Tuesday, Dec 31, 2024

Rita Assaf

vice president of retirement products, Fidelity Investments

The Survey Said

On Twitter: @Fidelity

Links: fidelity.com; preview.thenewsmarket.com/Previews/FINP/DocumentAssets/684283.pdf


Stephen Foerster

Monday, Dec 30, 2024

Stephen Foerster

author, "Trailblazers, Heroes & Crooks: Stories to Make You a Smarter Investor"

The Book Interview

On LinkedIn: linkedin.com/in/stephen-foerster-26b85319/

Links: stephenrfoerster.com

Stephen Foerster

John Cole Scott

Friday, Dec 27, 2024

John Cole Scott

president, Closed-End Fund Advisors; chairman, Active Investment Company Alliance

The NAVigator

On Twitter: @JohnColeScott

Tickers Discussed :EOD, SABA, NMCO, TBLD, GSBD

Links: cefadvisors.com; cefdata.com

John Cole Scott

Matt Hougan

Friday, Dec 27, 2024

Matt Hougan

chief investment officer, Bitwise Asset Management

The Big Interview

On Twitter: @Matt_Hougan

Links: bitwiseinvestments.com;

Matt Hougan

Aniket Ullal

Friday, Dec 27, 2024

Aniket Ullal

head of ETF data and analytics, CFRA

Money Life Market Call

On Twitter: @aniketcfra

Tickers Discussed :IAI, KRE, KBWB, ARKF, XSW; during "Quick and Dirty:" OUSM, ICLN, MSOS, IEO, PPA

Links: advisor.marketscope.com; cfraresearch.com

Aniket Ullal

Patti Brennan

Friday, Dec 27, 2024

Patti Brennan

Patti Brennan

Kevin Roth

Thursday, Dec 26, 2024

Kevin Roth

head of research, CFB Board of Standards

The Survey Said

On Twitter: @CFPBoard

On LinkedIn: linkedin.com/in/kevinaroth/

Links: cfp.net; cfp.net/knowledge/reports-and-statistics/consumer-surveys/debt-and-new-years-resolution-report

Kevin Roth

Thursday, Dec 26, 2024

Teralyn Pilgrim

author, "No Scrap Left Behind: My Life Without Food Waste"

The Book Interview

On Twitter: @teralynpilgrim

On LinkedIn: linkedin.com/in/teralyn-pilgrim-ab3589186/

Links: teralynpilgrim.weebly.com


Todd Rosenbluth

Thursday, Dec 26, 2024

Todd Rosenbluth

head of research, VettaFi

ETF of the Week

On Twitter: @ToddRosenbluth; @Vetta_Fi

Links: vettafi.com

Todd Rosenbluth

Sam Fleming

Thursday, Dec 26, 2024

Sam Fleming

co-founder / chief technology officer, Moat Metrics

Money Life Market Call

On LinkedIn: linkedin.com/in/sam-fleming-9591193; linkedin.com/company/moat-metrics/posts/?feedView=all

Tickers Discussed :Michaela Morales

Links: moatmetrics.com

Sam Fleming
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