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Orion's The Weighing Machine

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 register...

Adam Hetts of Janus Henderson - Portfolio Construction Strategy and Market Outlooks

27 mins; August 22, 2023

Charles Goldman of Orion - The Future of Holistic Wealth Management

49 mins; August 15, 2023

Chris Ryan of BlackRock - Exploring Fixed Income SMAs

25 mins; August 08, 2023

Jim Cullen of Schafer Cullen Capital Management - Value Investing: A Time-Tested Strategy for Long-Term Success

37 mins; August 01, 2023

Bruce Bond of Innovator ETFs - Defined Outcome ETFs

37 mins; July 25, 2023

Doug Lennick of think2perform - Why Behavioral Finance Is Important

63 hours 2 mins; July 18, 2023

Fritz Folts of 3EDGE Asset Management - Multi-Asset Investing

45 mins; July 11, 2023

Sean O'Hara of Pacer ETFs - Rethinking Value Investing

27 mins; July 04, 2023

Jennifer Grancio of Engine No.1 - Shaping a Sustainable Future Through Activist Investing

26 mins; June 27, 2023

Mike Singleton of Invictus Research - Macro-Economy and Market Dynamics

36 mins; June 20, 2023

Kostya Etus of Dynamic Advisor Solutions - The Five Key Concepts of Building Successful Investment Models

60 hours 26 mins; June 13, 2023

Alex Oxenham of Hilton Capital Management - Tactical Income Strategies

31 mins; June 06, 2023

Philipp Hecker of Bento Engine - Advice Beyond Investing

37 mins; May 30, 2023

Jeff Strese of Jeff Strese Consulting Group - Why Emotional Intelligence Is Important for Financial Advisors

33 mins; May 23, 2023

Bryan Keller of Dakota Wealth Management - The Future of RIAs

52 mins; May 16, 2023

Phil Voelker of AAMA - Understanding the State of the Economy and Markets

31 mins; May 09, 2023

Steven Atkinson of Buckingham Strategic Partners - Becoming an Admired Financial Advisor

38 mins; May 02, 2023

Andrew Rosenberger of Orion - Creating Personalized Portfolios to Attract and Retain Clients

37 mins; April 25, 2023

The Perfect Opportunity to Become a Financial Advisor with Liberty One's Ben Pahl

39 mins; April 18, 2023

Eric Mueller of BlackRock - Unlocking the Potential of ETFs, Sustainable Investing, and Alternative Investments

27 mins; April 11, 2023

Phillip Toews of Toews Asset Management - The Hidden Implications of Global Debt

48 mins; April 04, 2023

Brian McLaughlin of Orion - How People, Culture, and Technology Drive Business Success

55 mins; March 28, 2023

Michael Ashton of Enduring Investments - Inflation and Economics From a Trader's Seat

56 mins; March 21, 2023

Eric Godes of FP Transitions - The Foundation of a Successful Succession Plan

43 mins; March 14, 2023

Christopher Hart of Brinker Capital - Why Due Diligence Is Critical for Successful Investments

50 mins; March 07, 2023

Eric Biegeleisen of 3EDGE Asset Management - Navigating the World of ETF (Exchange-Traded Fund)

33 mins; February 28, 2023

Art Lutschaunig of Parti Pris Investment Partners - Direct Indexing and the Future of FinTech and Managed Accounts

66 hours 57 mins; February 21, 2023

Paula Wieck of Commerce Trust Company - What Investors Need to Know About Today's Economy

47 mins; February 14, 2023

The Future of FinTech, WealthTech, and Wealth Management with Eric Clarke

36 mins; February 07, 2023

Stanley Sattler of Belle Haven Investments - The Beauty of Investing in Municipal Bonds

34 mins; January 31, 2023

David Lundgren of MOTR Capital Management and Research - Technical Analysis Strategies and Market Outlook for 2023

57 mins; January 24, 2023

Venk Reddy of Osterweis Capital Management - Sustainable Credit Strategies

38 mins; January 17, 2023

Kim Arthur of Main Management - The Economic Outlook for 2023

32 mins; January 10, 2023

Kurt Brown of TownSquare Capital - Outsourced Chief Investment Officer (OCIO) Services for Institutions and Advisory Firms

