298 Episodes

  1. Kostya Etus of CLS Investments - Stay Calm and Invest On

    Published: 4/5/2018

  2. Anders Smith, Myles Bozinovski, Brian Ragle, Darrell Saathoff, and John Welch of CLS Investments - Special Edition (Part 2): Words of Wisdom from the CLS Sales Team

    Published: 3/29/2018

  3. Shari Rash, Mark Soukup, and Jon Trbovich of CLS Investments - Special Edition: Words of Wisdom from the CLS Sales Team

    Published: 3/21/2018

  4. Brian Kelleher of PIMCO and Bobby Brooks of Deutche Asset Management -Active Investing and a Bumpy Ride for Income Investing

    Published: 3/13/2018

  5. Sal Gilbertie of Teucrium Trading and Brent Leadbetter of Research Affiliates - Episode 10

    Published: 2/21/2018

  6. Brian Ragle of CLS Investments - The Comeback of Volatility

    Published: 2/20/2018

  7. Josh Jenkins of CLS Investments - Coming in 2018: Volatility?

    Published: 1/18/2018

  8. Paula Wieck of CLS Investments - Taxes and Trends in 2018

    Published: 1/4/2018

  9. Kostya Etus and Grant Engelbart of CLS Investments - Millennials & Bitcoin Mania

    Published: 12/18/2017

  10. Marc Pfeffer of CLS Investments - Could Tax Reform Impact the Housing Market?

    Published: 12/4/2017

  11. Reggie Brown of ETF Group - Halloween and Unhappy Anniversaries

    Published: 11/2/2017

  12. Kostya Etus of CLS Investments - Fears and Expectations

    Published: 10/18/2017

  13. Q&A with Chris Davis

    Published: 10/9/2017

  14. Q&A with Chris Davis

    Published: 10/9/2017

  15. Case Eichenberger of CLS Investments - Bullish or Bearish – Does It Matter?

    Published: 10/4/2017

  16. Joseph Smith of CLS - CLS Weekly 3: September 20, 2017

    Published: 9/20/2017

  17. CLS Weekly 3: August Market Review

    Published: 9/1/2017

  18. Reference Guide Webinar – August 2017

    Published: 8/18/2017

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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