Peter Thoms, CFA, MBA

Peter Thoms, CFA, founded Orion Capital Management LLC in April 2002. Peter has extensive experience managing investment portfolios for clients pursuing a wide range of financial goals.

Peter Thoms, CFA, MBA
Riskalyze Orion Capital Management LLC

Is Your Portfolio Too Risky? [Video]

The worldwide spread of the coronavirus has caused record volatility in financial markets around with world.  The U.S. stock market lost roughly a third of its value from February 19th to March 23rd, but then mounted a powerful rally to reclaim the large majority of that loss. Unfortunately, extreme market volatility offers investors the opportunity to make …

Is Your Portfolio Too Risky? [Video] Read More »

Cash balance retirement plans

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 practices.  Their practices are precisely the same size, with the same number of employees and the same revenues.  They both earn business income of $350,000. The startling difference between them is this: Mark’s income tax bill ($122,500 …

The Most Powerful Retirement Plan You’ve Never Heard Of . . . Read More »

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 and help them boost their retirement savings. A Defined Benefit Plan (DB plan) is an IRS-approved qualified retirement plan that allows higher tax-deductible contributions than a SEP-IRA or 401(k). The DB plan owner can significantly …

Self-Employed? You May be Able to Cut Thousands From Your Taxes [Video] Read More »

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