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.

 

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Due Dilly Podcast – Split-Ups, Bitcoin, & ESG Investing

The Due Dilly Podcast is a resource for Financial Advisors, provided by Helios Quantitative Research. The podcast is designed to help financial advisors communicate complex investment-related topics in a simple and effective way.

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Due Dilly Podcast – Volatility, Investing with Facts, & Coaching

 Listen on Apple Podcast Follow HQR on Twitter @heliosqr Follow Joe on Twitter @joseph_mallen Follow Jason on Twitter @jasonvanthiel Welcome to the October edition of the Due Dilly Podcast. Today's discussion will include something abstract for our quants out...
LISTEN TO OUR LATEST EPISODE

Due Dilly Podcast – Global Impacts, Fed Tapering, & Advisor Trends

 Listen on Apple Podcast Follow HQR on Twitter @heliosqr Follow Joe on Twitter @joseph_mallen Follow Jason on Twitter @jasonvanthiel Welcome to the September edition of the Due Dilly Podcast. Today's discussion will include something abstract for our quants out...
LISTEN TO OUR LATEST EPISODE

Previous Episodes

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.

 

Helios Blog

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.

Investing

OUR LATEST ON THE MARKETS

What do the experts REALLY think about inflation?

Here we are at the beginning of 2022 and anyone who knows anything about the economy and markets have one burning question: Where is inflation going? That one simple answer would provide tons of information on what to expect from the Fed, interest rates, and supply...
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Is Now The Time to Buy?

The eternal question that almost every investor wants the answer to, "Is now the right time to be buying equites?" For today’s answer we’re going to visit two algorithms that seek to understand opportunity in the equity market. The first is our Trend Element which is...
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Fifty Billion Dollars in Six Days

50 billion dollars lost in six days? No, I’m not talking about another hedge fund blowing up or a Reddit crowd swarming to penny stocks; I’m talking about a boat. Of course, not just any boat, a big boat, the size of the empire state building, carrying everything from...
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Estate Planning

OUR LATEST ON PLANNING

What do the experts REALLY think about inflation?

Here we are at the beginning of 2022 and anyone who knows anything about the economy and markets have one burning question: Where is inflation going? That one simple answer would provide tons of information on what to expect from the Fed, interest rates, and supply...
Read More

Is Now The Time to Buy?

The eternal question that almost every investor wants the answer to, "Is now the right time to be buying equites?" For today’s answer we’re going to visit two algorithms that seek to understand opportunity in the equity market. The first is our Trend Element which is...
Read More

Fifty Billion Dollars in Six Days

50 billion dollars lost in six days? No, I’m not talking about another hedge fund blowing up or a Reddit crowd swarming to penny stocks; I’m talking about a boat. Of course, not just any boat, a big boat, the size of the empire state building, carrying everything from...
Read More

Continuing Education

OUR LATEST CE PRESENATIONS

Advisor IQ Replay: Retiring the “OLD AGE” Story

   "It`s not how old you are, it`s how you are old." - Jules Renard   When it comes to...
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Advisor IQ Replay: Streamlining Your Practice with Model Portfolios

The Advisor IQ Replay is available for HQR Members on the Launchpad here. "If you don’t know where you are going, you’ll end up someplace else." - Yogi Berra In this session, we'll discuss how the demands on financial professionals' time continue to...
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Advisor IQ Replay: Back From the Future

   "Your future is whatever you make it, so make it a good one." - Doc Brown   Many...
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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.

 

Talking Points of the Week for Financial Advisors (11/8)

Talking Points of the Week for Financial Advisors (11/8)

Nov 8, 2021

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.

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Talking Points of the Week for Financial Advisors (11/1)

Talking Points of the Week for Financial Advisors (11/1)

Nov 1, 2021

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.

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Talking Points of the Week for Financial Advisors (10/25)

Talking Points of the Week for Financial Advisors (10/25)

Oct 25, 2021

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.

read more