Josh Strauss

Thursday, Nov 12, 2015

Josh Strauss

manager, Appleseed Fund (APPLX)

MoneyLife at Schwab IMPACT 2015

Links: www.appleseedfund.com

Josh Strauss

Tony Davidow

Thursday, Nov 12, 2015

Tony Davidow

Alternative Beta and Asset Allocation Strategist, Schwab Center for Financial Research

MoneyLife at Schwab IMPACT 2015

On Twitter: @CharlesSchwab

Links: https://www.csimfunds.com/public/file/P-7925635; https://www.csimfunds.com/public/file/P-7692881

Tony Davidow

Mark Hamilton

Thursday, Nov 12, 2015

Mark Hamilton

chief investment officer of asset allocation, OppenheimerFunds

MoneyLife at Schwab IMPACT 2015

On Twitter: @OppFunds

Links: https://www.oppenheimerfunds.com/investors/article/global-multi-asset-monthly-overweight-euro-equities

Mark Hamilton

Kevin Lorenz

Thursday, Nov 12, 2015

Kevin Lorenz

manager of the TIAA-CREF High-Yield Bond Fund (TIYRX)

MoneyLife at Schwab IMPACT 2015

On Twitter: @TC_Talks

Links: tiaa-cref.org; https://www.tiaa-cref.org/public/pdf/A326121_532802-High-Yield-Investment.pdf

Kevin Lorenz

Mike McGlone

Thursday, Nov 12, 2015

Mike McGlone

Mike McGlone

Dan Wiener

Wednesday, Nov 11, 2015

Dan Wiener

editor, The Independent Adviser for Vanguard Investors

MoneyLife Market Call

On Twitter: @DanWiener

Links: adviseronline.com; adviserinvestments.com

Dan Wiener

Joe Rotunda

Wednesday, Nov 11, 2015

Joe Rotunda

Director of the Enforcement Division of the Texas State Securities Board

The Big Interview

On Twitter: @NASAA_News; @TxSSB

Links: http://www.nasaa.org/38013/informed-investor-advisory-the-next-big-thing/

Joe Rotunda

Brock Moseley

Tuesday, Nov 10, 2015

Brock Moseley

partner, Miracle Mile Advisors

MoneyLife Market Call

On Twitter: @mirmileadvisors

Tickers Discussed :XLF, XLE; during "Hold It or Fold It": CRBQ, HEDJ, FM, VIS, PFF, FPE

Links: miraclemileadvisors.com

Brock Moseley

Phil Moeller

Monday, Nov 09, 2015

Phil Moeller

co-author, “Get What’s Yours”

The Big Interview

On Twitter: @philmoeller

Links: www.getwhatsyours.org

Phil Moeller

Alan Gayle

Monday, Nov 09, 2015

Alan Gayle

senior investment strategist/director of asset allocation, RidgeWorth Investments

The Big Interview

On Twitter: @Ridgeworth

Links: ridgeworth.com

Alan Gayle
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