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  • Talking Points of the Week for Financial Advisors

    January 20th, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report 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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  • What the 2010s Taught Us About Investing During Military Conflicts

    January 9th, 2020 by Nyle Bayer


    With tensions mounting between the US and Iran, how should investors approach the market during military conflicts? Here is what the 2010s taught us about separating the noise from the signals.

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  • Don’t Look Down: Investing at All-Time Highs

    December 19th, 2019 by Nyle Bayer


    We hear it all the time, "this is the top!" Investors tend to get antsy when markets reach new highs. However, is their anxiety warranted? Here our CMO, Nyle Bayer, takes a look at the data to determine whether ATHs are a data point worth its weight in page clicks.

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  • S&P 500 Sector Correlation – Line Chart Animation

    December 18th, 2019 by Nyle Bayer


    We've created this animated visual of the S&P 500 sector correlation and provided context around what it means and what its potential impacts may be.

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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 the 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.” 

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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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