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  • Podcast: Math Men on the Markets – Taking a deep dive with HIP users

    November 8th, 2019 by Chris Shuba

    “Oftentimes Estate Planning conversations come up when the parents are 70+, 80+ and now the kids are 50+, 60+ and already have established Financial Advisory relationships. Getting in there early is not only providing a great service for the parents, but now getting to know of those kids earlier, I think adds a lot of satisfaction because you get to help them establish better habits early on and really drive a great relationship.” (Chris Shuba)

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  • Stocks edge lower and investors eye Fed's Jackson Hole meeting

    August 21st, 2019

     Joe Mallen, Helios Quantitative Research CIO, discussed recent market activity with Reuters, commenting on what investors are watching. He said: “Manufacturing has been pretty weak across the globe for a while now and we are starting to see that bleed into the U.S.,” Check out the full article:

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  • There's only one way to leave your emotions out of investing: algorithms

    June 27th, 2019 by Matt Miller

    Do you know what the average amount of time a user spends on a webpage?   15 seconds.  If you narrow that down, the filter from webpages to articles alone, one in three readers spend less than 15 seconds reading.....

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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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  • 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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