Orion's The Weighing Machine

Orion's The Weighing Machine

Por: Orion Portfolio Solutions
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
282 episodios disponibles

Latest episodes of the podcast Orion's The Weighing Machine

Mostrando página 12 de 15

Horacio Carias of Orion - Second Half 2020 Expectations Plus New Strategy Launches 29/06/2020
Case Eichenberger of CLS Investments - The End of Value Investing? 11/06/2020
Jack McIntyre of Brandywine Global - Bear Market Optimism & Overlooked Opportunities 22/05/2020
Michael Arone of State Street Global Advisors - Earnings Season and The Coronavirus Crash 06/05/2020
Marc Nabi of Capital Group - Global Markets' Reaction to Turm-Oil 29/04/2020
Sean Clark of Clark Capital - Economic Recovery Prospects 24/04/2020
Abe Sheikh of Cougar Global Investments - Economic Impact of COVID-19 30/03/2020
Peter Sousa of Litman Gregory - Weathering the Storm 23/03/2020
Erin Leighty of PIMCO - Pandemic Impact 16/03/2020
Terri Spath of Ocean Park - USA! USA! 02/03/2020
Kim Arthur of Main Management - Market Volatility 20/02/2020
Phil Toews of Toews Corp - The Orion Due Diligence Process 03/02/2020
Grant Engelbart of CLS Investments - The State of ETFs 17/01/2020
Marc Pfeffer of CLS Investments - The Value of Financial Planning 18/12/2019
Grant Engelbart of CLS Investments and Ryan Beach of Orion - Active Management’s Time to Shine 06/12/2019
Jeovany Zelaya, Michael Hadden, and Nick Codola of CLS Investments - Common Investor Questions 15/11/2019
Marc Pfeffer of CLS Investments - Yield Curve Un-Inversion 31/10/2019
Marc Pfeffer and Bruce Bischoff of CLS Investments - Tweet-Sized Insights & A Sales Master 10/09/2019
Grant Engelbart of CLS Investments - Implications of the Fed Rate Cut 08/08/2019
Dr. Nicholas Arreola of CLS - Resilience & Inflation 25/07/2019
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