<p>Guest: Case Eichenberger, CIMA, and Jeovany Zelaya, Client Portfolio Managers. [3:45] How CLS has evolved as an ETF strategist since the early 2000’s. [7:28] Why international markets are a great place to be investing right now. [10:53] Are investors worrying too much about the next bear market? [13:07] Rusty interviews CLS Client Portfolio Managers Case Eichenberger and Jeovany Zelaya on how they help advisors build and maintain relationships with clients.</p>
<p>1926-CLS-9/21/2018</p>

Guest: Case Eichenberger, CIMA, and Jeovany Zelaya, Client Portfolio Managers. [3:45] How CLS has evolved as an ETF strategist since the early 2000’s. [7:28] Why international markets are a great place to be investing right now. [10:53] Are investors worrying too much about the next bear market? [13:07] Rusty interviews CLS Client Portfolio Managers Case Eichenberger and Jeovany Zelaya on how they help advisors build and maintain relationships with clients. 1926-CLS-9/21/2018

Ep. XXIII: Worried About the Next Bear Market?

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. XXIII: Worried About the Next Bear Market?

Ep. XXIII: Worried About the Next Bear Market?

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