Ian Mortimer

Tuesday, Mar 19, 2019

Ian Mortimer

manager, Guiness Atkinson Global Innovators fund

MoneyLife Market Call

Tickers Discussed :TCEHU, KLAC, EDU, PYPL, NVDA; during "Hold It or Fold It:" CVS, AMAT, SBGSF, ABBV, AMZN

Links: gafunds.com

Ian Mortimer

Terri Spath

Monday, Mar 18, 2019

Terri Spath

chief investment officer, Sierra Mutual Funds

The Big Interview

Links: www.sierrainvestment.com;

Terri Spath

Eddie Ghabour

Monday, Mar 18, 2019

Eddie Ghabour

author, "The Common-Sense Bull"

The Book Interview

On Twitter: @commonsensebull

Links: thecommonsensebull.com

Eddie Ghabour

Leonard Wright

Monday, Mar 18, 2019

Leonard Wright

CPA/PFS, member of the American Institute of CPAs PFS Credential Committee

The Survey Says

On Twitter: @AICPA

Links: aicpa.org; www.aicpa.org/interestareas/personalfinancialplanning/community/pfptrendsurvey.html

Leonard Wright

Kyle Guske

Monday, Mar 18, 2019

Kyle Guske

investment analyst, New Constructs

Danger Zone

On Twitter: @NewConstructs

Links: newconstructs.com

Kyle Guske

Ken Schapiro

Friday, Mar 15, 2019

Ken Schapiro

publisher, The Robo Report

The Survey Said

On Twitter: @theroboreport

Links: https://backendbenchmarking.com/the-robo-report

Ken Schapiro

Keith Bernhardt

Friday, Mar 15, 2019

Keith Bernhardt

vice president of retirement income, Fidelity Investments

The Quick Take

On Twitter: @Fidelity

Links: fidelity.com; https://www.fidelity.com/viewpoints/retirement/overview

Keith Bernhardt

Niall Gannon

Friday, Mar 15, 2019

Niall Gannon

author, "Tailored Wealth Management: Exploring the Cause and Effect of Financial Success"

The Book Interview

On Twitter: @GannonNiall

Links: https://niallgannon.com

Niall Gannon


Joe Davis

Thursday, Mar 14, 2019

Joe Davis

global chief economist, The Vanguard Group

The Big Interview

On Twitter: @Vanguard_Group

Links: www.vanguard.com

Joe Davis
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