Our Commentary

The Four Horsemen of Retirement – Part II
This is part two of a three-part series entitled, “The Four Horseman of Retirement”. In part one we introduced you

The Most Powerful Retirement Plan You’ve Never Heard Of . . .
A Tale of Two Tax Bills Mike and Mark are identical twins. Both are 58 years old and have successful medical

Self-Employed? You May be Able to Cut Thousands From Your Taxes [Video]
Self-employed professionals and business owners have access to a powerful tool that may cut thousands from their taxes each year

Will the Four Horsemen Trample Your Retirement?
After decades of working and saving diligently, you are probably looking forward to a steady stream of income to fund

Time to Come Out of Our Bunkers?
The first quarter ended with pervasive fears about the long-term damage COVID-19 would do to our collective health and to

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