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Jennifer Fitzgerald: Making Sense of Life Insurance and Why it Matters

Jennifer Fitzgerald – PolicyGenius Jennifer is the Founder and CEO of PolicyGenius. PolicyGenius is known for being the easiest way to get insurance. Buying insurance stinks, PolicyGenius makes it better with ease and education. At PolicyGenius, she is the resident expert on insurance and financial consumer behavior. Before PolicyGenius, Jennifer was an Associate Principal at […]

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James Kostohryz: Valuing Global Markets – Where Are We Now?

James Kostohryz James has accumulated over twenty years of experience investing and trading virtually every asset class across the globe. He started his investment career as an analyst at one of the US’s largest asset management firms covering sectors as diverse as emerging markets, banking, energy, construction, real estate, metals and mining. Later, James became […]

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Todd Tresidder: How Asset Allocation Beats Stock Picking

Todd Tresidder Todd Tresidder is the man behind Financial Mentor where he helps his clients find financial freedom. Todd has been a serial entrepreneur since childhood building many businesses and retiring at age 35 from his position as a Hedge Fund Investment Manager responsible for a 20+ million dollar portfolio. Todd’s portfolio management for the […]

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Chris DeMuth Jr: Personal Investing Philosophy and Process – PLUS: Teaching Your Kids to Invest

Chris DeMuth Jr. – Rangeley Capital Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Prior to founding Rangeley Capital, Mr. DeMuth spent his career as a securities analyst for several hedge funds and proprietary trading desks with a specialty in […]

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David Stein: Personal Investing Philosophy and Process- PLUS: Portfolio Management in Turbulent Markets

David Stein – Money for the Rest of Us For close to two decades David advised and managed assets for institutions and financial planners. David was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion investment advisory firm, where he co-headed the 21-person research group. David co-founded the firm’s […]

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Shailesh Kumar: Personal Investing Philosophy, Research Process, and How Macro-Market Behavior Impacts Investing

Shailesh Kumar – Value Stock Guide Shailesh Kumar from Value Stock Guide. I first connected with Shailesh several years ago when VSG was still relatively new and have personally been a subscriber ever since.His track record as a value investor has instilled strong confidence on my part in his discipline and abilities as an investor. […]

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Cody Willard: Personal Investing Philosophy, Research Process, and Big Trends to Watch

Cody Willard Cody Willard from Trading With Cody, Scutify.com, and MarketWatch joins Brian with INVESTOR IN THE FAMILY to discuss his personal style of investing and offer some tips and best practices to help you learn to invest. Disclaimer: We own shares in Wall Street All-Stars, LLC which is the parent company of Scutify.com.

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