47 mins; January 03, 2023

Shawn Reynolds of VanEck - The Unique Benefits of Investing in Natural Resources and Commodities

40 mins; December 27, 2022

Jeff DeMaso of The Independent Vanguard Investor and Adviser Investments- An Independent Voice on Vanguard

44 mins; December 20, 2022

Paul Ma of Fidelity Institutional Asset Management - Helping Advisors Build a Better Portfolio

18 mins; December 13, 2022

Bryce Skaff of Dimensional Fund Advisors - Bringing Systematic Investment Strategies to Advisors

45 mins; December 06, 2022

Colleen Ambrose of Capital Group - The Possibility of a Global Recession

25 mins; November 29, 2022

James St. Aubin and Kenneth Sleeper of Sierra Mutual Funds and Ocean Park Asset Management - Tactical Investment Strategies

34 mins; November 22, 2022

Samuel Lau of DoubleLine - Fixed Income Asset Allocation

54 mins; November 15, 2022

Andrew Beer of Dynamic Beta Investments - Bringing Hedge Fund Portfolio Solutions to Investors

40 mins; November 08, 2022

Growth and Investment Opportunities in Infrastructure with Ken Baumgartner

30 mins; November 01, 2022

Brett Van Bortel of Invesco Consulting - Enhancing Top Client Retention

40 mins; October 25, 2022

Glenn Dorsey of Clark Capital Management - The Current State of Inflation, Bond Markets, and Growth Stocks

28 mins; October 18, 2022

Paul Curley of ISS Market Intelligence - A Tax-Advantaged Way to Save for Education

30 mins; October 11, 2022

John Crawford and David Gilmore of Equity Investments and Crawford Investment Council - Dividend-Focused Investment Strategies

28 mins; October 04, 2022

Billy Oliverio of United Planners Financial Services - Taking Financial Services to New Heights

42 mins; September 27, 2022

Lori Hardwick of Red Rock Strategic Partners - Trends and Innovations in Wealth Management

37 mins; September 20, 2022

Michael Gates of BlackRock - Industry Trends, ETFs, and Model Portfolios

32 mins; September 13, 2022

Michael Petro of Putnam Investments - Investing in Small-Cap Value Stocks

25 mins; September 06, 2022

Maxwell Gold of State Street Global Advisors - A Gold-Based Investment Strategy

29 mins; August 30, 2022

Kate Guillen of Simplicity Operations Management - Why Advisors Need CRM

28 mins; August 23, 2022

Colleen Jaconetti of Vanguard - A Goals-Based Approach to Retirement Spending

20 mins; August 16, 2022

Thomas Forsha of River Road Asset Management - A Value-Based Strategy to Generating Attractive Returns

36 mins; August 09, 2022

Daniel Villalon of AQR Capital Management - Investing in the Face of Market Risks

59 mins; August 02, 2022

Matt Werner of Chilton Capital Management - Investing in REITs

28 mins; July 26, 2022

Chip Roame of Tiburon Strategic Advisors - The State Of Wealth And Investment Management

37 mins; July 19, 2022

Cody Wheaton and Brian Demain of Janus Henderson Investors - Mid-Cap Growth Stock Investing

51 mins; July 12, 2022

Joshua Emanuel of Wilshire - A Simple Guide To Liquid Alternatives

31 mins; July 05, 2022

Scott Ladner of Horizon Investments - Goals-Based Financial Strategies

37 mins; June 28, 2022

Herb Morgan of Efficient Market Advisors - ETF Investing, ESG Strategies, and Total Return

41 mins; June 21, 2022

Kostya Etus of Dynamic Advisor Solutions - Why Advisors Should Outsource Investment Management

49 mins; June 14, 2022

David Ledgerwood of Turncast - Podcasting As a Revenue Generator for Financial Services

37 mins; June 07, 2022

William B. Irvine of Wright State University - The Stoic Approach to Navigating Financial Markets

46 mins; May 31, 2022

Rayna Lesser Hannaway of Polen Capital Management - Managing Investments That Are Built to Last

26 mins; May 24, 2022

ESG Investing: Building A Sustainable and Socially Responsible Investment Practice with Theresa Gusman

