Protective Investing: What Is It and Can It Work for Your Clients with Alex Rabinovich of Halo Investing

This week, Rusty Vanneman and Robyn Murray talk with Alex Rabinovich, Head of Enterprise Sales at Halo Investing. In this episode, we take a closer look at the Defined Outcome landscape including: structured notes, buffered ETFs, annuities and more. We also take stock of how the 2024 market is going thus far.

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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.