Team Helios

1 min read

Weekly Talking Points for Financial Advisors (11/4/24)

Read the highlights of this week's commentary from Helios: Inflation-adjusted US GDP rose at a 2.8% annualized rate in the third quarter, driven by...

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2 min read

Quantitative Investing 101: Everything You Need to Know

What is quantitative investing? Quantitative investing, sometimes called "quant investing," is an investment approach that uses mathematical models,...

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3 min read

Could an OCIO Be the Secret to Accelerating Organic Growth?

Recent Fidelity research indicates organic growth rates among financial advisors have been rapidly declining, sitting at less than 4% now after being...

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1 min read

Weekly Talking Points for Financial Advisors (10/28/24)

Read the highlights of this week's commentary from Helios: The Magnificent Seven will take center stage as the five largest S&P 500 companies –...

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Weekly Talking Points for Financial Advisors (10/21/24)

Read the highlights of this week's commentary from Helios: Retail sales rose 0.4% in September, driven by spending at clothing and miscellaneous...

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1 min read

Weekly Talking Points for Financial Advisors (10/14/24)

Read the highlights of this week's commentary from Helios: The headline Consumer Price Index (CPI) rose by 0.2% in September, matching the increase...

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Weekly Talking Points for Financial Advisors (10/7/24)

Read the highlights of this week's commentary from Helios: US job growth surged in September, with payrolls rising by 254,000, the most in six...

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Weekly Talking Points for Financial Advisors (9/30/24)

Read the highlights of this week's commentary from Helios: The Federal Reserve's preferred measure of inflation, the core personal consumption...

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1 min read

Weekly Talking Points for Financial Advisors (9/23/24)

Read the highlights of this week's commentary from Helios: The FOMC cut interest rates by 50 basis points, a move intended to safeguard the economy...

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