Our Commentary

Don’t Save Too Much For Retirement [Video]

Jeff Rotherham, CFP®, MSAFP May 5, 2020

Jeff, Rotherham CFP, Orion’s Director of Financial Planning, discusses why it is possible to be too focused on saving for retirement – potentially to the detriment of living your best life.

CARES Act March 202

Should You Care About the CARES Act?

Peter Thoms, CFA, MBA May 2, 2020

Making the most of your personal finances requires that you do the big things right, of course, but also that

Orion Capital Management Financial Market Update

How Can Stocks Be Going Up? [Video]

Peter Thoms, CFA, MBA April 24, 2020

Peter Thoms, Orion’s Founder and Portfolio Manager, provides a stock market update and answers the question: “How can stocks be

Financial Markets Update [Video]

Jeff Rotherham, CFP®, MSAFP April 19, 2020

Jeff Rotherham CFP®, Orion’s Director of Financial Planning, offers a 2 minute financial market update. Investor sentiment has gone from near-apocalyptic

Coronavirus financial impact

Feds Bring Out Bazookas

Peter Thoms, CFA, MBA April 9, 2020

We would like to again first offer our sincere thanks and gratitude to all of the dedicated medical professionals and

Investing: Virus Response Takes Shape

Peter Thoms, CFA, MBA March 23, 2020

We would like first to express our deep gratitude to all of the selfless and courageous medical professionals and first

Proactive Measures in Down Markets

Jeff Rotherham, CFP®, MSAFP March 18, 2020

Jeff Rotherham, Orion’s Director of Financial Planning, discusses concrete actions you can take now to protect yourself during this turbulent

Covid-19 and Your Money

Peter Thoms, CFA, MBA March 13, 2020

A New Reality Covid-19 is laying siege to our way of life. People are now fearful, and fearful people change

How to be Proactive During Market Turmoil

Peter Thoms, CFA, MBA March 5, 2020

The spread of the coronavirus in the U.S. has roiled markets, sending the Dow on several 1,000+ point price swings.

Orion Capital Management LLC

1330 Orange Ave., Ste 302
Coronado, CA 92118
619-435-1701
thoms@orioncapitalmgmt.com
[email protected]

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