298 Épisodes

  1. Jeremy Schwartz of WisdomTree Asset Management - Inflation and the Economy Today

    Publié: 21/12/2021

  2. Brian Selmo of First Pacific Advisors - An Unconventional Approach to Building Your Portfolio

    Publié: 14/12/2021

  3. Scott Henderson of Calamos Investments - Maximizing Your Investment Returns

    Publié: 07/12/2021

  4. Market Conditions, Our Favorite Books and Podcasts, and a Look Back at The Weighing Machine with Ben Vaske

    Publié: 30/11/2021

  5. Dirk Hofschire of Fidelity Investments - Investing in the Face of a Global Economic Downturn

    Publié: 23/11/2021

  6. Frank Nickel of Brinker Capital - Decoding the Hype Behind Direct Indexing

    Publié: 16/11/2021

  7. Simeon Hyman of ProShares - Diversifying with BITO and Bitcoin ETFs

    Publié: 09/11/2021

  8. Mike Van Wyk of Capital Group - Pathways to Business Growth

    Publié: 02/11/2021

  9. Maria Quinn of Vanguard - Understanding the Behavior Gap and Reducing Client Churn

    Publié: 26/10/2021

  10. The Essentials of 529 Plans and Investing in College with Mike Dunlop

    Publié: 19/10/2021

  11. Carl Kaufman of Osterwise Management - Rising Inflation and Changing Markets

    Publié: 12/10/2021

  12. Jeremy Siegel of WisdomTree Asset Management - Market Outlook and Concerns about Inflation

    Publié: 05/10/2021

  13. Suzanne Daly of Fidelity Investments - Holistic Wealth Planning and Outsourcing Money Management

    Publié: 28/09/2021

  14. Glenn Dorsey of Clark Capital - The Importance of Client Portfolio Management

    Publié: 21/09/2021

  15. Larry Swedroe of Buckingham Strategic Wealth -Evidence-Based Investing and Sustainability

    Publié: 14/09/2021

  16. Manish Khatta of Potomac Fund Management - How to Conquer Risk Through Quantitative Investing

    Publié: 07/09/2021

  17. Aaron Scully of Janus Henderson Investors - The Promise of Sustainable Investing

    Publié: 31/08/2021

  18. Vance Howard of Howard Capital Management - Quantifying Risk and Tactical Investing

    Publié: 24/08/2021

  19. Harin de Silva of Wells Fargo Asset Management - The Role of Big Data in Quantitative Investing

    Publié: 17/08/2021

  20. Grant Engelbart of Brinker Capital - The Future of ETFs and Cryptocurrency

    Publié: 10/08/2021

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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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