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  • Helios Quantitative Research Launched Online Product to Bridge Estate Planning Gap for Financial Advisors

    May 21st, 2019 by Nyle Bayer


    GRANITE BAY, Calif. (May 20, 2019) — Helios Quantitative Research (“HQR”), a firm focused on delivering advanced solutions for financial advisors, has launched its newest product — Helios Integrated Planning (HIP). The new online software system enables financial advisors to offer estate planning as part of a comprehensive financial planning process. It also gives advisors additional opportunities to build generational relationships with their clients and their clients’ children, while driving stronger planning revenue.

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  • Podcast: Math Men in the Markets – HWAR Helios Wins Above Replacement

    May 18th, 2019 by Joe Mallen


    On this episode of Math Men on the Markets, Joe Mallen, CIO, and Nyle Bayer, CMO, discuss Joe’s Helios Wins Above Replacement (HWAR) whitepaper and its potential impact on advisors. In particular, Joe and Nyle explore the roles of advisors and how advisors can better create portfolios and add value for clients. They also address problems in the investment industry, including the tendency of advisors to actively manage funds.

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  • Long-Run Market Expectations

    May 9th, 2019 by Nyle Bayer


    Nyle Bayer provides a brief framework of several mental models in which to create expectations for future returns. Here, Nyle touches on calculations used by the late Jack Bogle as well as HQRs strategy for dealing with an unknown future.

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  • Podcast: Math Men in the Markets – How Baseball Can Explain Investing

    May 3rd, 2019 by Joe Mallen


    Math Men on the Markets:   On this episode of Math Men on the Markets, Joe Mallen, CIO, and Nyle Bayer, CMO, discuss various investment selection processes for creating portfolios and how investors can think from a general manager’s perspective. Spring ushers in America’s favorite pastime with the start of baseball season, and the strategy behind the game has some surprising parallels to investing strategies. Baseball has evolved into an economic science, and selecting what players best fill various positions in the modern era is strikingly similar to the approach many use towards investing. 

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  • Leveraged ETFs Versus Options

    May 1st, 2019 by Joe Mallen


     

    Our CIO, Joe Mallen, shared his thoughts with Financial Advisor Magazine about leveraged ETFs vs. options trading. Leveraged ETFs tend to get a bad wrap because most investors use them incorrectly. Joe wanted to break some of those common misconceptions...

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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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  • Can the Past Predict the Future?

    March 12th, 2019 by Joe Mallen


    Three market events in recent memory come to mind when considering how the past influences the present. These disruptive events shaped how we view the markets today and for years to come.

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  • Podcast : Math Men on the Markets - Why Tariffs and Trade Wars Matter

    February 22nd, 2019


    Math Men on the Markets:   The trade war between the U.S. and China has continued to grab headlines. Chris and Joe discuss what this means for the markets and your clients, as well as whether it's significant if the U.S. maintains a trade deficit with other countries.

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  • 3 Long-Term Portfolio Moves for Advisors in an Uncertain Market

    February 7th, 2019 by Joe Mallen


    The fourth quarter was brutal for the markets, and while you may want to put those challenges in the rear-view mirror, the primary drivers that caused the drastic market fall at the end of last year are still incredibly relevant right now:

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  • Studying to Be an Advisor? Best Not to Skip Psychology 101

    January 14th, 2019


    JANUARY 14, 2019 • 

    Advisors usually take lots of finance courses in college to prepare for their careers, but there are lots of non-financial subjects that also come in handy, especially when it comes to handling clients.

    Not surprisingly, perhaps, many financial advisors says psychology and sociology are subject areas that pay dividends throughout their careers.   Click to Read More

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