Orion's The Weighing Machine

A podcast by Orion Portfolio Solutions - Marți

Marți

Categories:

Economie

265 Episoade

  1. Sean Clark of Clark Capital - Economic Recovery Prospects

    Publicat: 24.04.2020

  2. Abe Sheikh of Cougar Global Investments - Economic Impact of COVID-19

    Publicat: 30.03.2020

  3. Peter Sousa of Litman Gregory - Weathering the Storm

    Publicat: 23.03.2020

  4. Erin Leighty of PIMCO - Pandemic Impact

    Publicat: 16.03.2020

  5. Terri Spath of Ocean Park - USA! USA!

    Publicat: 02.03.2020

  6. Kim Arthur of Main Management - Market Volatility

    Publicat: 20.02.2020

  7. Phil Toews of Toews Corp - The Orion Due Diligence Process

    Publicat: 03.02.2020

  8. Grant Engelbart of CLS Investments - The State of ETFs

    Publicat: 17.01.2020

  9. Episode 51: A Decade In Review and a Look at the 20s

    Publicat: 08.01.2020

  10. Marc Pfeffer of CLS Investments - The Value of Financial Planning

    Publicat: 18.12.2019

  11. Grant Engelbart of CLS Investments and Ryan Beach of Orion - Active Management’s Time to Shine

    Publicat: 06.12.2019

  12. Jeovany Zelaya, Michael Hadden, and Nick Codola of CLS Investments - Common Investor Questions

    Publicat: 15.11.2019

  13. Marc Pfeffer of CLS Investments - Yield Curve Un-Inversion

    Publicat: 31.10.2019

  14. Episode 46: The Race to Zero Version 2.0

    Publicat: 09.10.2019

  15. Episode 45: Is the Comeback of Value Here?

    Publicat: 30.09.2019

  16. Marc Pfeffer and Bruce Bischoff of CLS Investments - Tweet-Sized Insights & A Sales Master

    Publicat: 10.09.2019

  17. Episode 43: Trade Tension & Buying the Dip

    Publicat: 20.08.2019

  18. Grant Engelbart of CLS Investments - Implications of the Fed Rate Cut

    Publicat: 08.08.2019

  19. Dr. Nicholas Arreola of CLS - Resilience & Inflation

    Publicat: 25.07.2019

  20. Michael Arone of State Street Global Advisors - How Likely is a Recession?

    Publicat: 08.07.2019

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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024
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