298 Épisodes

  1. Kim Arthur of Main Management - The Philosophy and Wisdom of a Six Time Guest on The Weighing Machine

    Publié: 10/06/2025

  2. Dominic Vaccaro of Burlington Capital - The World of Commercial Real Estate Investing

    Publié: 03/06/2025

  3. Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional Living

    Publié: 27/05/2025

  4. Jeff Brooks of Janus Henderson - King Lear, Tony Soprano and the Lessons of Wealth Transfer

    Publié: 20/05/2025

  5. Dustin Haygood of Aristotle - Value Investing and the Power of Patience

    Publié: 13/05/2025

  6. Scott MacKillop - The Legendary Innovator on Disrupting Wealth Management and Climbing Mountains

    Publié: 06/05/2025

  7. Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your Career

    Publié: 29/04/2025

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

    Publié: 22/04/2025

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

    Publié: 15/04/2025

  10. Morris Chen of DoubleLine Capital - Commercial Real Estate

    Publié: 08/04/2025

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

    Publié: 01/04/2025

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

    Publié: 25/03/2025

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

    Publié: 18/03/2025

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

    Publié: 11/03/2025

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

    Publié: 04/03/2025

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

    Publié: 25/02/2025

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

    Publié: 18/02/2025

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

    Publié: 11/02/2025

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

    Publié: 04/02/2025

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

    Publié: 28/01/2025

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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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