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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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  • 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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  • Leveraged ETFs Versus Options

    May 1st, 2019 by Joe Mallen


    Our CIO, Joe Mallen, shared his thoughts with Financial Advisor Magazine about leveraged ETFs vs. options trading. Leveraged ETFs tend to get a bad wrap because most investors use them incorrectly. Joe wanted to break some of those common misconceptions...

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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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  • Studying to Be an Advisor? Best Not to Skip Psychology 101

    January 14th, 2019

    JANUARY 14, 2019 • 

    Advisors usually take lots of finance courses in college to prepare for their careers, but there are lots of non-financial subjects that also come in handy, especially when it comes to handling clients.

    Not surprisingly, perhaps, many financial advisors says psychology and sociology are subject areas that pay dividends throughout their careers.   Click to Read More

  • Time to Un-Friend the Market?

    December 19th, 2018

    Article from ETF Trends:

    Have you ever reconnected with an old friend only to realize you have no clue who they are anymore? That’s how most investors feel about the market right now; an old friend has turned to a perfect stranger. Or has it? From mid-2016 until September of this year, the S&P500 mostly consisted of small and consistent daily gains; now it has emerged as a cluster of volatility which frequently posts 2% up and down days back-to-back.   Read Full Article in ETF Trends

  • 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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  • Stock Market Outlook: The Year that is Testing Investors - Nerdwallet

    November 30th, 2018

    For U.S. stocks, 2018 will go down as unusually volatile, with investors enduring not one, but two corrections — declines of at least 10% from a recent high. Unknowns remain, including whether the S&P 500 can hold on to year-to-date gains in December’s 20 trading days. 
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  • 8 Ways to Invest as Rates Rise

    November 9th, 2018

    Joe Mallen, Chief Investment Officer at Helios Quantitative Research, selects the actively managed ETF JPST for an ultra-short-term bond.

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  • Wealthfront Risk Parity Fund Accused of Underperforming

    October 12th, 2018 by Joe Mallen

    Joe Mallen, Chief Investment Officer of Helios Quantitative Research, said risk parity strategies in general highlight some of the flaws in backtesting strategies. The funds often look at a long-term relationship between asset classes without understanding that they change over time.

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  • When the Stock Market Is Volatile, Take a Look at Global Allocation Funds

    October 12th, 2018 by Joe Mallen

    Do you mean who is the best pitcher, the best hitter, or the best shortstop?” says Joe Mallen, Chief Investment Officer at Helios Quantitative Research, which creates investment models for financial advisors and other professionals.

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  • When the Stock Market Tanks, Don't Do These Three Things

    October 11th, 2018

    "Panic-selling is the worst thing you can do," Joe Mallen, Chief Investment Officer at Helios Quantitative Research, tells CNBC Make It. 

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  • Chris Shuba with S&P Dow Jones Indices

    April 4th, 2018

    Explore a new index-based framework that blurs the lines between active and passive. S&P DJI’s Michael Mell sits with Helios Quantitative Research’s Chris Shuba and Clear Creek Financial’s Ben Warren to discuss a custom approach to financial advice.

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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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