Guest: CLS CEO Ryan Beach. How can we improve performance during this lackluster time for returns? And are smart people better investors?  We also discuss tariffs, technology, and managing for the next black swan with our guest, CLS Client Portfolio Manager Case Eichenberger.
1422-CLS-4/17/2018

Guest: CLS CEO Ryan Beach. How can we improve performance during this lackluster time for returns? And are smart people better investors? We also discuss tariffs, technology, and managing for the next black swan with our guest, CLS Client Portfolio Manager Case Eichenberger. 1422-CLS-4/17/2018

Guest: CLS CEO Ryan Beach. How can we improve performance during this lackluster time for returns? And are smart people better investors? &nbsp;We&nbsp;also discuss tariffs, technology, and managing for the next black swan with our guest, CLS Client Portfolio Manager Case Eichenberger.
1422-CLS-4/17/2018

Ep. XIII – Tariffs, Tech Wrecks and How to Improve Performance

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

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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 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

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Ep. XIII – Tariffs, Tech Wrecks and How to Improve Performance

Ep. XIII – Tariffs, Tech Wrecks and How to Improve Performance