Dr. Daniel Crosby’s 21 Financial Resolutions for 2021
January 4, 2021
Financial progress comes second only to goals around diet and exercise when it comes to New Year’s resolutions, and yet, many folks don’t know where to get started when it comes to mapping out a financial future. While most of our resolutions understandably tend to be proactive, there is often just as much to be…
What to Talk About with Clients During National College Savings Month
September 17, 2020
If you’re a financial advisor serving young families, you need to talk about education expenses. Here’s what to say during National College Savings Month.
Orion Advisor Solutions Merges with Brinker Capital Inc., Backed by Reinvestment from TA Associates and New Support from Genstar Capital Inc.
June 29, 2020
We are thrilled to announce that our existing financial partner, TA Associates and new financial partner, Genstar Capital, has decided to reinvest in the future of our business. This newly formed partnership has empowered us to move quickly and merge with one of the industry’s most successful investment management firms, Brinker Capital Inc. The decision…
Berkshire Season Begins
March 3, 2020
Berkshire Hathaway Annual Shareholder Letter I’m delighted to say that the (very) unofficial start of spring was this weekend. Warren Buffett’s annual shareholder letter was released, and that starts the countdown to the annual shareholder meeting in early May. Since 1965, many of Buffett’s quips, quirks, advice and insights have come from these letters. While…
Top Five Blogs of 2019
February 10, 2020
By Kostya Etus, CFA, Co-Director of Research and Senior Portfolio Manager Did you know we regularly publish articles on ETFTrends.com? Here are the top five most-read blogs posted by our team in 2019. Looking over them provides some insight into our thinking over the last year. No. 5 ETF Trends: CLS Investments’ ETF Dashboard by…
2020 Market Forecast: The Best Laid Plans
January 27, 2020
By Marc Pfeffer, Chief Investment Officer As we saw coming into 2019, the best laid plans generally miss the mark when predicting markets. This is one reason the individual investing experience of many investors lags the market by so much. Forecasting is a tough business. But investment planning doesn’t need to be. Stock Market Outlook…
3 Big Things to Keep Your Eye on in 2020
January 2, 2020
CLS Investments believes investors should keep their eye on three big things in the asset management world heading into the new year: politics, China and the Fed, and whether the U.S. is headed for an expansion or a recession.
Active Management’s Time to Shine
December 11, 2019
By Rusty Vanneman, CFA, CMT – Chief Investment Officer, Orion What is the difference between a passive and an active investment portfolio? The passive strategy attempts to match a benchmark’s return (before fees) and risks over time. Success is defined as having a low tracking error. An active fund, however, differs from a benchmark as…
You May Be Taking More Portfolio Risk Than You Think
December 9, 2019
By Rusty Vanneman, CFA, CMT – Chief Investment Officer, Orion Risk can be defined in different ways, but the ultimate risk is not meeting one’s investment objectives. The biggest reason investors do not meet their goals is an inability to stick with an appropriate investment plan. There are two primary reasons investors get off course….
Checking Your Investment Vision for 2020
November 19, 2019
Orion Advisor Solutions Chief Investment Officer Rusty Vanneman recently presented during a S&P Dow Jones Indices webinar about the growing range of strategies for advisors to consider as you recalibrate client portfolios to account for what has become a consistently volatile market.