Orion's The Weighing Machine

A podcast by Orion Portfolio Solutions - Marți

Marți

Categories:

Economie

265 Episoade

  1. Gene Frerichs of CLS Investments - Our #1 Concern & Risks of Tariffs

    Publicat: 20.07.2018

  2. Bill Wostoupal and Marc Pfeffer of CLS Investments - Trade Wars & Market Timing

    Publicat: 03.07.2018

  3. Grant Engelbart of CLS Investments - A.I. and Shark Bites

    Publicat: 15.06.2018

  4. Todd Clarke of Northstar - Be Different

    Publicat: 06.06.2018

  5. Chad Boyer of CLS Investments - Better to Row or Sail

    Publicat: 23.05.2018

  6. Paul Curbo of Invesco - The Loser's Curse: Market Timing & the NFL Draft

    Publicat: 08.05.2018

  7. Ryan Beach of CLS Investments - Tariffs, Tech Wrecks and How to Improve Performance

    Publicat: 17.04.2018

  8. Kostya Etus of CLS Investments - Stay Calm and Invest On

    Publicat: 05.04.2018

  9. Anders Smith, Myles Bozinovski, Brian Ragle, Darrell Saathoff, and John Welch of CLS Investments - Special Edition (Part 2): Words of Wisdom from the CLS Sales Team

    Publicat: 29.03.2018

  10. Shari Rash, Mark Soukup, and Jon Trbovich of CLS Investments - Special Edition: Words of Wisdom from the CLS Sales Team

    Publicat: 21.03.2018

  11. Brian Kelleher of PIMCO and Bobby Brooks of Deutche Asset Management -Active Investing and a Bumpy Ride for Income Investing

    Publicat: 13.03.2018

  12. Sal Gilbertie of Teucrium Trading and Brent Leadbetter of Research Affiliates - Episode 10

    Publicat: 21.02.2018

  13. Brian Ragle of CLS Investments - The Comeback of Volatility

    Publicat: 20.02.2018

  14. Josh Jenkins of CLS Investments - Coming in 2018: Volatility?

    Publicat: 18.01.2018

  15. Paula Wieck of CLS Investments - Taxes and Trends in 2018

    Publicat: 04.01.2018

  16. Kostya Etus and Grant Engelbart of CLS Investments - Millennials & Bitcoin Mania

    Publicat: 18.12.2017

  17. Marc Pfeffer of CLS Investments - Could Tax Reform Impact the Housing Market?

    Publicat: 04.12.2017

  18. Reggie Brown of ETF Group - Halloween and Unhappy Anniversaries

    Publicat: 02.11.2017

  19. Kostya Etus of CLS Investments - Fears and Expectations

    Publicat: 18.10.2017

  20. Q&A with Chris Davis

    Publicat: 09.10.2017

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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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