Orion's The Weighing Machine

EP XXI: Hidden Risk & Taking Advantage of Volatility


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Guest: Chelsey Duncan, CLS Director of Marketing. [4:29] Headlines can be deceiving and hidden risk may be preying on your “safe” investment. [10:33] Plus, Senior Market Strategist Joe Smith talks about why now might not be the time to accelerate into U.S. stocks and how to take advantage of market jitters to reduce the tax burden. [21:06] And CLS Director of Marketing Chelsey Duncan discusses the valuable tools and resources we provide for advisors.

1848-CLS-8/25/2018

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Orion's The Weighing MachineBy Orion Portfolio Solutions

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