

director of the wealth management practice, J.D. Power

The Survey Said

On Twitter: @jdpower

Links: jdpower.com; http://www.jdpower.com/press-releases/jd-power-2018-us-full-service-investor-satisfaction-study

Mike Foy

Kevin Miller

Tuesday, Apr 10, 2018

Kevin Miller

chief investment officer, E-Valuator Funds

Money Life Market Call

On Twitter: @TheE_Valuator

Links: evaluatorfunds.com

Kevin Miller

Robert Barba

Tuesday, Apr 10, 2018

Robert Barba

Robert Barba

Mark Yusko

Monday, Apr 09, 2018

Mark Yusko

chief investment officer, Morgan Creek Asset Management

MoneyLife Market Call

On Twitter: @MarkYusko

Links: morgancreekcap.com

Mark Yusko

Maura Cassidy

Monday, Apr 09, 2018

Maura Cassidy

vice president of retirement, Fidelity Investments

The Survey Said

On Twitter: @Fidelity

Links: fidelity.com; https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/VP/procrastination-study.pdf

Maura Cassidy
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