298 Episodes

  1. Chris Romano of Orion - Cybersecurity & The Power of Direct Indexing

    Published: 10/29/2020

  2. Tim Holland of Brinker Capital - What Really Matters: Politics or Policy?

    Published: 10/13/2020

  3. Jeff Mueller of Polen Capital - Different Take on Long Term Investing

    Published: 10/2/2020

  4. Episode 69: A Modern Day Golden Era?

    Published: 9/24/2020

  5. Rob Arnott of Research Affiliates - Suggestions For Today’s Market

    Published: 8/21/2020

  6. Episode 67: Is Your Portfolio Good As Gold?

    Published: 8/17/2020

  7. Bob Baker of Advanced Asset Management Advisors - Tailwinds Propelling Market Momentum

    Published: 7/24/2020

  8. Episode 65: Staying Balanced Plus Big News From Orion

    Published: 7/14/2020

  9. Horacio Carias of Orion - Second Half 2020 Expectations Plus New Strategy Launches

    Published: 6/29/2020

  10. Case Eichenberger of CLS Investments - The End of Value Investing?

    Published: 6/11/2020

  11. Jack McIntyre of Brandywine Global - Bear Market Optimism & Overlooked Opportunities

    Published: 5/22/2020

  12. Michael Arone of State Street Global Advisors - Earnings Season and The Coronavirus Crash

    Published: 5/6/2020

  13. Marc Nabi of Capital Group - Global Markets' Reaction to Turm-Oil

    Published: 4/29/2020

  14. Sean Clark of Clark Capital - Economic Recovery Prospects

    Published: 4/24/2020

  15. Abe Sheikh of Cougar Global Investments - Economic Impact of COVID-19

    Published: 3/30/2020

  16. Peter Sousa of Litman Gregory - Weathering the Storm

    Published: 3/23/2020

  17. Erin Leighty of PIMCO - Pandemic Impact

    Published: 3/16/2020

  18. Terri Spath of Ocean Park - USA! USA!

    Published: 3/2/2020

  19. Kim Arthur of Main Management - Market Volatility

    Published: 2/20/2020

  20. Phil Toews of Toews Corp - The Orion Due Diligence Process

    Published: 2/3/2020

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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