Orion's The Weighing Machine
A podcast by Orion Portfolio Solutions - Marți
Categories:
265 Episoade
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Samuel Lau of DoubleLine - Fixed Income Asset Allocation
Publicat: 15.11.2022 -
Andrew Beer of Dynamic Beta Investments - Bringing Hedge Fund Portfolio Solutions to Investors
Publicat: 08.11.2022 -
Growth and Investment Opportunities in Infrastructure with Ken Baumgartner
Publicat: 01.11.2022 -
Brett Van Bortel of Invesco Consulting - Enhancing Top Client Retention
Publicat: 25.10.2022 -
Glenn Dorsey of Clark Capital Management - The Current State of Inflation, Bond Markets, and Growth Stocks
Publicat: 18.10.2022 -
Paul Curley of ISS Market Intelligence - A Tax-Advantaged Way to Save for Education
Publicat: 11.10.2022 -
John Crawford and David Gilmore of Equity Investments and Crawford Investment Council - Dividend-Focused Investment Strategies
Publicat: 04.10.2022 -
Billy Oliverio of United Planners Financial Services - Taking Financial Services to New Heights
Publicat: 27.09.2022 -
Lori Hardwick of Red Rock Strategic Partners - Trends and Innovations in Wealth Management
Publicat: 20.09.2022 -
Michael Gates of BlackRock - Industry Trends, ETFs, and Model Portfolios
Publicat: 13.09.2022 -
Michael Petro of Putnam Investments - Investing in Small-Cap Value Stocks
Publicat: 06.09.2022 -
Maxwell Gold of State Street Global Advisors - A Gold-Based Investment Strategy
Publicat: 30.08.2022 -
Kate Guillen of Simplicity Operations Management - Why Advisors Need CRM
Publicat: 23.08.2022 -
Colleen Jaconetti of Vanguard - A Goals-Based Approach to Retirement Spending
Publicat: 16.08.2022 -
Thomas Forsha of River Road Asset Management - A Value-Based Strategy to Generating Attractive Returns
Publicat: 09.08.2022 -
Daniel Villalon of AQR Capital Management - Investing in the Face of Market Risks
Publicat: 02.08.2022 -
Matt Werner of Chilton Capital Management - Investing in REITs
Publicat: 26.07.2022 -
Chip Roame of Tiburon Strategic Advisors - The State Of Wealth And Investment Management
Publicat: 19.07.2022 -
Cody Wheaton and Brian Demain of Janus Henderson Investors - Mid-Cap Growth Stock Investing
Publicat: 12.07.2022 -
Joshua Emanuel of Wilshire - A Simple Guide To Liquid Alternatives
Publicat: 05.07.2022
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
