The Due Dilly Podcast
FOR FINANCIAL ADVISORS TALKING ABOUT THE MARKETS WITH THEIR CLIENTS
Join the research team at Helios Quantitative as they discuss three big topics of the month and how they are helping Financial Advisors are communicating them to their clients.
MONTHLY EPISODES FOR FINANCIAL ADVISORS
Join Nyle Bayer, Joe Mallen, and Jason Van Thiel as they discuss the three most notable and interesting investing themes from the previous month.
A RESOURCE FOR FINANCIAL ADVISORS TO DIFFERENTIATE, GROW, AND SCALE THEIR PRACTICE
The Helios blog features video, audio, and written ideas that are designed to help Financial Advisors communicate with their clients about planning and investing concepts.
OUR LATEST ON THE MARKETS
OUR LATEST ON PLANNING
OUR LATEST CE PRESENATIONS
Weekly Talking Points
MARKETS AND NEWS
Notable talking points and charts from the previous week’s news to use as a quick reference for client conversations.
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 discussion points for Financial Advisors to use with their clients which we provide in the Weekly Report.
Q4 GDP was...