291 Épisodes

  1. Alma Rodriguez-Piscitello of Revela Advisors - How to Brand and Market Your Firm and Why It All Matters

    Publié: 22/04/2025

  2. Frank Trotter of Battle Bank - The Inside Story of Online Banking

    Publié: 15/04/2025

  3. Morris Chen of DoubleLine Capital - Commercial Real Estate

    Publié: 08/04/2025

  4. Daryl Clements of AllianceBernstein - It's All About Municipal Bonds

    Publié: 01/04/2025

  5. Felipe Toews of Toews Asset Management - The Behavioral Portfolio Book

    Publié: 25/03/2025

  6. Wade Pfau of Retirement Researcher - Retirement Income and RISA

    Publié: 18/03/2025

  7. Anmol Sinha of Capital Group - The Fixed Income Market and ETFs

    Publié: 11/03/2025

  8. Russ Koesterich of BlackRock - Global Strategies and Market Outlook

    Publié: 04/03/2025

  9. Meb Faber of Cambria Funds - A Wealth of Valuable Content and Most of It Is Free

    Publié: 25/02/2025

  10. Jeff DeMaso of The Independent Vanguard Adviser - The Inside Scoop Into One of the World’s Largest Funds

    Publié: 18/02/2025

  11. Sue Thompson of Women in ETFs - The Keys to Leadership and Much More

    Publié: 11/02/2025

  12. David Lau of DPL Financial Partners - Why You Should Consider Insurance and Annuities in Your Investment Plans

    Publié: 04/02/2025

  13. Bob Baker of Advanced Asset Management Advisors - An Outlook for 2025

    Publié: 28/01/2025

  14. Brent Sullivan of Tax Alpha Insider - Should the Tax Tail Wag the Dog?

    Publié: 21/01/2025

  15. Savina Rizova of Dimensional Fund Advisors - It’s All About Research: The Latest Trends, How to Get the Best Data and Why It’s So Important

    Publié: 14/01/2025

  16. Rusty Vanneman and Robyn Murray of Orion - Year-End Review of The Weighing Machine

    Publié: 07/01/2025

  17. Jack Sharry of LifeYield - Technology and Tax Efficient Investing

    Publié: 31/12/2024

  18. Shana Sissel of Banrion Capital Management - The Risks and Rewards of Alternative Investing

    Publié: 24/12/2024

  19. Nate Conrad of LifeX - A New Approach to Retirement Planning

    Publié: 17/12/2024

  20. Joel Shulman of EntrepreneurShares - The High Growth Potential of Entrepreneurial Investing

    Publié: 10/12/2024

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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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