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
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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
This week, Rusty Vanneman and Robyn Murray talk with Kim Arthur, Founding Partner, CEO and Portfolio Manager of Main Management. In this episode, we will discuss the evolution of Kim’s investment philosophy & decision making process. In addition, we discuss mental tips to stay disciplined, how to stay optimistic during challenging times and much more.
This week, Rusty Vanneman and Robyn Murray talk with Dominic Vaccaro, President of Real Estate at Burlington Capital. In this episode, we will discuss tax benefits, and the strategic pros and cons of multi-family real estate. In addition, we take a closer look at macro trends and the multi-family housing outlook.
This week, Rusty Vanneman and Robyn Murray talk with Morgan Lemaitre, Founder & Owner of Park City Wealth Advisors. In this episode, we will discuss helping clients define success, intergenerational legacies and intentionally constructing your financial life. In addition, we take a closer look at what competitive ice skating has in common with wealth management.
This week, Rusty Vanneman and Robyn Murray talk with Jeff Brooks, Senior Wealth Strategist with the Specialist Consulting Group at JanusHenderson Investors. In this episode, we will discuss the so called “King Lear Effect,” preserving financial & human capital, as well as blind spots among financial advisors and how the next generation views wealth inheritance.
This week, Rusty Vanneman and Robyn Murray talk with Dustin Haygood, Client Portfolio Manager at Aristotle Capital Management. In this episode, we will discuss the recent outperformance from value investing and reflect on whether this is a multi-year inflection point, or just a pause, in the growth investing dominance of the last decade. We also take a look at what kind of value investing investors and financial advisors should consider going forward.
This week, Rusty Vanneman and Robyn Murray talk with Scott MacKillop. In this episode, we will discuss Scott’s philosophy on life and work, the future of the financial advising profession and wisdom from the mountains. We also take a look at whether we may be entering a new bull market for diversification.
This week, Rusty Vanneman and Robyn Murray talk with Judith Peterson, Chief Marketing Officer at DwellFi and SteerCo Member of the Women’s Accelerator Network in NYC. In this episode, we will discuss how AI can uplevel your personal brand, how to utilize LinkedIn to your best advantage and strategies for women in the industry. We also look at why US stocks are struggling.
This week, Rusty Vanneman and Robyn Murray talk with Alma Rodriguez-Piscitello, CEO & Founder of Revela Advisors. In this episode, we will discuss PR marketing for financial advisors, how to prepare for the next generation of investors and employees, trends in advisor marketing and much more.
This week, Rusty Vanneman and Robyn Murray talk with Frank Trotter, President at Battle Bank. In this episode, we will get the inside story of online banking. In addition, we will take a closer look at the current state of the market, innovations in banking and the future of financial services.
This week, Rusty Vanneman and Robyn Murray talk with Morris Chen, Portfolio Manager at DoubleLine Capital. In this episode, we will discuss the current commercial real estate market and the impact of economic shifts. Also, we take a closer look at challenges, opportunities, equity vs. debt and much more.
This week, Rusty Vanneman and Robyn Murray talk with Daryl Clements, Municipal Portfolio Manager and Senior Vice President at AllianceBernstein. In this episode, we will discuss top trends impacting the municipal bond market, including potential tax policy changes and federal infrastructure spending. In addition, we take a closer look at active management of Fixed Income, dynamic sector rotation and much more.
This week, Rusty Vanneman and Robyn Murray talk with Felipe Toews, Chief Executive Officer of the Toews Corporation and a Portfolio Manager of Toews Asset Management. In this episode, we will discuss the pitfalls of investor behavior and what we can do about it. We take a closer look at behavioral coaching, managing expectations and communicating effectively.
This week, Rusty Vanneman and Robyn Murray talk with Wade Pfau, Founder at RISA Profile. In this episode, we will discuss the RISA retirement tool, bucketing portfolios, annuities and much more. We will also take a closer look at how investors can build more resilient retirement plans.
This week, Rusty Vanneman and Robyn Murray talk with Anmol Sinha, a Fixed Income Investment Director at Capital Group, home of American Funds. In this episode, we will discuss the Fixed Income market, including Fixed Income ETFs. In addition, we take a closer look at the market’s response to political volatility.
This week, Rusty Vanneman and Robyn Murray talk with Russ Koesterich, portfolio manager at BlackRock in Denver, CO. In this episode, we will discuss the investment philosophy of global allocation and the process behind a leading, global multi-asset model portfolio. In addition, we take a closer look at what’s ahead for the markets in 2025.
This week, Rusty Vanneman and Robyn Murray talk with Meb Faber, Co-founder and Chief Investment Officer of Cambria Investment Management. In this episode, we will discuss market outlook, shareholder yield, 351 ETFs and much more.
This week, Rusty Vanneman and Robyn Murray talk with Jeff DeMaso, editor and founder of The Independent Vanguard Adviser. In this episode, we will discuss what Vanguard is doing well, areas where they could improve and how investors can make the most of their Vanguard investments.
This week, Rusty Vanneman and Robyn Murray talk with Sue Thompson, co-founder of Women in ETFs. In this episode, we will discuss trends in the industry, how to pick a financial advisor and how to encourage more women to join the investment industry.
This week, Rusty Vanneman and Robyn Murray talk with David Lau, Founder and CEO at DPL Financial Partners. In this episode, we will discuss how to incorporate insurance solutions and strategic use of these tools during periods of market volatility. In addition, we will take a closer look at common misconceptions and resources to help you understand this important sector.
This week, Rusty Vanneman and Robyn Murray talk with Bob Baker, President at Advanced Asset Management Advisors. In this episode, we will discuss investor sentiment, the economy, inflation and the policy landscape. In addition, we will take a closer look at the fundamental process of a boutique strategist firm. Lastly, we want to get Bob’s perspective on how he’s thinking of positioning portfolios for 2025 and long-term performance.
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
