Our Commentary

Don’t Save Too Much For Retirement [Video]
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.

Should You Care About the CARES Act?
Making the most of your personal finances requires that you do the big things right, of course, but also that

How Can Stocks Be Going Up? [Video]
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®, Orion’s Director of Financial Planning, offers a 2 minute financial market update. Investor sentiment has gone from near-apocalyptic

Feds Bring Out Bazookas
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
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, Orion’s Director of Financial Planning, discusses concrete actions you can take now to protect yourself during this turbulent

Covid-19 and Your Money
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
The spread of the coronavirus in the U.S. has roiled markets, sending the Dow on several 1,000+ point price swings.