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  • Talking Points of the Week for Financial Advisors (6/29)

    June 29th, 2020 by Nyle Bayer


    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 the talking points of the week which we provide in the Weekly Report.

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  • Talking Points of the Week for Financial Advisors (6/22)

    June 22nd, 2020 by Nyle Bayer


    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 the talking points of the week which we provide in the Weekly Report.

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  • Talking Points of the Week for Financial Advisors (6/15)

    June 15th, 2020 by Nyle Bayer


    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 the talking points of the week which we provide in the Weekly Report.

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  • Due Dilly Podcast - The Rally of a Lifetime (n=1)

    June 12th, 2020 by Nyle Bayer


    In this episode, Nyle Bayer discusses the June MTD performance of equities and fixed income as well as current economic conditions with Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research. In between all the data, Nyle, Joe, and Jason share their insights in working with Financial Advisors and the clients they serve.

    Listen on Apple Podcasts

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  • Advisor IQ Replay - Family Planning: Preparing the Next Generation

    June 10th, 2020 by Nyle Bayer


    When it comes to the future, technology will play a center role in the way retirees interact with the world. What is the most important information Financial Advisors should share with them as they plan for retirement? Join us to find out in this replay of the Advisor IQ series.

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  • Talking Points of the Week for Financial Advisors (6/8)

    June 8th, 2020 by Nyle Bayer


    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 the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (6/1)

    June 1st, 2020 by Nyle Bayer


    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 the talking points of the week which we provide in the Weekly Report.

    Read More

  • Advisor IQ Replay - 5 Ways Technology Will Change the Way You Age

    May 27th, 2020 by Nyle Bayer


    When it comes to the future, technology will play a center role in the way retirees interact with the world. What is the most important information Financial Advisors should share with them as they plan for retirement? Join us to find out in this replay of the Advisor IQ series.

    Read More

  • Talking Points of the Week for Financial Advisors (5/26)

    May 26th, 2020 by Nyle Bayer


    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 the talking points of the week which we provide in the Weekly Report.

    Read More

  • Watch Joe Mallen Discuss Asset Allocation Models and ETF Model Portfolios

    May 21st, 2020 by Nyle Bayer


    Joe Mallen, CIO of Helios Quantitative Research discusses asset allocation strategies with Tom Lydon of ETFtrends.

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