- monatlichErscheinungsrhythmus
- 44 mintypische Länge
- 22. Okt.letzte Folge
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 think2perform.com.
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Matthew Bucklin of ExchangiFi - 351 Exchanges and New IRS Guidance
Today on the podcast, Ben Vaske talks with Matthew Bucklin, Founder of ExchangiFi. Prior to ExchangiFi, Matthew founded Valley Cove Capital, a search fund focused on small business acquisitions. He launched multiple successful tech ventures
Phil Voelker of AAMA - Black and White in a Gray Market
Today on the podcast, Ben Vaske is joined by Phil Voelker, Chief Investment Officer of Advanced Asset Management Advisors (AAMA) based in Ohio. Phil directs and manages AAMA’s investment policy strategy. With more than 40 years of experienc
Felipe Toews of Toews Asset Management – A Behavioral Approach to Managing Market Risk
Today on the podcast, Ben Vaske is joined by Felipe Toews from Toews Asset Management. Felipe Toews is Chief Executive Officer of the Toews Corporation and a Portfolio Manager of Toews Asset Management. His management strategies focus on cr
James St. Aubin of Ocean Park Asset Management - Winning by Not Losing
Today on the podcast, Ben Vaske is joined by James St. Aubin from Ocean Park Asset Management. James St. Aubin, CFA®, CAIA®, is Chief Investment Officer and Portfolio Manager for Ocean Park Asset Management. He has oversight of all Investme
Seth Rosenthal of Academy Asset Management - When Geopolitics Moves Markets
Today on the podcast, Ben Vaske is joined by Seth Rosenthal from Academy Asset Management. Seth was previously the Bank Chief Investment Officer at Northern Trust. In his 16-year career at Northern, he oversaw $100 billion in global fixed i
Fritz Folts of 3EDGE Asset Management - Multi-Asset Investing 101
Today on the podcast, Ben Vaske is joined by Fritz Folts from 3EDGE Asset Management. Fritz has over 25 years of investment and portfolio management experience. Prior to 3EDGE, he served for over 12 years on the investment committees at bot
Michelle Cluver of Global X ETFs - The Long Game of AI
Today on the podcast, Ben Vaske is joined by Michelle Cluver, Head of ETF Model Portfolios at Global X ETFs. Michelle joined Global X in 2018. She is responsible for overseeing the model portfolio solutions team in the construction and mana
Adam Hetts of Janus Henderson - Positioning Multi-Asset Portfolios for 2026
Key Takeaways • What is Adam’s favorite home-cooked meal or recipe? • Adam’s professional background and more on the multi-asset group he leads at Janus Henderson • As Adam steps back, and looks forward to 2026, what does he see as the most
Jason Mertz of AllianceBernstein - Municipal Bond Market Headwinds Turning a Corner
Today on the podcast, Ben Vaske is joined by Jason Mertz from AllianceBernstein. Jason Mertz is a Vice President and Investment Strategist for AB’s Municipals team, covering all mutual funds, exchange-traded funds and separately managed acc
Kim Arthur of Main Management - The Ethos of Client Service
Today on the podcast, Ben Vaske is joined by Kim Arthur, CEO and Portfolio Manager of Main Management. Kim D. Arthur is a founding partner of Main Management, LLC. He currently serves as Main’s CEO and Portfolio manager. In 2009 Kim was rec
Kim Arthur of Main Management - The Philosophy and Wisdom of a Six Time Guest on The Weighing Machine
Today on the podcast, Rusty and Robyn are joined by Kim Arthur, CEO and Portfolio Manager of Main Management. Kim D. Arthur is a founding partner of Main Management, LLC. He currently serves as Main’s CEO and Portfolio manager. In 2009 Kim
Dominic Vaccaro of Burlington Capital - The World of Commercial Real Estate Investing
Today on the podcast, Rusty and Robyn are joined by Dominic Vaccaro, President of Real Estate at Burlington Capital. Dominic Vaccaro is President of Real Estate and sits on the Investment Committee of Burlington Capital, the company’s spons
Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional Living
Today on the podcast, Rusty and Robyn are joined by Morgan Lemaitre, Founder & Owner of Park City Wealth Advisors. Morgan Lemaitre, CFP®, founder and owner of Park City Wealth Advisors, boasts over a decade in the financial services industr
Jeff Brooks of Janus Henderson - King Lear, Tony Soprano and the Lessons of Wealth Transfer
Today on the podcast, Rusty and Robyn are joined by Jeff Brooks, Senior Wealth Strategist with the Specialist Consulting Group at JanusHenderson Investors. Jeffrey R. Brooks is a Senior Wealth Strategist with the Specialist Consulting Group
Dustin Haygood of Aristotle - Value Investing and the Power of Patience
Today on the podcast, Rusty and Robyn are joined by Dustin Haygood, Client Portfolio Manager at Aristotle Capital Management. Dustin Haygood is a Client Portfolio Manager at Aristotle Capital and a member of the investment team. Prior to jo
