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Maintain Perspective During VolatilityApproved Resources for Use With Investors
Free materials to use with your clients, from Behavioral Finance content to historical market perspectives.
NOTE: Follow your firm’s process for approval of marketing materials/videos to the public.
Create a Custom Market Volatility Video for Your Clients!
Give it a TryMarket volatility can be challenging for investors—help your clients stay informed and confident with a custom-branded video tailored to your firm! Simply enter your firm’s contact information, logo, and color scheme, and we will do the rest.
Noise vs. Information
Download NowEmpower your clients to stay focused by cutting through the noise. Access strategies to help them critically evaluate financial news, avoid panic-driven decisions, and keep their investment strategy on track.
10 Quick Tips for Managing Emotion
Download NowHelp clients make better financial decisions by mastering emotional regulation with practical strategies to recognize and manage emotions, improving decision-making and strengthening your approach.
Finding Hope When Hope Seems Hard to Find
Download NowAs a financial advisor, you have the unique ability to restore perspective and instill optimism in your clients during times of crisis. Use this resource to understand the psychology of fear, market resilience, and how you can help clients maintain long-term focus.
Market Volatility Reference Guide
Download NowStaying invested during uncertainty is challenging, but history shows that markets recover and grow over time. Gain data-driven insights and practical strategies to help you and your clients navigate volatility with confidence and discipline.
Dig DeeperThe Complete Market Volatility Collection
Wealth Management
Blog
The Weekly Wire: The Reports Of The Dollar’s Death Are Greatly Exaggerated
6 min readWealth Management
Blog
The Weekly Wire - A Tentative Respite Amid Ongoing Uncertainties
6 min readBehavioral Finance
Blog
The Case for Calm: Why "Playing it Safe" Can Be Dangerous
5 min readWealth Management
Blog
Perspectives on Market Volatility: Annual Asset Class Returns
4 min readWealth Management
Blog
The Weekly Wire - Navigating Through Noise with Disciplined Calm
6 min read
Chief Investment OfficerTim Holland
Dive deep into weekly market performance with Tim Holland, Orion’s Chief Investment Officer, who leads the Investments team for Orion Wealth Management, including Brinker Capital, Orion OCIO and Orion Portfolio Solutions, 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.
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