
-
Advisor Tech
-
-
Recommended
-
-
Wealth Management
-
-
Recommended
-
-
Who We Serve
-
Who We Serve
-
Individuals
- Financial Advisors
- Business Owners
- Chief Compliance Officers
- Chief Operations Officers
- Chief Technology Officers
FirmsRecommended
- Resources
-
Resources
-
Learn
2024 Election Insights
Discover key insights on the 2024 presidential election. Equip yourself to provide strategic guidance and help investors make confident, informed decisions.
Lead the field with fresh insights, delivered straight to your inbox.
OCTOBER 31, 2024Is Wall Street at Odds with Itself Ahead of the Vote?
With only days left in the race, we look at indicators pointing to each outcome.
Historically, the stock market has been a reliable predictor of Presidential elections beginning 90 days prior to election day. Positive S&P 500 returns typically signal a win for the incumbent party, while negative returns favor the challenger. See performance above. Learn More
Post-Election DeBrief - Live Webinar
On Friday, November 8, Tim Holland and Steve Pavlick will dig into the election results, analyzing what they mean for the markets and the economy into 2025.
Featured VideoState of The Race - One Week Out from Election Day
Tim Holland and Steve Pavlick provide an update on the Presidential Election and Battle for Congress (as of October 29, 2024).
Dig DeeperThe Complete Election Collection
Wealth Management
Blog
The Weekly Wire: Navigating Volatility Amid Global Uncertainty5 min readBehavioral Finance
Podcast
Standard Deviations Podcast: The Election and Your MoneyWealth Management
Blog
The Weekly Wire: Correction Territory – Stock Market Pullback Offers Opportunities Amid Recession Signals6 min readWealth Management
Blog
The Weekly Wire: Strong Finish Amidst Volatility and Positive Economic Growth5 min readWealth Management
Blog
The Weekly Wire: Navigating Market Shifts Amidst Political Uncertainty5 min readFrom Our PartnersPartner Resources
Our Thought LeadersThe Minds Behind the Insights
Meet the thought leaders delivering the critical insights and analysis, helping you understand the impact of this year's election on the markets — and on your clients.
Chief Investment Officer – OCIOTim Holland
Dive deep into weekly market performance with Tim Holland, Orion’s Chief Investment Officer – OCIO, who oversees the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments, providing the firm’s macroeconomic and capital markets outlook to financial advisors, investors, and the media.
Chief Behavioral OfficerDr. Daniel Crosby
Get the best in BeFi with a wealth of content from Orion’s Chief Behavioral Officer, Dr. Daniel Crosby. From his award-winning Standard Deviations podcast to his New York Times bestseller, Personal Benchmark: Integrating Behavioral Finance and Investment Management, Dr. Crosby has developed no shortage of proprietary courses, tools, resources and more for your behavioral finance journey.
Chief Investment Officer – Wealth ManagementRusty Vanneman
Start strategizing with the bevy of resources produced by Orion’s Chief Investment Officer – Wealth Management, Rusty Vanneman, CFA, CMT, BFA — from his two podcasts, The Weighing Machine and Weighing the Risks, to weekly and monthly market insights, to so much more.
The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.
The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.
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.
Outsourced Chief Investment Officer (OCIO) services offered by TownSquare Capital, LLC (“TSC”), an Orion Company. TSC is a registered investment advisor.
2005-OAS-8/8/2024
-
-
-