Wednesday, May 03, 2023
Christian Munafo
chief investment officer, Liberty Street Advisors
The NAVigator
On LinkedIn: linkedin.com/in/christian-munafo-0048235; linkedin.com/company/the-private-shares-fund/
Links: privatesharesfund.com
Wednesday, May 03, 2023
James Nelson
author, 'The Insider's Edge to Real Estate Investing'
The Book Interview
Links: jamesnelson.com; avisonyoung.com
Tuesday, May 02, 2023
Willie Delwiche
investment strategist, Hi Mount Research
Talking Technicals
On Twitter: @williedelwiche
On LinkedIn: linkedin.com/in/william-delwiche-cmt-cfa-35a7a936/
Links: himountresearch.com
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
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