Now viewing articles by Chris Shuba.

  • 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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  • 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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  • Video: TD Ameritrade Network with Chris Shuba

    March 15th, 2019 by Chris Shuba

    Chris Shuba, CEO Helios Quantitative Research, discusses the effect of Interest rates on a bullish market.  Bonds not compelling enough to pull investors out of the stock market.  Both are part of long-term growth.


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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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  • 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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  • Everybody - Take Deep Breath After Market Correction

    February 9th, 2018 by Chris Shuba

    This week’s drawdown is a spectacular example of markets doing what markets do – they occasionally have corrections.

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