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  • Talking Points of the Week for Financial Advisors (2/3)

    February 3rd, 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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  • How to Invest During an Outbreak

    January 28th, 2020 by Nyle Bayer


    At Helios, our goal is to use data to shape our approach to investing. We do this because the world is an unpredictable place that can deceive us to make decisions that do not result in our desired outcome. Today, we take a look at the very real threat of the Coronavirus as well as other past viral outbreaks, to determine the potential impacts of the virus on the markets.

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  • Talking Points of the Week for Financial Advisors (1/27)

    January 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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  • Talking Points of the Week for Financial Advisors (1/20)

    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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