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  • Due Dilly Podcast - Consensus Expectations - Interest Rates, Inflation, Valuations, and more

    August 7th, 2020 by Nyle Bayer


    In this episode, Nyle Bayer discusses the August MTD performance of equities and fixed income as well as current economic conditions with Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research. In between all the data, Nyle, Joe, and Jason share their insights in working with Financial Advisors and the clients they serve.

    Listen on Apple Podcasts

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  • Talking Points of the Week for Financial Advisors (8/3)

    August 3rd, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing discussion points for Financial Advisors to use with their clients which we provide in the Weekly Report.

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  • Talking Points of the Week for Financial Advisors (7/27)

    July 27th, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing discussion points for Financial Advisors to use with their clients which we provide in the Weekly Report.

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  • Talking Points of the Week for Financial Advisors (7/20)

    July 20th, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing discussion points for Financial Advisors to use with their clients which we provide in the Weekly Report.

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  • Talking Points of the Week for Financial Advisors (7/13)

    July 13th, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing discussion points for Financial Advisors to use with their clients which we provide in the Weekly Report.

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  • Advisor IQ Replay - The Future of Advice: Education, Longevity, and Expectations

    July 8th, 2020 by Nyle Bayer


    When it comes to the future, technology will play a center role in the way retirees interact with the world. What is the most important information Financial Advisors should share with them as they plan for retirement? Join us to find out in this replay of the Advisor IQ series.

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  • Talking Points of the Week for Financial Advisors (7/6)

    July 6th, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

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  • Talking Points of the Week for Financial Advisors (6/29)

    June 29th, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

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  • Talking Points of the Week for Financial Advisors (6/22)

    June 22nd, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

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  • Talking Points of the Week for Financial Advisors (6/15)

    June 15th, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

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