Orion's The Weighing Machine
A podcast by Orion Portfolio Solutions - Marți
Categories:
265 Episoade
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Noreen Beaman of Orion - The Importance of Behavioral Finance, and the Future of the Investment Industry
Publicat: 08.02.2022 -
Eric Clarke of Orion - Leveraging Tech for Better Investor Outcomes
Publicat: 01.02.2022 -
Jamie Susanin of Brinker Capital - Effective Mentoring and Proactive Tax Management
Publicat: 25.01.2022 -
Kim Arthur of Main Management - Thematic Investing and 2022 Investing Strategies
Publicat: 18.01.2022 -
Brian Dobbis of Lord Abbett - Smart Ways to Save for Retirement
Publicat: 11.01.2022 -
Jay Jacobs of Global X ETFs - Thematic Investing: Capitalizing on Trends
Publicat: 04.01.2022 -
Brie Williams of SPDR Exchange Traded Funds - The Power of Women in Economic Development
Publicat: 28.12.2021 -
Jeremy Schwartz of WisdomTree Asset Management - Inflation and the Economy Today
Publicat: 21.12.2021 -
Brian Selmo of First Pacific Advisors - An Unconventional Approach to Building Your Portfolio
Publicat: 14.12.2021 -
Scott Henderson of Calamos Investments - Maximizing Your Investment Returns
Publicat: 07.12.2021 -
Market Conditions, Our Favorite Books and Podcasts, and a Look Back at The Weighing Machine with Ben Vaske
Publicat: 30.11.2021 -
Dirk Hofschire of Fidelity Investments - Investing in the Face of a Global Economic Downturn
Publicat: 23.11.2021 -
Frank Nickel of Brinker Capital - Decoding the Hype Behind Direct Indexing
Publicat: 16.11.2021 -
Simeon Hyman of ProShares - Diversifying with BITO and Bitcoin ETFs
Publicat: 09.11.2021 -
Mike Van Wyk of Capital Group - Pathways to Business Growth
Publicat: 02.11.2021 -
Maria Quinn of Vanguard - Understanding the Behavior Gap and Reducing Client Churn
Publicat: 26.10.2021 -
The Essentials of 529 Plans and Investing in College with Mike Dunlop
Publicat: 19.10.2021 -
Carl Kaufman of Osterwise Management - Rising Inflation and Changing Markets
Publicat: 12.10.2021 -
Jeremy Siegel of WisdomTree Asset Management - Market Outlook and Concerns about Inflation
Publicat: 05.10.2021 -
Suzanne Daly of Fidelity Investments - Holistic Wealth Planning and Outsourcing Money Management
Publicat: 28.09.2021
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
