Articles by Orion
- Research
Stocks Rally as Inflation Reignites: What Advisors Need to Watch Now
After a volatile first quarter, equity markets have shown welcome resilience, with returns improving meaningfully through April and into May.
- Future of Advice
Custom Indexing Meets Model Portfolios with Andy Rosenberger
Andy Rosenberger of Orion Advisor Solutions explains how Tailored Allocation Portfolios bring tax-aware customization into model-based portfolio management
- Research
Initial Jobless Claims Just Hit Their Lowest Level Since 1969—What It Means for Markets Now
Weekly Initial claims for unemployment insurance collected by the Department of Labor are one of the most timely datapoints ...
- Research
The Knicks Are Winning—and So Are Small Caps: What Market Breadth Is Signaling Now
Off the late March market lows, through May 8, the S&P 500 Index has gained 17%, while the S&P Mid Cap 400 Index is up 12%
- Future of Advice
AI Is Coming Fast—Can Your Tech Stack Keep Up?
What questions you want answered, having the right data to answer them, and building the controls to use AI in a way that is useful and trustworthy.
- Research
Is This Rally Built to Last? What Valuation and Sentiment Are Really Telling Us Now
We believe valuation and sentiment came together late last month to put a floor under the market and set the stage for its recent rally
- Research
Markets Rally Into Uncertainty as Investors Bet on Better Days Ahead
Said differently, markets can and will reflect where fundamentals will be in the future, not where they are today.
- Research
Is the U.S. Running Out of Workers? Why Falling Labor Force Participation Matters Now
If there is an upside to what seems to be an ever-falling US labor force participation rate, it might be more consistent and meaningful wage gains
- Research
Dollar Bears Beware: What’s Fueling the Greenback’s Surprise Rebound
One candidate for the consensus trade of 2025 was shorting the dollar. As to why traders were bearish on the world’s reserve currency.
- Research
In a Hype-Driven Market, Modest Expectations Are a Competitive Advantage
The war with Iran has raged for a month. At the risk of stating the obvious, its most meaningful economic impact has been on the price of oil
- Research
As Markets React To War and Inflation, One Question Stands Above All
March has not been kind to markets. As we pen this note on the 20th, every major equity index we track has fallen month to date
- Future of Advice
After Three Decades in Markets, This Is the Lesson That Matters Most
I have worked in investments for 26 years but have been paying close attention to the markets and the economy for 33 years
- Future of Advice
Market Volatility Update: Oil Prices, Geopolitics, and the Investor Outlook
Discuss the recent surge in oil prices and rising geopolitical tensions in the Middle East and how markets have responded so far.
- Future of Advice
2025 Tax Season Resource Center
Welcome to your one-stop hub for tax season success. Explore essential tools, resources, and strategies to simplify planning, master tax-smart approaches
- Future of Advice
The “Forgotten 493” Are Taking the Lead as the Magnificent 7 Stumble
It seems to us that US equity returns have broadened out beyond the stocks that contributed so much to the bull market that kicked off in 2022.
- Future of Advice
Markets in a Dangerous World: Why the U.S. Economy May Still Avoid Recession
It feels naïve to make an optimistic case for the markets and the economy considering the recent sharp drawdown in US stocks, a 35% spike in the price
- Future of Advice
Markets in Wartime: Why Stocks May Fall First—Then Rally
We wanted to share the Orion Asset Allocation Committee’s thoughts on the ongoing war in the Middle East.
- Future of Advice
Is It Time To Review Your Client’s Asset Allocation?
Valuations in AI‑linked companies, and renewed enthusiasm for precious metals—makes the case for rebalancing even stronger. Let’s explore why.
- Future of Advice
Turning Advisor Data Into Actionable Intelligence with Erin Colledge
Colledge describes a shift toward practical use cases that help advisors prepare for client conversations and understand exposure,
- Future of Advice
Why Washington Still Matters for Investors
What’s driving renewed debates around healthcare and affordability, and why political uncertainty could continue shaping markets well into 2026.
