Friday, May 07

Due Dilly Podcast – The Impact of Inflation, Tax Changes, and Concentrated Stock Positions

Welcome to the May edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

Listen on Apple Podcast


Follow HQR on Twitter @heliosqr

Follow Nyle on Twitter @nylebayer

Follow Joe on Twitter @joseph_mallen

Follow Jason on Twitter @jasonvanthiel

Welcome to the May edition of the Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

Helios Quantitative Research influences over 700 Financial Advisors and $30 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies.

Topics covered:

  • Inflation's impact on investing
  • How to maneuver through tax changes
  • Valuable strategies advisors can implement today
  • And much more
Nyle Bayer

Nyle Bayer

Nyle Bayer is the Chief Marketing Officer at Helios, where he helps Financial Advisors tell their story to the clients they serve. Prior to Helios, Nyle was the President of Up Capital Management, a Registered Investment Advisor. Nyle lives in the Sacramento, CA area with his wife and three children.