Are we heading for a bear market? Or will this bull keep going? On this episode, we review investor sentiment and how we can prepare for either scenario. With special guest Case Eichenberger, CLS client portfolio manager, we’ll also discuss commodities, factor investing – and why we might have it totally wrong on dividends. 
Guest: Case Eichenberger, CIMA – Client Portfolio Manager, CLS Investments 
Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer
3113-CLS-10/23/2017

Are we heading for a bear market? Or will this bull keep going? On this episode, we review investor sentiment and how we can prepare for either scenario. With special guest Case Eichenberger, CLS client portfolio manager, we’ll also discuss commodities, factor investing – and why we might have it totally wrong on dividends. Guest: Case Eichenberger, CIMA – Client Portfolio Manager, CLS Investments Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer 3113-CLS-10/23/2017

Are we heading for a bear market? Or will this bull keep going? On this episode, we review investor sentiment and how we can prepare for either scenario. With special guest Case Eichenberger, CLS client portfolio manager, we’ll also discuss commodities, factor investing – and why we might have it totally wrong on dividends. 
Guest: Case Eichenberger, CIMA – Client Portfolio Manager, CLS Investments 
Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer
3113-CLS-10/23/2017

Ep. I – Bullish or Bearish – Does It Matter?

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

Business

Investing

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

Share Ep. I – Bullish or Bearish – Does It Matter?

Sign up to save your podcasts

Ep. I – Bullish or Bearish – Does It Matter?

Ep. I – Bullish or Bearish – Does It Matter?

More shows like Orion's The Weighing Machine

Investing Insights

Your Money, Your Wealth

Stay Wealthy Retirement Podcast

The Long View

Ready For Retirement

Retire With Style

Your Money Guide on the Side