Investing News And Commentary

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September 1, 2015

The Patience Principle

The vast majority of investors are better served by implementing a plodding, methodical, unemotional investment strategy.  Volatility in the markets is inevitable, and it provides investors with ample opportunities to make serious financial mistakes.  Understanding first that volatility is a sure thing from time to time and second that recent past is not prologue in markets is critical for investors seeking the attractive returns equity markets provide over the long run to understand.

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August 25, 2015

Perspectives on Market Volatility

In recent weeks, and in recent days in particular, stocks around the world have fallen sharply.  The S&P 500 Index was down 3.94% today and is now down 11% from its May 21 all-time high close of 2130.82.  The Dow Jones Industrial Average has fallen to an 18-month low.

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August 13, 2015

Investing Mid-Quarter Update

Often the summer can be a lazy time for the markets, with many executives and traders on vacation around the world.  Not this year.  There’s a lot going on in the summer of 2015.

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August 9, 2015

How Investing Is Like Tennis

I have been an avid tennis player since childhood. After time off due to an injury, I am ready to get back to playing tournaments very soon. My kids are also starting to play competitively, and that has got me thinking a lot more about tennis these days—and about the parallels between successful tennis and successful investing. 

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July 24, 2015

Getting To Know Orion

We recently created a series of videos to give more detail about founder Peter Thoms, to explain why he founded Orion and his goals for best serving clients, and to take another look at our investment strategy.

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July 17, 2015

Another Way Dimensional Gets an Edge on Index Funds

As an independent investment management firm, we could construct our Orion Portfolios with funds from any of the 750 or so companies in the U.S. that offer mutual funds.  Yet we have chosen to use Dimensional funds exclusively for the building blocks of our asset allocation strategies.  Why?

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July 2, 2015

Why We Use DFA in Our Portfolios

At Orion Portfolios, we construct and manage globally-diversified portfolios that focus their exposure on securities that have characteristics that have been shown through research to have higher expected returns.  We have chosen the funds from Dimensional Fund Advisors (DFA) as the building blocks for our portfolios for reasons that we have described extensively on our Why DFA? page.

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