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  • Talking Points of the Week for Financial Advisors (5/18)

    May 18th, 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 (5/11)

    May 11th, 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 - Forward Expectations in Real Time

    May 8th, 2020 by Nyle Bayer


    In this episode, Nyle Bayer discusses April's 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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  • Talking Points of the Week for Financial Advisors (5/4)

    May 4th, 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 (4/27)

    April 27th, 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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  • Advisor IQ Replay - Fear, Finance, and the High-Anxiety Client

    April 22nd, 2020 by Nyle Bayer


    Market corrections, alarming headlines, and bear markets can contribute to client anxiety. As a result, investors may abandon their financial strategies altogether simply in an effort to avoid losses. Research from The MIT AgeLab illustrates the effects of stress, anxiety, and multiple crises on investor decision making, and the steps advisors can take to effectively reassure and re-engage anxious clients.

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  • Talking Points of the Week for Financial Advisors (4/20)

    April 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.

    Read More

  • Dear Financial Advisor - An Open Letter

    April 13th, 2020 by Matt Miller


    Financial Advisors are absorbing the anxiety of hundreds of households during an economic collapse caused by a health crisis. I'm worried about you, Mr./Ms. Financial Advisor, and here is why.

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  • Talking Points of the Week for Financial Advisors (4/13)

    April 13th, 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.

    Read More

  • Due Dilly Podcast - How Financial Advisors Prudently Approach Emotional Investing

    April 9th, 2020 by Nyle Bayer


    In this episode, Nyle Bayer discusses April's 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.

    Read More

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