In this month’s video update, Case Eichenberger, Head of Investment Strategy, dives into three key financial market questions with Brian Storey, CFA – Deputy CIO of Destinations Portfolios. Case and Brian discuss these topics that are top of mind for investors and how they affect Growth Investments, Stable Investments, and Diversifying Investments within our discretionary portfolios.

Join us to: 

  • Gain a better understanding of the current market environment as well as potential challenges and opportunities
  • Identify emerging trends and market dynamics
  • Examine the role of core bonds in portfolio diversification
  • Learn strategies for enhancing stability in your investment approach

Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.

Compliance Code: 1 8 9 4, Brinker Capital Investments, July 14, 2023