Helios Blog

A RESOURCE FOR FINANCIAL ADVISORS TO DIFFERENTIATE, GROW, AND SCALE THEIR PRACTICE

The Helios blog features video, audio, and written ideas that are designed to help Financial Advisors communicate with their clients about planning and investing concepts.

Investing

OUR LATEST ON THE MARKETS

What do the experts REALLY think about inflation?

Here we are at the beginning of 2022 and anyone who knows anything about the economy and markets have one burning question: Where is inflation going? That one simple answer would provide tons of information on what to expect from the Fed, interest rates, and supply...
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Is Now The Time to Buy?

The eternal question that almost every investor wants the answer to, "Is now the right time to be buying equites?" For today’s answer we’re going to visit two algorithms that seek to understand opportunity in the equity market. The first is our Trend Element which is...
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Fifty Billion Dollars in Six Days

50 billion dollars lost in six days? No, I’m not talking about another hedge fund blowing up or a Reddit crowd swarming to penny stocks; I’m talking about a boat. Of course, not just any boat, a big boat, the size of the empire state building, carrying everything from...
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Continuing Education

OUR LATEST CE PRESENATIONS

Advisor IQ Replay: Value vs Growth : Considerations When Defining and Capturing Value

 Download Slide Deck Here "Price is what you pay. Value is what you get." - Warren Buffett The debate surrounding the relative prospects of value and growth stocks rages on. Increasing adoption of index-based approaches reinforces the need to understand how these...
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Advisor IQ Replay: Retiring the “OLD AGE” Story

   "It`s not how old you are, it`s how you are old." - Jules Renard   When it comes to...
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Advisor IQ Replay: Streamlining Your Practice with Model Portfolios

The Advisor IQ Replay is available for HQR Members on the Launchpad here. "If you don’t know where you are going, you’ll end up someplace else." - Yogi Berra In this session, we'll discuss how the demands on financial professionals' time continue to...
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The Due Dilly Podcast

FOR FINANCIAL ADVISORS TALKING ABOUT THE MARKETS WITH THEIR CLIENTS

Join the research team at Helios Quantitative as they discuss three big topics of the month and how they are helping Financial Advisors are communicating them to their clients.

 

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AI, Breaking Trends, & International vs. US

The Due Dilly Podcast is a resource for Financial Advisors, provided by Helios Quantitative Research. The podcast is designed to help financial advisors communicate complex investment-related topics in a simple and effective way.

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Rolling Recessions, MAMAA, & Structured Products

The Due Dilly Podcast is a resource for Financial Advisors, provided by Helios Quantitative Research. The podcast is designed to help financial advisors communicate complex investment-related topics in a simple and effective way.

Listen Now

2022 Review, 2023 Outlook, & Investor Resolutions

The Due Dilly Podcast is a resource for Financial Advisors, provided by Helios Quantitative Research. The podcast is designed to help financial advisors communicate complex investment-related topics in a simple and effective way.

Listen Now

Weekly Talking Points

MARKETS AND NEWS

Notable talking points and charts from the previous week’s news to use as a quick reference for client conversations.

 

Our latest in every category

THE INFINITE BLOG ROLL

If you’ve been here before, you might want to look through everything again and again.

 

2022 Review, 2023 Outlook, & Investor Resolutions

2022 Review, 2023 Outlook, & Investor Resolutions

Jan 6, 2023

The Due Dilly Podcast is a resource for Financial Advisors, provided by Helios Quantitative Research. The podcast is designed to help financial advisors communicate complex investment-related topics in a simple and effective way.

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