This just in: CEO Chris Shuba in Financial Planning

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Welcome to the August edition of The Due Dilly Podcast. In this episode, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Joe Terranova, Senior Managing Director and Chief Market Strategist for Virtus Investment Partners.

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

Topics covered:

  • Market outlook for equities and fixed income
  • Adding factors to a portfolio
  • Whether today’s hot topics are overrated or underrated
  • And much more