Orion's The Weighing Machine
Orion Portfolio Solutions
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 Ben Vaske, 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”).
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
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”).
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
Episodes
Mentioned books
Apr 29, 2020 • 40min
Marc Nabi of Capital Group - Global Markets' Reaction to Turm-Oil
In this episode, we discuss how the price war between Saudi Arabia and Russia oil has impacted the global market environment, the impact of a major cash drawdown, and how economies are restarting around the world. Special guest: Capital Group's Marc Nabi (16:58).
1133-CLS-4/28/2020
Apr 24, 2020 • 1h 11min
Sean Clark of Clark Capital - Economic Recovery Prospects
In this episode, we recap the worst Q1 in market history and the odds of an economic recovery in the near-term. We also explain how advisors can rebalance their portfolios to prepare for what's ahead and how ETFs have fared during the COVID-19 outbreak. Special guest: Clark Capital's Sean Clark (34:16)
Clark Capital is not affiliated with Orion and does not explicitly approve or endorse any services, information, recommendation, or other opinions expressed or presented by Orion as part of these materials.
Compliance Code: 1055-OPS-4/21/2020
Mar 30, 2020 • 1h 6min
Abe Sheikh of Cougar Global Investments - Economic Impact of COVID-19
In this episode, we review the economic impact of the coronavirus pandemic. Will the historic stimulus package and unprecedented steps by the Fed be enough to stem the damage? Special guest: Cougar Global Investments’ Abe Sheikh (33:37) 0801-OPS-3/30/2020
Mar 23, 2020 • 57min
Peter Sousa of Litman Gregory - Weathering the Storm
In today’s episode we review the market turmoil — what’s crashing, what’s surviving, and is anything thriving? We also discuss what we’re doing to combat the crisis and keep your portfolios safe. Special guest: Litman Gregory’s Perter Sousa (29:37) 0712-OPS-3/23/2020
Mar 16, 2020 • 45min
Erin Leighty of PIMCO - Pandemic Impact
In this episode, we discuss the market impact of the coronavirus, as the implications of the outbreak reverberate around the world. Special guest: PIMCO’s Erin Leighty (24:21) 0624-OPS-3/16/2020
Mar 2, 2020 • 55min
Terri Spath of Ocean Park - USA! USA!
In this episode, we discuss the current risk-off environment, Americans’ approach to saving money, the benefits of international diversification and why we may appear to have a “bias” against the U.S. market. Along with CLS Investment Research Analysts Michael Hadden and Nick Codola, we also discuss which sectors are making money and our newest publication: The Snapshot....
Feb 20, 2020 • 47min
Kim Arthur of Main Management - Market Volatility
In this episode, CLS Investments’ Chief Investment Officer, Marc Pfeffer, discusses the reasons for the market’s recent sell-off (including the coronavirus and U.S. elections), insights on market volatility, whether Tesla is a good buy, and income strategies for the current market environment. In addition, (at the 17:30 mark) Rusty talks to the CEO and president...
Feb 3, 2020 • 1h 2min
Phil Toews of Toews Corp - The Orion Due Diligence Process
We are excited to introduce a new format for The Weighing Machine podcast. From now on, in addition to hearing market insights from the investment team at CLS Investments, you will also hear an in-depth interview with a strategist at Orion Portfolio Solutions, CLS’s sister company. In this episode, Orion Director of Investment Due Diligence...
Jan 17, 2020 • 58min
Grant Engelbart of CLS Investments - The State of ETFs
A look at the state of the ETF marketplace, important changes to retirement planning, and the market impact of recent military action in Iran. CLS Director of Research and Senior Portfolio Manager Grant Engelbart sits down to discuss the most attractive areas of the market and improvements made to CLS’s Risk Budgeting methodology. This week’s...
Dec 18, 2019 • 28min
Marc Pfeffer of CLS Investments - The Value of Financial Planning
This week, Orion CIO Rusty Vanneman, CFA, CMT, digs into the value of outsourcing investment management, the importance of due diligence, and how news headlines have driven markets in 2019. Rusty is joined by CLS CIO Marc Pfeffer who shares his take on recent market news, including a “phase one” trade deal between the U.S....
