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
Dec 6, 2019 • 52min
Grant Engelbart of CLS Investments and Ryan Beach of Orion - Active Management’s Time to Shine
Rusty is joined by CLS Directors of Research and Senior Portfolio Managers Grant Engelbart, CFA, CAIA, and Kostya Etus, CFA, to discuss the return of active management, lingering fears of a recession, how to measure risk, and finding diamonds in the rough. This week’s guest is Orion Chief Operating Officer Ryan Beach. Ryan talks about...
Nov 15, 2019 • 48min
Jeovany Zelaya, Michael Hadden, and Nick Codola of CLS Investments - Common Investor Questions
This week, we answer some of the most common recent questions we’ve been hearing from investors, and we share our expectations for the rest of 2019. Plus, CLS Client Portfolio Manager Jeovany Zelaya and analysts Michael Hadden and Nick Codola sit down to discuss the importance of diversification, connecting with new generations of investors, and...
Oct 31, 2019 • 24min
Marc Pfeffer of CLS Investments - Yield Curve Un-Inversion
As the U.S. and China seem to be making progress on trade negotiations – we’re discussing what the latest developments could mean for investors. Plus, after the recent un-inversion of the yield curve – is there still a possibility of an impeding recession? And, CLS Chief Investment Officer Marc Pfeffer discusses why bonds have had...
Sep 10, 2019 • 51min
Marc Pfeffer and Bruce Bischoff of CLS Investments - Tweet-Sized Insights & A Sales Master
Lessons from a volatile month, Tweet-sized answers to your top questions, and is Warren Buffett’s investing style still relevant? [2:05] CLS Chief Investment Strategist Marc Pfeffer talks about moves by the Federal Reserve, trade tensions, and President Trump’s Tweets that have prompted recent market volatility. [33:15] This week’s guest is Bruce Bischoff, CLS’s head of...
Aug 8, 2019 • 53min
Grant Engelbart of CLS Investments - Implications of the Fed Rate Cut
In this jam-packed episode, Rusty discusses the Fed’s rate cut, ETF performance, and the surprising relationship between ETFs and expense ratios. [14:20] Plus, CLS Director of Research and Senior Portfolio Manager Grant Engelbart sits down to talk about the power of compounding, small-cap stocks, and highlights from CLS’s recent Investment Committee meeting. [27:59] This episode’s...
Jul 25, 2019 • 57min
Dr. Nicholas Arreola of CLS - Resilience & Inflation
[2:23] A lot has changed since the birth of our nation, but one thing that has persevered is inflation! [5:02] Plus, CLS Senior Client Portfolio Manager Case Eichenberger talks about why investors should learn to love their bonds and the importance of being resilient. [24:04] Rusty interviews CLS Chief Behavioral Scientist and Analytics Officer Nicholas...
Jul 8, 2019 • 46min
Michael Arone of State Street Global Advisors - How Likely is a Recession?
CLS President & CIO Rusty Vanneman answers some of the top questions he has been hearing from investors – including “how likely is a recession?”. [6:20] CLS Deputy Chief Investment Officer Joe Smith breaks down how we’re helping investors search for yield in a low-rate environment. [21:26] Plus, a discussion on investing opportunities in artificial...
Jun 3, 2019 • 46min
Mike Forker of Orion Advisor Tech - Value Investing & The Importance of Global
[1:15]Rusty reviews the markets, what to expect from the negative investor sentiment, and the highly bullish bond sentiment. [3:00] Plus, key points to keep in mind when evaluating earnings data. [4:40] Senior Portfolio Manager Kostya Etus covers the importance of global investing for a smoother investment ride, and [15:35] is value investing dead? [22:08]Why are...
May 8, 2019 • 38min
Bill Hoyt of Lattice Strategies - Sell in May and Go Away? Not so Fast!
[3:08] We debunk the old saying “Sell in May and go away.” [5:41] CLS Deputy Chief Investment Officer Joe Smith explains why healthcare stocks have lagged behind the rest of the U.S. market lately. [7:27] Plus, we check in on past returns and future expectations. [23:17] Rusty interviews Bill Hoyt, Head of Research and Portfolio...
Mar 29, 2019 • 51min
Kray Zeller of CLS Investments- March Madness & Construction Management
Rusty is joined by CLS Director of Research and Senior Portfolio Manager Grant Engelbart for a discussion on recent market activity and sentiment. [4:19] Many parallels exist between March Madness and the way some people select their investments. We look at lessons from the sports world that can help lead to better investing choices. [6:57]...
