Orion's The Weighing Machine

Un podcast de Orion Portfolio Solutions - Les mardis

Les mardis

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Entreprise

265 Épisodes

  1. Phillip Toews of Toews Asset Management - The Hidden Implications of Global Debt

    Publié: 04/04/2023

  2. Brian McLaughlin of Orion - How People, Culture, and Technology Drive Business Success

    Publié: 28/03/2023

  3. Michael Ashton of Enduring Investments - Inflation and Economics From a Trader's Seat

    Publié: 21/03/2023

  4. Eric Godes of FP Transitions - The Foundation of a Successful Succession Plan

    Publié: 14/03/2023

  5. Christopher Hart of Brinker Capital - Why Due Diligence Is Critical for Successful Investments

    Publié: 07/03/2023

  6. Eric Biegeleisen of 3EDGE Asset Management - Navigating the World of ETF (Exchange-Traded Fund)

    Publié: 28/02/2023

  7. Art Lutschaunig of Parti Pris Investment Partners - Direct Indexing and the Future of FinTech and Managed Accounts

    Publié: 21/02/2023

  8. Paula Wieck of Commerce Trust Company - What Investors Need to Know About Today's Economy

    Publié: 14/02/2023

  9. The Future of FinTech, WealthTech, and Wealth Management with Eric Clarke

    Publié: 07/02/2023

  10. Stanley Sattler of Belle Haven Investments - The Beauty of Investing in Municipal Bonds

    Publié: 31/01/2023

  11. David Lundgren of MOTR Capital Management and Research - Technical Analysis Strategies and Market Outlook for 2023

    Publié: 24/01/2023

  12. Venk Reddy of Osterweis Capital Management - Sustainable Credit Strategies

    Publié: 17/01/2023

  13. Kim Arthur of Main Management - The Economic Outlook for 2023

    Publié: 10/01/2023

  14. Kurt Brown of TownSquare Capital - Outsourced Chief Investment Officer (OCIO) Services for Institutions and Advisory Firms

    Publié: 03/01/2023

  15. Shawn Reynolds of VanEck - The Unique Benefits of Investing in Natural Resources and Commodities

    Publié: 27/12/2022

  16. Jeff DeMaso of The Independent Vanguard Investor and Adviser Investments- An Independent Voice on Vanguard

    Publié: 20/12/2022

  17. Paul Ma of Fidelity Institutional Asset Management - Helping Advisors Build a Better Portfolio

    Publié: 13/12/2022

  18. Bryce Skaff of Dimensional Fund Advisors - Bringing Systematic Investment Strategies to Advisors

    Publié: 06/12/2022

  19. Colleen Ambrose of Capital Group - The Possibility of a Global Recession

    Publié: 29/11/2022

  20. James St. Aubin and Kenneth Sleeper of Sierra Mutual Funds and Ocean Park Asset Management - Tactical Investment Strategies

    Publié: 22/11/2022

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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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