Jean Statler

Thursday, Apr 30, 2020

Jean Statler

chief executive officer, Alliance for Lifetime Income

The Survey Said

On Twitter: @JeanStatlerALI; @alincome

Links: www.AllianceForLifetimeIncome.org; https://a8836856ef.nxcli.net/pdfs/Retirement-Reset-Report-4-8-20.pdf

Jean Statler

Sarah Ketterer

Wednesday, Apr 29, 2020

Sarah Ketterer

chief executive officer, Causeway Capital Management

The Big Interview

Links: www.causewaycap.com

Sarah Ketterer

Christine Benz

Wednesday, Apr 29, 2020

Christine Benz

director of personal finance, Morningstar Inc.

The Big Interview

On Twitter: @christine_benz

Links: www.morningstar.com

Christine Benz

Tom McIntyre

Wednesday, Apr 29, 2020

Tom McIntyre

president, McIntyre, Freedman & Flynn

Money Life Market Call

Links: www.mcintyreinvestments.net

Tom McIntyre

Jeff Lipton

Wednesday, Apr 29, 2020

Jeff Lipton

managing director/head of municipal research and strategy, Oppenheimer & Co.

The Quick Take

Links: oppenheimer.com

Jeff Lipton

Matt Schulz

Wednesday, Apr 29, 2020

Matt Schulz

Matt Schulz

Billy Hensley

Tuesday, Apr 28, 2020

Billy Hensley

president / chief executive officer, National Endowment for Financial Education

The Survey Said

On Twitter: @DrBillyHensley; @NEFE_ORG

Links: www.nefe.org; https://www.nefe.org/research/research-projects/consumer-poll/2020/covid-19-concerns-survey.aspx

Billy Hensley

Dmitriy Katsnelson

Tuesday, Apr 28, 2020

Dmitriy Katsnelson

deputy chief investment officer, Wealthspire Advisors

The Big Interview

On Twitter: @Wealthspire

Links: wealthspire.com

Dmitriy Katsnelson

Zach Jonson

Tuesday, Apr 28, 2020

Zach Jonson

chief investment officer, Stack Financial Management

Technical Difficulties

Links: www.stackfinancialmanagement.com

Zach Jonson

Eric Clark

Tuesday, Apr 28, 2020

Eric Clark

portfolio manager, Rational Dynamic Brands fund

Money Life Market Call

On Twitter: @thebrandindex

Tickers Discussed :ZM, AMT, ABT, JNJ, MRK, MSFT, COST, MAR, LYV, HLT; during "Hold It or Fold It:" AMZN, BRK.B, ACN, WORK, ROKU

Links: http://rationalmf.com/funds/rational-dynamic-brands-fund/

Eric Clark
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