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Helios Insights

Stay ahead with data-driven insights from Helios. Explore quantitative research, risk management frameworks, market commentary, and strategies that help advisors scale, differentiate, and improve client outcomes.

1 min read

Weekly Talking Points for Financial Advisors (2/19/24)

Read the highlights of this week's commentary from Helios: Headline prices rose 3.1% y/y and 0.3% m/m. The y/y increase was 0.3% lower than...

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Weekly Talking Points for Financial Advisors (2/12/24)

Read the highlights of this week's commentary from Helios: On Friday, the S&P 500 Index closed above 5,000 for the first time and the Nasdaq 100 hit...

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Weekly Talking Points for Financial Advisors (2/5/24)

Read the highlights of this week's commentary from Helios: The Federal Reserve held rates unchanged at their January policy meeting and maintained a...

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Weekly Talking Points for Financial Advisors (1/29/24)

Read the highlights of this week's commentary from Helios: US GDP grew at an annualized rate of 3.3% in the fourth quarter, driven by a decrease in...

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Weekly Talking Points for Financial Advisors (1/22/24)

Read the highlights of this week's commentary from Helios: On Friday, the S&P 500 reached a new all-time high, rising by 1.2% and surpassing the...

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Weekly Talking Points for Financial Advisors (1/15/24)

Read the highlights of this week's commentary from Helios: The Consumer Price Index (CPI) recorded a 3.4% annual increase in December 2023, driven by...

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Weekly Talking Points for Financial Advisors (1/8/24)

Read the highlights of this week's commentary from Helios: On Friday, Treasury Secretary Janet Yellen announced that the US economy had achieved a...

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The Most Important Thing Today (1/3/24)

Let's talk about the market! S&P 500 Teeters at Record Highs: A Market on the Brink of Breakthrough or Breakdown? The S&P 500 has been wavering near...

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Weekly Talking Points for Financial Advisors (1/2/24)

Read the highlights of this week's commentary from Helios: As the year ended, the S&P 500 Index flirted with all-time highs. In 2024, equity markets...

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