Turn Volatility Into Opportunity

Stay equipped to help guide your clients through market uncertainty.
 

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On-Demand Webinar

The Mind and the Market

Register now to watch Dr. Daniel Crosby and Tim Holland partner for a special investor-inclusive webinar as they break down the latest market trends and share actionable behavioral finance insights. Learn how to keep emotions in check and stay committed to your long-term financial goals — no matter how turbulent the markets get.

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Featured Video

Thoughts on a Volatile Market: Trade and Tariffs

Tariffs, trade wars, and market volatility — what’s next? Watch Orion CIO Tim Holland and policy expert Steve Pavlik break it down.

Maintain Perspective During Volatility

Approved Resources for Use With Investors

Free materials to use with your clients, from Behavioral Finance content to historical market perspectives.

Create a Custom Market Volatility Video for Your Clients!

Market 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.

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Noise vs. Information

Empower 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.

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One pager

10 Quick Tips for Managing Emotion

Help clients make better financial decisions by mastering emotional regulation with practical strategies to recognize and manage emotions, improving decision-making and strengthening your approach.

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Finding Hope When Hope Seems Hard to Find

As 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.

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Market Volatility Reference Guide

Staying 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.

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Market Volatility Toolkit
Dig Deeper

The Complete Market Volatility Collection

Behavioral Finance

Whitepaper

Behavioral Finance: Building Trust in Turbulent Times
advisor and client conversation

Wealth Management

Blog

Fed Under Pressure: What Investors Should Know
Fed Under Pressure
3 min read

Wealth Management

Blog

The Weekly Wire - A Tentative Respite Amid Ongoing Uncertainties
A Tentative Respite Amid Ongoing Uncertainties
6 min read

Behavioral Finance

Blog

The Case for Calm: Why "Playing it Safe" Can Be Dangerous
The Dangers of Playing it Safe
5 min read

Wealth Management

Blog

Perspectives on Market Volatility: Annual Asset Class Returns
volatility and asset class movement from a wider lens
4 min read

Wealth Management

Blog

The Weekly Wire - Navigating Through Noise with Disciplined Calm
Navigating Through Noise with Disciplined Calm
6 min read

Behavioral Finance

Blog

The Case for Calm: The Rules Apply All the Time
Case for Calm
4 min read

Wealth Management

Blog

Perspectives on Market Volatility: Bond Market Sends Warning Signals Despite Equity Rally
Bond Market Sends Warning Signals Despite Equity Rally
4 min read

Wealth Management

Blog

The Weekly Wire - A Week of Historic Moves and Growing Crosscurrents
Waves crashing
6 min read

Behavioral Finance

Blog

From Panic to Rally: A Week That Reminds Us ‘This Too Shall Pass’
From Panic to Rally
3 min read

Wealth Management

Blog

April 2025 Monthly Commentary
From the Cattle Ranch to Wall Street: Lessons in Long-Term Thinking
5 min read

Wealth Management

Blog

Perspectives on Market Volatility: U.S. Market Historical Return Probabilities
What Extreme Bearish Sentiment Could Mean for Future Returns
4 min read
Our Thought Leaders

The Minds Behind the Insights

Meet the thought leaders delivering the critical insights and analysis, helping you understand the impact of uncertainty in the market — and on your clients.

Tim Holland
Chief Investment Officer

Tim 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.

Daniel Crosby
Chief Behavioral Officer

Dr. 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.

Rusty
Chief Investment Strategist

Rusty Vanneman

Start strategizing with the bevy of resources produced by Orion’s Chief Investment Strategist, 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.

Orion Behavioral Finance ("Orion BeFi") is the branding name of various tools and services related to behavioral finance offered by Orion Advisor Solutions, Inc. and its subsidiaries. Orion BeFi tools are crafted to help investors and their financial advisors integrate behavioral psychology research into their investment decisions. Orion BeFi tools and services do not provide investment advice. 

Outsourced Chief Investment Officer (OCIO) services offered by TownSquare Capital, LLC (“TSC”), an Orion Company. TSC is a registered investment advisor.