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  • Podcast : Math Men on the Markets - Why Interest Rates Matter

    December 20th, 2018 by Joe Mallen


    Math Men on the Markets: Interest rates are currently top of mind for advisors, but why do they matter? Chris and Joe break it down in a simple and easy-to-understand way. With a lot of attention on the Federal Reserve getting rates back to “neutral,” Chris and Joe define what this means and why it’s important in the context of today’s market environment.

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  • Time to Un-Friend the Market?

    December 19th, 2018


    Article from ETF Trends:

    Have you ever reconnected with an old friend only to realize you have no clue who they are anymore? That’s how most investors feel about the market right now; an old friend has turned to a perfect stranger. Or has it? From mid-2016 until September of this year, the S&P500 mostly consisted of small and consistent daily gains; now it has emerged as a cluster of volatility which frequently posts 2% up and down days back-to-back.   Read Full Article in ETF Trends

  • What You Should Know About the Yield Curve

    December 14th, 2018 by Joe Mallen


    There has been a lot of chatter in recent weeks about the potential for a looming recession, as the market sell-off and new lows for stocks incite panic. Market analysts have long pointed to a flattening yield curve as a telltale sign of a forthcoming recession. It’s true the yield curve is flattening right now, but does that mean a recession is imminent?  Not quite.

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  • Money Management Executive - End of Year Planning

    December 1st, 2018 by Chris Shuba


    For fund managers, this requires careful reflection on how to design the products that advisors and investors want to buy.  Making this simple evaluation can yield significant business opportunities.  Demand is rising for cost-efficient and sophisticated strategies.

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  • Stock Market Outlook: The Year that is Testing Investors - Nerdwallet

    November 30th, 2018


    For U.S. stocks, 2018 will go down as unusually volatile, with investors enduring not one, but two corrections — declines of at least 10% from a recent high. Unknowns remain, including whether the S&P 500 can hold on to year-to-date gains in December’s 20 trading days. 
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  • What Basketball Can Teach Us About Money

    November 20th, 2018 by Chris Shuba


    I think basketball is a pretty easy game. Simply put, you put the ball in the basket as many times as you can until the game is over. It makes logical sense that to increase your chance of winning, you want to take as many layups as you can while minimizing your three-point shots, simply because you have a higher chance of making a layup and thus scoring more points to win. If the high-percentage layup isn’t an available shot, then you move further away from the basket until a shot can be taken.

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  • 8 Ways to Invest as Rates Rise

    November 9th, 2018


    Joe Mallen, Chief Investment Officer at Helios Quantitative Research, selects the actively managed ETF JPST for an ultra-short-term bond.

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  • Market Volatility Is Normal: The Key Is to Not Be Distracted

    November 7th, 2018 by Joe Mallen


    Recent market volatility has been driving the headlines with the October pullback exceeding 7 percent and inciting some anxiety among individual investors. While this is a natural reaction, it’s vital for investors to remember there’s no need to panic. Markets will fluctuate, and it’s not unusual for 5 to 10 percent pullbacks to occur.

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  • Wealthfront Risk Parity Fund Accused of Underperforming

    October 12th, 2018 by Joe Mallen


    Joe Mallen, Chief Investment Officer of Helios Quantitative Research, said risk parity strategies in general highlight some of the flaws in backtesting strategies. The funds often look at a long-term relationship between asset classes without understanding that they change over time.

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  • When the Stock Market Is Volatile, Take a Look at Global Allocation Funds

    October 12th, 2018 by Joe Mallen


    Do you mean who is the best pitcher, the best hitter, or the best shortstop?” says Joe Mallen, Chief Investment Officer at Helios Quantitative Research, which creates investment models for financial advisors and other professionals.

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