Articles by Orion
- Strategists
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.
- Markets
The Iran Crisis Is Revealing America’s Most Powerful Investment Advantage: Energy Dominance
America’s evolved energy profile would be a big deal for our economy, national security and international standing at any point in time
- Strategists
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
- Strategists
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.
- Strategists
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
- 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
What’s Driving the Latest Market Volatility
Ben Vaske breaks down what’s driving the recent selloff and how we’re thinking about it.
- Future of advice
Does 12 Months a Trend Make?
Small cap stocks are catching a big bid and giving owners of diversified portfolios another meaningful performance boost.
- Future of advice
Relative Valuations & Outlook on Market Broadening Within a Concentrated U.S. Market
AII Sentiment readings have been among the most bearish on record even as the S&P 500 is up nearly 20% year-to-date.
- Future of advice
Can You Put a Price on Uncertainty?
And for now, supported by strong earnings growth and an accommodative policy backdrop, the US bull market runs on.
- Future of advice
2026: The Year of Stimulus?
Multiple monetary and fiscal policies and other external factors on the horizon in 2026 have the potential to stimulate the economy
- 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
Higher Margins Should Mean Higher Stock Prices
Trees don’t grow to the sky, and markets don’t always go up, but higher margins should mean higher stock prices.
