Orion's The Weighing Machine

In this episode, Rusty and Robyn talk with Justin Christofel, Portfolio Manager at BlackRock.  For more than a decade, Justin has been overseeing and managing income-oriented multi-asset portfolios. His focus is to generate a consistent level of cash flow for clients, particularly for those who are living through retirement. Justin talks with Rusty and Robyn about active management strategies, the...

When it comes to building an investment portfolio, it's important to have a diversified mix of assets in order to reduce risk. While there are a number of different options to choose from, Exchange-Traded Funds (ETFs) can be an attractive choice for investors looking to add some diversity.  How can ETFs be a low-risk option for diversifying portfolios and why might they be a good option for you? I...

Risk is inherent in any investment. It is therefore crucial to plan your investment portfolio in a way that protects you against losses. Without a solid downside risk management strategy in place, you are exposing yourself to unnecessary losses and financial instability. Taking steps to protect yourself from losses can help ensure that your portfolio remains healthy and profitable, even in difficu...

Firms and investment professionals must keep up. Tech innovations, demographic shifts, redefined client-advisor engagement—you name it. The future of the investment management industry is promising. But, how can the industry keep its vision to provide continuous better outcomes for clients? In this episode, Rusty and Robyn talk with Noreen Beaman, President at Orion Advisor Solutions.  Aside from...

In this episode, Rusty talks with Eric Clarke, CEO of Orion Advisor Services. Eric is a high-profile industry speaker and advocate, and has won numerous industry awards. As Orion’s CEO, he’s focused on creating a suite of technology that can fully transform every client-advisor journey for the better. Eric talks with Rusty about how tech integrations can help build meaningful and seamless client-i...

In this episode, Rusty and Robyn talk with Jamie Susanin, portfolio manager at Brinker Capital Investments, LLC. At an early age, Jamie was already learning about the basics and even foundational skills in finance from her then-advisor grandfather. While Jamie was in sales, one of the (toughest) first clients she served was her grandfather.  There was pressure, but most of all there was a lot of m...

The start of the year is always interesting for investors and advisors. In this episode, Rusty and Robyn talk with Kim Arthur, President and CEO of Main Management, LLC. Kim has been in the finance sector for 35 years. At Main Management, he’s laser-focused on delivering beta plus strategies to clients. According to Kim, investors should keep more of their returns by having control over costs and...

When it comes to retirement, the difficult part is figuring out what retirement plan will work best for you. Many people are afraid to invest their money because they don't know how or where to start. Fortunately, there are lots of options. In today’s episode, Rusty and Robyn talk with Brian Dobbis, Director of Retirement Solutions at Lord Abbett.  Having spent 19 years of his professional career...

The world of investing is constantly evolving. The traditional approach of diversifying portfolios is no longer the only way to go. Today, thematic investing is one of the most exciting investment strategies. The popularity of thematic investing continues to skyrocket, and for good reason. It allows investors to invest in themes or sectors that may be performing well now or have the potential for...

In today’s episode, Rusty and Robyn talk with Brie Williams, Vice President and Head of Practice Management at SPDR Exchange Traded Funds. Women make up half of the population, but they are vastly underrepresented in the investment industry.  Traditionally, they have been economically disadvantaged relative to their male counterparts.  In recent years, however, there has been a changing role for w...

In an economy characterized by uncertainty, can decentralized finance offer a better solution to protect your money and investments? In today’s episode, Rusty and Robyn talk with Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management. Jeremy had an innate interest in numbers as a kid, and grew up reading the Wall Street Journal and watching stock prices. He began his caree...

The economy is changing. Markets are shifting. As you make decisions about retirement or other long-term goals, it's important to think about the types of investments that will be appropriate for those goals. How does focusing on conventional investment strategies limit your potential to succeed? In today’s episode, Rusty and Robyn talk with Brian Selmo, Partner and Portfolio Manager at First Paci...

Inflation is one of the many things that can erode your investment returns, leaving you with far less than you anticipated.  How can you protect yourself from inflation and maximize your yield? In today’s episode, Rusty and Robyn talk with Scott Henderson, Senior Vice President and Portfolio Specialist at Calamos Investments. Being with Calamos Investments since the beginning of his career, Scott...