Scott MacKillop - The Legendary Innovator on Disrupting Wealth Management and Climbing Mountains
Today on the podcast, Rusty and Robyn are joined by serial entrepreneur and strategic advisor Scott MacKillop. Scott MacKillop, the former CEO of First Ascent Asset Management, serves as strategic advisor to GeoWealth, an enterprise technol
Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your Career
Today on the podcast, Rusty and Robyn are joined by Judith Peterson, Chief Marketing Officer at DwellFi and SteerCo Member of the Women’s Accelerator Network in NYC. Judith Peterson, based in New York, NY, US, is currently a Chief Marketing
Alma Rodriguez-Piscitello of Revela Advisors - How to Brand and Market Your Firm and Why It All Matters
Today on the podcast, Rusty and Robyn are joined by Alma Rodriguez-Piscitello, CEO & Founder of Revela Advisors. As the driving force behind Revela Advisors, Alma is all about helping businesses unlock their true potential and achieve susta
Frank Trotter of Battle Bank - The Inside Story of Online Banking
Today on the podcast, Rusty and Robyn are joined by Frank Trotter, President at Battle Bank. Frank Trotter has been involved in the banking business since 1981. In 1998, he became a co-founder of everBank.com, a national direct-to-consumer
Morris Chen of DoubleLine Capital - Commercial Real Estate
Today on the podcast, Rusty and Robyn are joined by Morris Chen, Portfolio Manager at DoubleLine Capital. Mr. Chen joined DoubleLine at its inception in 2009. He is a Portfolio Manager leading the CMBS/CRE Debt Investment team and CRE New I
Daryl Clements of AllianceBernstein - It's All About Municipal Bonds
Today on the podcast, Rusty and Robyn are joined by Daryl Clements, Municipal Portfolio Manager at AllianceBernstein. Daryl Clements joined AB in 2002 from a role in credit research. Drawn by the firm's reputation and potential for opportun
Felipe Toews of Toews Asset Management - The Behavioral Portfolio Book
Today on the podcast, Rusty and Robyn are joined by Felipe Toews, Chief Executive Officer of the Toews Corporation and a Portfolio Manager of Toews Asset Management. Felipe Toews is Chief Executive Officer of the Toews Corporation and a Por
Wade Pfau of Retirement Researcher - Retirement Income and RISA
Today on the podcast, Rusty and Robyn are joined by Wade Pfau, Director of Retirement Research for McLean Asset Management, Founder of The Retirement Researcher and Co-Founder of the Retirement Income Style Awareness Tool. Wade D. Pfau, PhD
Anmol Sinha of Capital Group - The Fixed Income Market and ETFs
Today on the podcast, Rusty and Robyn are joined by Anmol Sinha, a Fixed Income Investment Director at Capital Group, home of American Funds. He has 15 years of investment industry experience and has been with Capital Group for one year. Pr
Russ Koesterich of BlackRock - Global Strategies and Market Outlook
Today on the podcast, Rusty and Robyn are joined by Russ Koesterich, portfolio manager at BlackRock in Denver, CO. Russ Koesterich, CFA, JD, Managing Director and portfolio manager, is a member of the Global Allocation team and the lead por
Meb Faber of Cambria Funds - A Wealth of Valuable Content and Most of It Is Free
Today on the podcast, Rusty and Robyn are joined by Meb Faber, Co-founder and Chief Investment Officer of Cambria Investment Management. Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is t
Jeff DeMaso of The Independent Vanguard Adviser - The Inside Scoop Into One of the World’s Largest Funds
Today on the podcast, Rusty and Robyn are joined by Jeff DeMaso - editor and founder of The Independent Vanguard Adviser. Jeff was previously the co-editor and research director of The Independent Adviser for Vanguard Investors. He also ser
Sue Thompson of Women in ETFs - The Keys to Leadership and Much More
Today, Rusty and Robyn are joined by Sue Thompson, co-founder of Women in ETFs. Sue Thompson is a strategic, dynamic Financial Services Executive who has distinguished herself by commercializing new trends in the financial services industry
David Lau of DPL Financial Partners - Why You Should Consider Insurance and Annuities in Your Investment Plans
Today, Rusty and Robyn are joined by David Lau, Founder and CEO at DPL Financial Partners. David Lau is widely recognized as an innovator and disruptor in the financial services industry. He is the Founder and Chief Executive Officer of DPL
Bob Baker of Advanced Asset Management Advisors - An Outlook for 2025
Today, Rusty and Robyn are joined by Bob Baker, President at Advanced Asset Management Advisors. Bob founded Advanced Asset Management Advisors in 1998, with the mission of creating a better client investment experience. Today, he remains h
