Lynette Khalfani-Cox

Monday, Jan 29, 2024

Lynette Khalfani-Cox

founder, TheMoneyCoach.net; author, "Bounce Back: The Ultimate Guide to Financial Resilience"

The Other Interview

On LinkedIn: linkedin.com/in/lynnettekhalfanicox/

Lynette Khalfani-Cox

Hamish Preston

Friday, Jan 26, 2024

Hamish Preston

director, U.S. equity indices, S&P Dow Jones Indices

Off The News

On Twitter: @SPDJIndices

Links: spglobal.com; spglobal.com/spdji/en/research-insights/performance-reports/

Hamish Preston

Friday, Jan 26, 2024

Roxanna Islam

head of sector and industry research, VettaFi

The NAVigator

On Twitter: @RoxannaIslam; @Vetta_Fi

Tickers Discussed :PCEF, XMPT, YYY, CEFS, FCFS, CCEF

Links: vettafi.com


Jenny Naughton

Friday, Jan 26, 2024

Jenny Naughton

executive vice president, Chubb Personal Risk Services

The Survey Said

On Twitter: @Chubb

Links: chubb.com; chubb.com/us-en/individuals-families/agent-marketing/mindsets-of-the-wealthy.html

Jenny Naughton

Brett Ewing

Thursday, Jan 25, 2024

Brett Ewing

chief market strategist, First Franklin Financial Services

The Big Interview

On Twitter: @firstfranklin

On LinkedIn: linkedin.com/in/brett-f-ewing

Links: firstfranklinfs.com

Brett Ewing

Michael Young

Thursday, Jan 25, 2024

Michael Young

director of education and outreach, Sustainable Investment Forum

The Big Interview

On Twitter: @US_SIF

On LinkedIn: linkedin.com/in/mmyoung; linkedin.com/company/us-sif/

Links: ussif.org; esgtruths.com

Michael Young

Todd Jones

Thursday, Jan 25, 2024

Todd Jones

chief investment officer, Gratus Capital

Money Life Market Call

On Twitter: @GratusCapital

On LinkedIn: linkedin.com/company/gratus-capital-management

Links: gratuscapital.com

Todd Jones

Brian Allen

Thursday, Jan 25, 2024

Brian Allen

senior vice president/chief investment officer, CS McKee

The Big Interview

On LinkedIn: linkedin.com/company/csmckee/

Links: csmckee.com

Brian Allen

William Smead

Thursday, Jan 25, 2024

William Smead

manager, Smead Value (SMVLX)

Money Life Market Call

On Twitter: @smeadcap

Links: smeadcap.com

William Smead

Kevin Mahn

Wednesday, Jan 24, 2024

Kevin Mahn

president/chief investment officer, Hennion & Walsh Asset Management

The Big Interview

On Twitter: @HennionandWalsh; @KMahnHW

Links: hennionandwalsh.com

Kevin Mahn
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