298 Episodes

  1. Brent Sullivan of Tax Alpha Insider - Should the Tax Tail Wag the Dog?

    Published: 21/01/2025

  2. Savina Rizova of Dimensional Fund Advisors - It’s All About Research: The Latest Trends, How to Get the Best Data and Why It’s So Important

    Published: 14/01/2025

  3. Rusty Vanneman and Robyn Murray of Orion - Year-End Review of The Weighing Machine

    Published: 7/01/2025

  4. Jack Sharry of LifeYield - Technology and Tax Efficient Investing

    Published: 31/12/2024

  5. Shana Sissel of Banrion Capital Management - The Risks and Rewards of Alternative Investing

    Published: 24/12/2024

  6. Nate Conrad of LifeX - A New Approach to Retirement Planning

    Published: 17/12/2024

  7. Joel Shulman of EntrepreneurShares - The High Growth Potential of Entrepreneurial Investing

    Published: 10/12/2024

  8. Christopher Norton of Potomac Fund Management - Get Those Creative Juices Flowing: We’ll Talk Marketing and the Power of Creativity

    Published: 3/12/2024

  9. Charlie Phelan of Fidelity Investments - Levers of Growth for Wealth Management Firms

    Published: 26/11/2024

  10. Cliff Asness of AQR - Balancing Risks and Rewards for a Quantitative Approach

    Published: 19/11/2024

  11. Julie Abbett of JPMorgan - ETFs Keep Growing, But There’s a Lot More to Learn About Them

    Published: 12/11/2024

  12. John Kerschner of JanusHenderson - CLOs: What Are They and Why Should Investors and Financial Advisors Be Interested?

    Published: 5/11/2024

  13. Paul Curley of ISS Market Intelligence - 529 Plans: How They Work and How They Benefit Investors and Advisors

    Published: 29/10/2024

  14. Saira Rahman of Fundrise - The World of Alternatives and Why They’re Even More Important Now

    Published: 22/10/2024

  15. Michael Patchen of Colleva - Artificial Intelligence and An Exciting Way that AI is Helping Develop Better Advisors, Leaders and Employees

    Published: 15/10/2024

  16. Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much More

    Published: 8/10/2024

  17. Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch

    Published: 1/10/2024

  18. The Brinker Due Diligence Team - Due Diligence and How to Do it Right

    Published: 24/09/2024

  19. Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic Investing

    Published: 17/09/2024

  20. Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean?

    Published: 10/09/2024

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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

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