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Weekly Talking Points for Financial Advisors (1/27/25)
Read the highlights of this week's commentary from Helios: US continuing unemployment claims reached 1.9 million as of January 11, the highest since...
2 min read
Five Signs It’s Time to Outsource Investment Management
As a trend, outsourcing investment management has grown dramatically in recent years, with assets managed by turnkey asset management programs...
1 min read
Weekly Talking Points for Financial Advisors (1/20/25)
Read the highlights of this week's commentary from Helios: Despite December’s stronger-than-expected industrial production and manufacturing output,...
1 min read
Weekly Talking Points for Financial Advisors (1/13/25)
Read the highlights of this week's commentary from Helios: December's jobs report exceeded expectations with significant employment gains and a drop...
1 min read
Weekly Talking Points for Financial Advisors (1/6/25)
Read the highlights of this week's commentary from Helios: The US still leads the world in the ways that matter, maintaining an edge in economic...
1 min read
Weekly Talking Points for Financial Advisors (12/30/24)
Read the highlights of this week's commentary from Helios: Economic activity in the US slowed in October, with the Chicago Fed National Activity...
1 min read
Weekly Talking Points for Financial Advisors (12/23/24)
Read the highlights of this week's commentary from Helios: The Federal Reserve lowered its benchmark interest rate by 0.25 percentage points to a...
1 min read
Weekly Talking Points for Financial Advisors (12/16/24)
Read the highlights of this week's commentary from Helios: Inflation was steady in November, with core consumer price index (CPI), which excludes...
1 min read
Managing Client Expectations During Market Downturns
Stay Ahead of the Conversation Proactive communication is key during market downturns. Research shows that nine out of 10 clients value frequent...