Wealth Management
Video
In this month’s video update, Rusty Vanneman, CFA, CMT, BFA, Chief Investment Officer, Orion Wealth, dives into 3 key financial market questions with Andrew Goins, CFA, Senior Portfolio Manager. Rusty and Andrew discuss three questions that are top of mind for investors, including:
Watch to learn:
What were the Destinations performance highlights from the fourth quarter?
What were the Destinations performance highlights for 2023?
What’s your outlook for 2024 and what are you working on?
Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.
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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.
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