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

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...

Lies, Damned Lies, And Non-Farm Payrolls

"There are three kinds of lies: lies, damned lies, and statistics." - Not Mark Twain The quote was made famous by Mark Twain and others. However, they incorrectly attributed it to the British prime minister Benjamin Disraeli. Before Disraeli was prime minister, a...

“It’s Already Priced In!”

Depending on who you ask, “it’s already priced in” may be the least helpful phrase in finance. Our friend Barry Ritholtz recently wrote a piece for Bloomberg titled, “The 10 Most Useless Phrases in Financial Markets” and the ninth most useless phrase was “it is...

Estate Planning

OUR LATEST ON PLANNING

Replay: Helios + Riskalyze Webinar: Advisor Estate Planning for the Risk-First Decade

Join us for a conversation with Matt Morris, VP Sales at Helios, Aaron Klein, CEO of Riskalyze, and David Littlejohn, advisor and Riskalyze / Helios power user, who will discuss and explore how financial advisors can use fintech estate planning solutions to deepen client relationships, provide value-added advisory services to clients and households and unlock new revenue streams. 

Who Should Have My Power of Attorney?

When planning for your future it’s important to create a Will for after you die, but what happens if you get seriously ill or injured while you’re still living? This is where a Power of Attorney comes in. What is a Power of Attorney? A Power of Attorney is a person...

Helios Integrated Planning Named 2021 Industry Awards Finalist

Helios Integrated Planning, an estate planning platform for Financial Advisors, has been nominated as a 2021 Wealthmanagement.com Wealthie Award Finalist.

Continuing Education

OUR LATEST CE PRESENATIONS

Advisor IQ Replay: Back From the Future

   "Your future is whatever you make it, so make it a good one." - Doc Brown   Many...

Advisor IQ Replay: Anchoring Bias with Brie Williams of State Street Global Advisors

   "Positive thinking will let you do everything better than negative thinking will." - Zig Ziglar  ...

Advisor IQ Replay: Your Client’s Money Story

  "The real measure of your wealth is how much you’d be worth if you lost all your money." -...

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.

 

Due Dilly Podcast -Meme Stonk Skew, Alts, & Disrupting Asset Management

 Listen on Apple Podcast Follow HQR on Twitter @heliosqr Follow Nyle on Twitter @nylebayer Follow Joe on Twitter @joseph_mallen Follow Jason on Twitter @jasonvanthiel Welcome to the July edition of the Due Dilly Podcast. Today's discussion will include something...

Due Dilly Podcast – Options Strategies, Chart Adjustments, and Real Estate Exposure in a Portfolio

 Listen on Apple Podcast Follow HQR on Twitter @heliosqr Follow Nyle on Twitter @nylebayer Follow Joe on Twitter @joseph_mallen Follow Jason on Twitter @jasonvanthiel Welcome to the June edition of the Due Dilly Podcast. Today's discussion will include something...

Due Dilly Podcast – The Impact of Inflation, Tax Changes, and Concentrated Stock Positions

Listen on Apple Podcast Follow HQR on Twitter @heliosqr Follow Nyle on Twitter @nylebayer Follow Joe on Twitter @joseph_mallen Follow Jason on Twitter @jasonvanthiel Welcome to the May edition of the Due Dilly Podcast. Today's discussion will include something...

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.

 

Talking Points of the Week for Financial Advisors (4/5)

Talking Points of the Week for Financial Advisors (4/5)

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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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.