IN THE NASDAQ

Tracy Byrnes, vice president of women & investing at Lebenthal Global Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss the benefits of maintaining and updating a financial plan.

Paula Campbell Roberts, chief investment strategist for global wealth at KKR, sits down with InvestmentNews anchor Gregg Greenberg to discuss how adding private market assets strengthens a model portfolio.

Alex Grassino, global chief economist at Manulife Investment Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss his Federal Reserve forecast, as well as his optimistic outlook for the markets and economy in 2026.

Shelly Meerovitch, head of global families wealth strategies at Bernstein Private Wealth Management explains how, why and where high-net-worth US families are booking assets abroad.

Travis Prentice, CIO of The Informed Momentum Company, sits down with InvestmentNews anchor Gregg Greenberg to explain why mixing momentum factors and fundamental analysis makes for a winning combination.

Ronnie Cox, investment director at Human Interest Advisors highlights decumulation strategies in retirement.

Mike Downing, co-president of Athene USA, sits down with InvestmentNews anchor Gregg Greenberg to discuss the benefits of holding annuities in retirement accounts compared to solely relying on bonds for guaranteed income.

Phil Blancato, CEO of Ladenburg Thalmann Asset Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss his outlook for the economy and large-cap stocks heading into year end.

Collin Martin, fixed income strategist at Schwab Center for Financial Research, sits down with InvestmentNews anchor Gregg Greenberg to explain why TIPS and foreign bonds are worth a look in the current bond market environment.

Paul Karger, managing partner at TwinFocus, sits down with InvestmentNews anchor Gregg Greenberg to explain how financial advisors address the specific needs of ultra-high-net-worth investors.