Orion's The Weighing Machine
Un podcast de Orion Portfolio Solutions - Les mardis
Catégories:
265 Épisodes
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Greg Wilensky and Jeremiah Buckley of JanusHenderson - Fixed Income and Building Balanced Portfolios
Publié: 04/06/2024 -
Alex Fink - Leadership Advice from a US Army General
Publié: 28/05/2024 -
Paul Baiocchi of SS&C ALPS Advisors - ETFs: Growth Prospects, Obstacles and the Future of the ETF Marketplace
Publié: 21/05/2024 -
Harry Hartford of Causeway Capital Management - Value Investing and the Case for International Markets
Publié: 14/05/2024 -
Michael Arone of State Street Global Advisors - What Are the Odds of Seeing Stagflation in the Economy and How Should Investors Prepare?
Publié: 07/05/2024 -
Brian Storey and Andrew Goins of Brinker Capital - Managing Risk and The Art and Science of Portfolio Management
Publié: 30/04/2024 -
Ricky Schneider of Fort Washington Investment Advisors - Securitized Income and Structured Products: We’ll Break Down These Terms and What You Should Know About Them
Publié: 23/04/2024 -
Matt Brown of CAIS - Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the Market
Publié: 16/04/2024 -
Jason Mertz of AllianceBernstein - Municipal Bonds: The Fastest Growing Segment in the Muni Market and the Outlook for 2024
Publié: 09/04/2024 -
Eduardo Repetto of Avantis Investors - ETFs: Their Impressive Growth and the Future of the Industry
Publié: 02/04/2024 -
Josh Flade of Orion - Diversifying Asset Classes: What Are They and Why Do You Want Them?
Publié: 26/03/2024 -
Frank Nickel and Tom LaBarbera from Orion - Direct Indexing: How it Works and What You Need to Know About it
Publié: 19/03/2024 -
Chris King of Eaglebrook Advisors - Let’s Talk Crypto
Publié: 12/03/2024 -
Fritz Folts of 3EDGE Asset Management - What Happened to the Markets in 2023 and What’s Ahead for 2024
Publié: 27/02/2024 -
Ron Ahluwalia, Mili Rosen and Will Girton of Brinker Capital - It’s All About Due Diligence
Publié: 20/02/2024 -
Jeff Sherman of DoubleLine Capital - The Goldilocks Economy: How Long Can it Last
Publié: 13/02/2024 -
Ron Temple of Lazard Asset Management - The Market Outlook for 2024 and Top Geopolitical Trends
Publié: 06/02/2024 -
Alex Rabinovich of Halo Investing - Protective Investing: What Is It and Can It Work for Your Clients?
Publié: 30/01/2024 -
Phil Toews of Toews Asset Management - What's Ahead in 2024?
Publié: 23/01/2024 -
Jeff DeMaso of The Independent Vanguard Adviser - Vanguard’s Biggest Moves in 2023
Publié: 16/01/2024
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
