Phillip Buchanon

Thursday, Apr 23, 2015

Phillip Buchanon

author, "New Money: Staying Rich"

The Big Interview

On Twitter: @PhillipBuchanon

Links: octocanon.com

Phillip Buchanon

Rebekah Barsch

Thursday, Apr 23, 2015

Rebekah Barsch

vice president of planning and sales, Northwestern Mutual.

The Survey Says

Links: https://www.northwesternmutual.com/about-us/studies/planning-and-progress-2015-study

Rebekah Barsch

Brad Thomas

Wednesday, Apr 22, 2015

Brad Thomas

editor, Forbes Real Estate Investor

MoneyLife Market Call

On Twitter: @swan_investor

Tickers Discussed :VTR, O; during "Hold It or Fold It:" SKT, TCO, BXMT, SOHO, WHLR

Links: ireitinvestor.com

Brad Thomas

Lou Harvey

Wednesday, Apr 22, 2015

Lou Harvey

president, DALBAR Inc.

MoneyLife Market Call

On Twitter: @DalbarInc

Links: www.dalbar.com; www.qaib.com

Lou Harvey


Jim Lowell

Tuesday, Apr 21, 2015

Jim Lowell

editor, The Fidelity Investor

MoneyLife Market Call

On Twitter: @Jim_Lowell

Tickers Discussed :FIGFX, FLPSX, FBGRX; during "Hold It or Fold It:" FSRRX, FAGIX, FSEMX, FSSPX, FDGRX, FSPHX

Links: www.fidelityinvestor.com

Jim Lowell

Alan Gayle

Tuesday, Apr 21, 2015

Alan Gayle

senior investment strategist/director of asset allocation, RidgeWorth Investments

The Big Interview

On Twitter: @Ridgeworth

Links: ridgeworth.com

Alan Gayle

Carl Richards

Monday, Apr 20, 2015

Carl Richards

author, "The One-Page Financial Plan"

The Big Interview

On Twitter: @behaviorgap

Links: www.behaviorgap.com; www.onepagefinancialplan.com

Carl Richards

Winnie Sun

Monday, Apr 20, 2015

Winnie Sun

managing partner, Sun Group Wealth Partners

Economy Watch

On Twitter: @SunGroupWP

Links: www.sungroupwp.com; www.corporate529.com

Winnie Sun

John Reese

Friday, Apr 17, 2015

John Reese

chief executive officer, Validea Inc.

The Big Interview

On Twitter: @guruinvestor

Tickers Discussed : FL, SSL, WAB; during "Hold It or Fold It:" AAPL, MNST, BRLI, SNA, VDSI

Links: www.validea.com; valideacapital.com

John Reese
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