Thursday, Dec 21, 2023
Brian James
director of investments, Ullmann Wealth Partners
Money Life Market Call
On LinkedIn: linkedin.com/company/ullmann-financial-group; linkedin.com/in/brian-james-cpwa%C2%AE-32ba98104/
Links: ullmannwealthpartners.com
Thursday, Dec 21, 2023
Dan Fuss
vice chairman, Loomis Sayles & Co.
The Big Interview
On Twitter: @loomissayles
Links: loomissayles.com
Wednesday, Dec 20, 2023
Garry Evans
chief asset allocation strategist, BCA Research
The Big Interview
On Twitter: @garry_evans; @bcaresearch
On LinkedIn: linkedin.com/company/bca-research
Links: bcaresearch.com
Wednesday, Dec 20, 2023
Catherine Collinson
president, Transamerica Center for Retirement Studies
The Survey Said
On Twitter: @Cath_Collinson; @TCRStudies
Links: transamericacenter.org; transamericainstitute.org/docs/default-source/research/23-facts-about-women-retirement-outlook-report-november-2023.pdf
Wednesday, Dec 20, 2023
Hank Smith
head of investment strategy, The Haverford Trust Co.
Money Life Market Call
Tickers Discussed :PEP, JPM, BLK, DG; during "Quick and Dirty:" HD, HON, UNH, LMT, HSY
Links: haverfordquality.com; haverfordquality.com/about/our-team/henry-smith/
Tuesday, Dec 19, 2023
Jon Wolfenbarger
founder/chief executive officer, BullAndBearProfits.com
Money Life Market Call
On Twitter: @JonWolfenbarger
On LinkedIn: linkedin.com/in/jjjjjjwwww
Links: bullandbearprofits.com
Tuesday, Dec 19, 2023
Jason Callan
portfolio manager, Columbia Threadneedle Investments
The Big Interview
On Twitter: @CTInvest_US
On LinkedIn: linkedin.com/in/jason-callan-48025124/
Links: columbiathreadneedleus.com; columbiathreadneedleus.com/investor/investment-products/mutual-funds/Columbia-Strategic-Income-Fund/Class-Institutional3/details/?cusip=19766M345
Tuesday, Dec 19, 2023
Rebecca Edwards
lead safety reporter, SafeWise
Off The News
On Twitter: @SafeWise
Links: safewise.com; safewise.com/blog/metro-areas-porch-theft/
Monday, Dec 18, 2023
Doug Ramsey
chief investment officer, The Leuthold Group
The Big Interview
On Twitter: @LeutholdGroup
Links: leutholdgroup.com; leutholdfunds.com
Monday, Dec 18, 2023
Tom Hancock
portfolio manager, GMO U.S. Quality ETF (QLTY)
Money Life Market Call
On Twitter: @GMOInsights
On LinkedIn: linkedin.com/company/gmo/
Links: gmo.com; gmo.com/americas/product-index-page/equities/u.s.-quality-strategy/gmo-u.s.-quality-etf?accept=Funds; gmo.com/americas/research-library/gmo-quality-for-the-long-term-and-today_insights/