Orion's The Weighing Machine
Un podcast de Orion Portfolio Solutions - Les mardis
Catégories:
265 Épisodes
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Episode 39: Predicting the Fed & an Opportunity in Corn | Guest: Rick Hook
Publié: 14/06/2019 -
Mike Forker of Orion Advisor Tech - Value Investing & The Importance of Global
Publié: 03/06/2019 -
Episode 37: Tariff Talk & Reasons Not to Invest | Guest: Ben Keating
Publié: 16/05/2019 -
Bill Hoyt of Lattice Strategies - Sell in May and Go Away? Not so Fast!
Publié: 08/05/2019 -
Episode 35: Disruptions & Alternatives | Guest: John Davidson
Publié: 01/05/2019 -
Kray Zeller of CLS Investments- March Madness & Construction Management
Publié: 29/03/2019 -
Todd Clarke of NorthStar - True Value of Financial Advice
Publié: 08/03/2019 -
Eric Clarke of Orion - Trading Lessons from the NBA
Publié: 14/02/2019 -
Mike Zarren of CLS Investments - Staying Disciplined & What’s New with Brexit
Publié: 31/01/2019 -
Michael Hadden, Dustin Dorhout, and Aleck Liu of CLS Investments - Reasons to be Optimistic
Publié: 09/01/2019 -
Dean Cook of FTJ FundChoice - Staying Focused in the New Year
Publié: 28/12/2018 -
Episode 28: Keeping the Faith
Publié: 11/12/2018 -
Paul Baiocchi of Fidelity - Defense Wins Championships
Publié: 26/11/2018 -
John Diehl of Hartford Funds - The October “Correction” & A New Vision of Retirement
Publié: 06/11/2018 -
Episode 25: All About Bonds & Valuable Language
Publié: 25/10/2018 -
Kevin Zlomke and Grant Engelbart of CLS Investments - Time is on Our Side & Myths of ESG
Publié: 08/10/2018 -
Case Eichenberger and Jeovany Zelaya of CLS Investments - Worried About the Next Bear Market?
Publié: 21/09/2018 -
Dawn Batho of CLS Investments - The Drivers of Warren Buffett's Success & Importance of Market Sentiment
Publié: 06/09/2018 -
Chelsey Duncan of CLS Investments - Hidden Risk & Taking Advantage of Volatility
Publié: 27/08/2018 -
Meb Faber of Cambria - Importance of “Expectations” & Is it Time to Buy FANG Stocks?
Publié: 03/08/2018
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
