Orion Resources

Ebooks, whitepapers, guides, and more to help you grow.

Topic

Advisor Tech

Blog

Three Broker-Dealer Trends You Shouldn’t Ignore
financial advisor client conversation
3 min read
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Wealth Management

Blog

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

Whitepaper

In Investing, Defense Can Still Win Championships - 3EDGE
Businessman in a suit plays chess with a chart superimposed above the pieces
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Wealth Management

Blog

What Roger Federer and Sports Betting Teach Us About Investing
Tennis court
5 min read
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Wealth Management

Blog

February 2025 Monthly Commentary
Preparing, not predicting
7 min read
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Advisor Tech

Blog

Direct Indexing vs. Exchange Funds for Concentrated Positions
Advisor Explaining Direct Indexing vs Exchange Funds for Concentrated Positions
7 min read
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Wealth Management

Blog

January 2025 Monthly Commentary
January 2025 Monthly Commentary
14 min read
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Wealth Management

Guide

Custom Indexing: Business Transition Planning
A close-up of a person wearing a suit, writing on a notepad with a pen. Their other hand rests on a stack of hundred-dollar bills placed on a table alongside various papers and a tablet.
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Wealth Management

Blog

December 2024 Monthly Commentary
Monthly Commentary December 2024
15 min read
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Wealth Management

Guide

Custom Indexing: Diversifying Concentrated Positions
Advisor Explaining Diversifying Concentrated Positions
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Wealth Management

Whitepaper

Specialized Asset Managers Whitepaper presented by Toews Asset Management
A professional setting with three people seated at a table, looking at a laptop screen and smiling.
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Wealth Management

Whitepaper

Hedged Equity: Building Next-Gen Diversification Into Portfolios (Toews)
A close-up of a person wearing a suit, writing on a notepad with a pen. Their other hand rests on a stack of hundred-dollar bills placed on a table alongside various papers and a tablet.
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