298 Episodes

  1. Skip Schweiss of the Financial Planning Association - The Merits of CFP Credentials and Fiduciary Standards

    Published: 8/3/2021

  2. Scott Helfstein of ProShares - How to Leverage and Position Thematic Funds

    Published: 7/27/2021

  3. Sal Gilbertie of Teucrium Trading LLC. - The Future of Commodity Markets and Creative Diversification

    Published: 7/20/2021

  4. Ken Sleeper of Sierra Investment Management - Tactical Investing and Rejecting Popular Opinion

    Published: 7/13/2021

  5. Dave Lundgren of the Fill the Gap Podcast - Mastering Your Investment Style

    Published: 7/6/2021

  6. Jake Gilliam of Charles Schwab & Co. - Reimagining Asset Allocation and Building Investment Portfolios

    Published: 6/29/2021

  7. Christopher King of Eaglebrook Advisors - Understanding the Urgency of Crypto for Advisors

    Published: 6/22/2021

  8. Ryan Issakainen of First Trust Portfolios - Inflation Concerns and a Deep-Dive on ETFs

    Published: 6/15/2021

  9. Amy Magnotta of Brinker Capital - The Future of Portfolios, and Women in Finance

    Published: 6/8/2021

  10. Jay Jacobs and Tom Driscoll of Global X ETFs - Thematic ETFs and Income-Based Investing

    Published: 5/31/2021

  11. Scott Ladner of Horizon Investments - Income Investing and Risk Management

    Published: 5/21/2021

  12. Dr. Daniel Crosby of Orion - Behavioral Finance Strategies & Best Practices

    Published: 4/8/2021

  13. Klaus Thuerbach of PIMCO - Commodities Uncovered

    Published: 3/29/2021

  14. Episode 79: The Value of Value Investing丨Guest: Hotchkis & Wiley Capital Management’s Scott McBride

    Published: 3/23/2021

  15. Jeff Spiegel of iShares - Investing in Megatrends

    Published: 3/8/2021

  16. Episode 77: The Inflation Debate | Guest: Enduring Investments' Michael Ashton

    Published: 2/17/2021

  17. Felipe Toews of Toews Asset Management - The Behavioral Portfolio Design

    Published: 1/25/2021

  18. Kim Arthur of Main Management - Investing in Disruption & Innovation

    Published: 1/5/2021

  19. Tom Lydon of ETF Flows - Past, Present & Future of ETFs

    Published: 12/11/2020

  20. Matthew Goulet of Fidelity Investments - Understanding The Model Marketplace

    Published: 11/13/2020

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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