Orion's The Weighing Machine
A podcast by Orion Portfolio Solutions - Marți
Categories:
265 Episoade
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Glenn Dorsey of Clark Capital - The Importance of Client Portfolio Management
Publicat: 21.09.2021 -
Larry Swedroe of Buckingham Strategic Wealth -Evidence-Based Investing and Sustainability
Publicat: 14.09.2021 -
Manish Khatta of Potomac Fund Management - How to Conquer Risk Through Quantitative Investing
Publicat: 07.09.2021 -
Aaron Scully of Janus Henderson Investors - The Promise of Sustainable Investing
Publicat: 31.08.2021 -
Vance Howard of Howard Capital Management - Quantifying Risk and Tactical Investing
Publicat: 24.08.2021 -
Harin de Silva of Wells Fargo Asset Management - The Role of Big Data in Quantitative Investing
Publicat: 17.08.2021 -
Grant Engelbart of Brinker Capital - The Future of ETFs and Cryptocurrency
Publicat: 10.08.2021 -
Skip Schweiss of the Financial Planning Association - The Merits of CFP Credentials and Fiduciary Standards
Publicat: 03.08.2021 -
Scott Helfstein of ProShares - How to Leverage and Position Thematic Funds
Publicat: 27.07.2021 -
Sal Gilbertie of Teucrium Trading LLC. - The Future of Commodity Markets and Creative Diversification
Publicat: 20.07.2021 -
Ken Sleeper of Sierra Investment Management - Tactical Investing and Rejecting Popular Opinion
Publicat: 13.07.2021 -
Dave Lundgren of the Fill the Gap Podcast - Mastering Your Investment Style
Publicat: 06.07.2021 -
Jake Gilliam of Charles Schwab & Co. - Reimagining Asset Allocation and Building Investment Portfolios
Publicat: 29.06.2021 -
Christopher King of Eaglebrook Advisors - Understanding the Urgency of Crypto for Advisors
Publicat: 22.06.2021 -
Ryan Issakainen of First Trust Portfolios - Inflation Concerns and a Deep-Dive on ETFs
Publicat: 15.06.2021 -
Amy Magnotta of Brinker Capital - The Future of Portfolios, and Women in Finance
Publicat: 08.06.2021 -
Jay Jacobs and Tom Driscoll of Global X ETFs - Thematic ETFs and Income-Based Investing
Publicat: 31.05.2021 -
Scott Ladner of Horizon Investments - Income Investing and Risk Management
Publicat: 21.05.2021 -
Dr. Daniel Crosby of Orion - Behavioral Finance Strategies & Best Practices
Publicat: 08.04.2021 -
Klaus Thuerbach of PIMCO - Commodities Uncovered
Publicat: 29.03.2021
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
