Orion's The Weighing Machine
Un podcast de Orion Portfolio Solutions - Les mardis
Catégories:
265 Épisodes
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Gene Frerichs of CLS Investments - Our #1 Concern & Risks of Tariffs
Publié: 20/07/2018 -
Bill Wostoupal and Marc Pfeffer of CLS Investments - Trade Wars & Market Timing
Publié: 03/07/2018 -
Grant Engelbart of CLS Investments - A.I. and Shark Bites
Publié: 15/06/2018 -
Todd Clarke of Northstar - Be Different
Publié: 06/06/2018 -
Chad Boyer of CLS Investments - Better to Row or Sail
Publié: 23/05/2018 -
Paul Curbo of Invesco - The Loser's Curse: Market Timing & the NFL Draft
Publié: 08/05/2018 -
Ryan Beach of CLS Investments - Tariffs, Tech Wrecks and How to Improve Performance
Publié: 17/04/2018 -
Kostya Etus of CLS Investments - Stay Calm and Invest On
Publié: 05/04/2018 -
Anders Smith, Myles Bozinovski, Brian Ragle, Darrell Saathoff, and John Welch of CLS Investments - Special Edition (Part 2): Words of Wisdom from the CLS Sales Team
Publié: 29/03/2018 -
Shari Rash, Mark Soukup, and Jon Trbovich of CLS Investments - Special Edition: Words of Wisdom from the CLS Sales Team
Publié: 21/03/2018 -
Brian Kelleher of PIMCO and Bobby Brooks of Deutche Asset Management -Active Investing and a Bumpy Ride for Income Investing
Publié: 13/03/2018 -
Sal Gilbertie of Teucrium Trading and Brent Leadbetter of Research Affiliates - Episode 10
Publié: 21/02/2018 -
Brian Ragle of CLS Investments - The Comeback of Volatility
Publié: 20/02/2018 -
Josh Jenkins of CLS Investments - Coming in 2018: Volatility?
Publié: 18/01/2018 -
Paula Wieck of CLS Investments - Taxes and Trends in 2018
Publié: 04/01/2018 -
Kostya Etus and Grant Engelbart of CLS Investments - Millennials & Bitcoin Mania
Publié: 18/12/2017 -
Marc Pfeffer of CLS Investments - Could Tax Reform Impact the Housing Market?
Publié: 04/12/2017 -
Reggie Brown of ETF Group - Halloween and Unhappy Anniversaries
Publié: 02/11/2017 -
Kostya Etus of CLS Investments - Fears and Expectations
Publié: 18/10/2017 -
Q&A with Chris Davis
Publié: 09/10/2017
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