The world is changing and it's time to change with it. As global debt and inflation rise, how can investors navigate the challenges of the global economy? In today’s episode, Rusty and Robyn talk with Dirk Hofschire , Senior Vice President of Asset Allocation Research at Fidelity Investments. Prior to joining Fidelity , Dirk was a foreign service officer for the U.S. Department of State and a fina...

In today’s episode, Rusty and Robyn talk with Frank Nickel, Head of Quantitative Strategies and Investments at Brinker Capital. Frank oversees the setup of the investment process that drives direct investing strategies and risk mitigation across various platforms at Brinker. Prior, Frank spent 27 years in various roles at Morgan Stanley—from asset allocation strategist to director of investment st...

In today’s episode, Rusty and Robyn talk with Simeon Hyman, Global Investment Strategist at ProShares. From the initial idea of an ETF to product development to the roll-out, Simeon creates—and even customizes—a smooth product strategy to ensure every client and prospect understands the ETF's scope. Prior to creating successful ETFs with ProShares, Simeon held investment leadership roles at Bloomb...

In today’s episode, Rusty and Robyn talk with Mike Van Wyk, Vice President of Research and Insights for Capital Group. Mike has studied human behavior throughout his two-decade career to better understand what truly drives consumer behavior and business growth. Whether it be packaged goods or financial services, Mike brings game-changing insights to the table. His research helps others skyrocket t...

In today’s episode, Rusty and Robyn talk with Maria Quinn, national spokesperson and thought leadership ambassador at Vanguard. Maria provides her expertise in Vanguard’s largest business line by working externally with financial advisors and intermediaries. Before starting her journey with the firm, Maria was involved with non-profit organizations that provide marginalized people with access to e...

In today’s episode, Rusty and Robyn talk with Carl Kaufman, Co-CEO, Co-President, and Managing Director of Fixed Income at Osterwise Management in San Francisco. Before it was the norm, Carl was designing flexible fixed income strategies for his firm’s clients. His decades of industry experience built the trust necessary to switch to the brokerage industry and start work on some game-changing adva...

In today’s episode, we’re sharing Rusty’s recent live interview with Jeremy Siegel from Orion’s Ascent conference. Jeremy Siegel is a professor of finance at the Wharton School of Business and a Senior Investment Strategy Advisor at WisdomTree Asset Management. Jeremy’s opinion on the economy and the financial markets has long been trusted and sought after by Wall Street firms because of his decis...

In today’s episode, Rusty and Robyn talk with Suzanne Daly, Vice President of Model Portfolios at Fidelity Investments.  After working with brokers, dealers, RIAs, and multi-family offices at Fidelity for more than 18 years, Suzanne now oversees the managed account model portfolios and managed accounts distribution efforts. Together with her team, she helps firms optimize their tech stacks, assemb...

In today’s episode, Rusty and Robyn talk with Glenn Dorsey, head of client portfolio management at Clark Capital Management Group. By the time he was 10, Glenn already had a deep fascination with the market and was trading stocks. In college, he double-majored in accounting and finance and got his CFA and CAIA designations. Glenn has been offering his expertise in portfolio management to well-know...

In today’s episode, Rusty talks with Larry Swedroe, the director of research for Buckingham Strategic Wealth. Larry finished his MBA in Finance and Investment from NYU. Larry stays connected to the financial industry by spearheading research for Buckingham and the BAM Alliance, but he’s also a prolific writer who has authored or co-authored 16 books. His mission is to explain investing theories to...

In today’s episode, Rusty and Robyn talk with Manish Khatta, President and CIO at Potomac Fund Management, Inc. Manish is a quantitative analyst and a self-professed math geek. His love for mathematical algorithms and finance blossomed from what was supposed to be a summer job with Potomac before entering law school. Now, a lifelong Protomac employee, he continues to lead and share his expertise i...

In today’s episode, Rusty talks with Aaron Scully, Portfolio Manager on the Global Sustainable Equity Team at Janus Henderson Investors. Aaron has been with Janus Henderson Investors for more than two decades. Since the beginning, he has helped with implementing the best investment strategies to move sustainability forward. When not at his desk, Aaron enjoys climbing Colorado's 14ers. As a person...