Now viewing articles in the category Video.

  • Watch Joe Mallen Discuss Asset Allocation Models and ETF Model Portfolios

    May 21st, 2020 by Nyle Bayer


    Joe Mallen, CIO of Helios Quantitative Research discusses asset allocation strategies with Tom Lydon of ETFtrends.

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  • Video Podcast: Why Commoditization is a Threat

    June 3rd, 2019 by Chris Shuba


    It is a cliche to say that financial services are evolving.  However, one cliche has been around for some time is still with us.  Commoditization is a serious threat because clients increasing have difficulty telling the difference between advisors.  Fee compression, technology, and identical service offerings contribute to clients putting all advisors in one category - which leads to commoditization.

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  • Video: TD Ameritrade Network with Chris Shuba

    March 15th, 2019 by Chris Shuba


    Chris Shuba, CEO Helios Quantitative Research, discusses the effect of Interest rates on a bullish market.  Bonds not compelling enough to pull investors out of the stock market.  Both are part of long-term growth.

     

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  • Chris Shuba with S&P Dow Jones Indices

    April 4th, 2018


    Explore a new index-based framework that blurs the lines between active and passive. S&P DJI’s Michael Mell sits with Helios Quantitative Research’s Chris Shuba and Clear Creek Financial’s Ben Warren to discuss a custom approach to financial advice.

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