Monday, May 01, 2023
Craig Martin
executive director of wealth and lending, J.D. Power & Associates
The Survey Said
On Twitter: @jdpower
Links: jdpower.com/business/press-releases/2023-us-self-directed-investor-satisfaction-study
Monday, May 01, 2023
Charles Rotblut
editor, AAII Journal
Money Life at Morningstar
On Twitter: @charlesraaii
Links: aaii.com; aaii.com/sentimentsurvey
Friday, Apr 28, 2023
Christine Benz
director of personal finance and retirement planning, Morningstar Inc.
Money Life at Morningstar
On Twitter: @christine_benz
Links: morningstar.com;
Friday, Apr 28, 2023
Tara York
director of strategic initiatives, Luma Financial Technologies
Money Life at Morningstar
On Twitter: @lumafintech
On LinkedIn: linkedin.com/company/lumafintech/
Links: lumafintech.com
Thursday, Apr 27, 2023
Wade Pfau
professor of retirement income, The American College of Financial Services
Money Life at Morningstar
On Twitter: @WadePfau
Links: amazon.com/Retirement-Planning-Guidebook-Navigating-Important/dp/194564009X/
Thursday, Apr 27, 2023
Tom Lydon
Thursday, Apr 27, 2023
Joel Dickson
global head of advice methodology Vanguard
Money Life at Morningstar
On LinkedIn: linkedin.com/in/joeldickson
Thursday, Apr 27, 2023
Catherine LeGraw
partner, GMO; member of the firm's asset allocation team
Money Life at Morningstar
On Twitter: @GMOInsights
On LinkedIn: linkedin.com/company/gmo
Thursday, Apr 27, 2023
Hunter Hayes
portfolio manager, Intreid Capital
Money Life at Morningstar
On Twitter: @IntrepidCapital
Links: intrepidcapital.net
Wednesday, Apr 26, 2023
Michael Campagna
co-founder/senior investment analyst, Moerus Capital Management
Money Life at Morningstar
Links: moeruscap.com; moerusfunds.com