298 Episodes

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

    Published: 2/14/2023

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

    Published: 2/7/2023

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

    Published: 1/31/2023

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

    Published: 1/24/2023

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

    Published: 1/17/2023

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

    Published: 1/10/2023

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

    Published: 1/3/2023

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

    Published: 12/27/2022

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

    Published: 12/20/2022

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

    Published: 12/13/2022

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

    Published: 12/6/2022

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

    Published: 11/29/2022

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

    Published: 11/22/2022

  14. Samuel Lau of DoubleLine - Fixed Income Asset Allocation

    Published: 11/15/2022

  15. Andrew Beer of Dynamic Beta Investments - Bringing Hedge Fund Portfolio Solutions to Investors

    Published: 11/8/2022

  16. Growth and Investment Opportunities in Infrastructure with Ken Baumgartner

    Published: 11/1/2022

  17. Brett Van Bortel of Invesco Consulting - Enhancing Top Client Retention

    Published: 10/25/2022

  18. Glenn Dorsey of Clark Capital Management - The Current State of Inflation, Bond Markets, and Growth Stocks

    Published: 10/18/2022

  19. Paul Curley of ISS Market Intelligence - A Tax-Advantaged Way to Save for Education

    Published: 10/11/2022

  20. John Crawford and David Gilmore of Equity Investments and Crawford Investment Council - Dividend-Focused Investment Strategies

    Published: 10/4/2022

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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