44 mins; May 17, 2022

Robert Baker of Advanced Asset Management Advisors - The Competitive Advantage of Working with Boutique Strategist Firms

22 mins; May 10, 2022

Michael Ashton of Enduring Investments - Everything You Need To Know About Inflation with "The Inflation Guy"

50 mins; May 03, 2022

Yoav Sharon of Driehaus Capital Management - Event-Driven Investing Strategies

34 mins; April 26, 2022

Christopher King of Eaglebrook Advisors - Why Investors Should Consider Digital Assets

49 mins; April 19, 2022

Courtney Rosenberger of Strategas Asset Management - Why Lobbying Is A Great Investment Strategy

32 mins; April 12, 2022

David Sherman of CrossingBridge Advisors - Investment Strategies That Work In Highly Volatile Markets

62 hours 26 mins; April 05, 2022

Manish Khatta of Potomac Fund Management - Marketing and Branding Strategies That Work

28 mins; March 29, 2022

Jeff Spiegel of BlackRock - Megatrends: The Biggest Trends Shaping Our Future

38 mins; March 22, 2022

Kenneth Sleeper of Ocean Park Asset Management - Balancing Risk In Uncertain Times

28 mins; March 15, 2022

Eben Burr of Toews Asset Management - Hedging Against Inflation, and Preparing for a Potential Bear Market

45 mins; March 08, 2022

Justin Christofel of BlackRock - How to Build Global Multi-Asset Income Portfolios

34 mins; March 01, 2022

John Davi of Astoria Portfolio Advisors - Managing Investment Risks through ETFs

41 mins; February 22, 2022

Geremy van Arkel of Frontier Asset Management - Managing Downside Risk, and Protecting Your Investments

63 hours 5 mins; February 15, 2022

Noreen Beaman of Orion - The Importance of Behavioral Finance, and the Future of the Investment Industry

26 mins; February 08, 2022

Eric Clarke of Orion - Leveraging Tech for Better Investor Outcomes

30 mins; February 01, 2022

Jamie Susanin of Brinker Capital - Effective Mentoring and Proactive Tax Management

39 mins; January 25, 2022

Kim Arthur of Main Management - Thematic Investing and 2022 Investing Strategies

23 mins; January 18, 2022

Brian Dobbis of Lord Abbett - Smart Ways to Save for Retirement

23 mins; January 11, 2022

Jay Jacobs of Global X ETFs - Thematic Investing: Capitalizing on Trends

27 mins; January 04, 2022

Brie Williams of SPDR Exchange Traded Funds - The Power of Women in Economic Development

51 mins; December 28, 2021

Jeremy Schwartz of WisdomTree Asset Management - Inflation and the Economy Today

35 mins; December 21, 2021

Brian Selmo of First Pacific Advisors - An Unconventional Approach to Building Your Portfolio

34 mins; December 14, 2021

Scott Henderson of Calamos Investments - Maximizing Your Investment Returns

26 mins; December 07, 2021

Market Conditions, Our Favorite Books and Podcasts, and a Look Back at The Weighing Machine with Ben Vaske

34 mins; November 30, 2021

Dirk Hofschire of Fidelity Investments - Investing in the Face of a Global Economic Downturn

46 mins; November 23, 2021

Frank Nickel of Brinker Capital - Decoding the Hype Behind Direct Indexing

22 mins; November 16, 2021

Simeon Hyman of ProShares - Diversifying with BITO and Bitcoin ETFs

21 mins; November 09, 2021

Mike Van Wyk of Capital Group - Pathways to Business Growth

22 mins; November 02, 2021

Maria Quinn of Vanguard - Understanding the Behavior Gap and Reducing Client Churn

36 mins; October 26, 2021

The Essentials of 529 Plans and Investing in College with Mike Dunlop

32 mins; October 19, 2021

Carl Kaufman of Osterwise Management - Rising Inflation and Changing Markets

31 mins; October 12, 2021

Jeremy Siegel of WisdomTree Asset Management - Market Outlook and Concerns about Inflation

24 mins; October 05, 2021

Suzanne Daly of Fidelity Investments - Holistic Wealth Planning and Outsourcing Money Management

37 mins; September 28, 2021

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Orion's The Weighing Machine

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