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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.

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Weekly Talking Points for Financial Advisors (12/11/23)

Read the highlights of this week's commentary from Helios: The S&P 500 notched a new high for 2023 last week, boosted by the November jobs report and...

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The Most Important Thing Today (12/5/23)

Let's talk about bonds! Bond Market's Best Month Since 1980s Ignites Global Rally Across All Sectors Capping off a difficult year for bonds, November...

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Weekly Talking Points for Financial Advisors (12/4/23)

Read the highlights of this week's commentary from Helios: Last week, the Fed Chair pushed back on the market’s growing expectations of aggressive...

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The Most Important Thing Today (11/28/23)

Let's talk about employment! Initial Jobless Claims Plummet, But Lingering Concerns Loom In the week ending November 18, initial unemployment claims...

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Weekly Talking Points for Financial Advisors (11/27/23)

Read the highlights of this week's commentary from Helios: Initial jobless claims fell to 209K, down from 233K the week prior and keeping the...

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The Most Important Thing Today (11/22/23)

Let's talk about inflation! Annual Inflation Hits Fed Target in New England, Still Above 4% in the South Inflation slowed across the US in October,...

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Weekly Talking Points for Financial Advisors (11/20/23)

Read the highlights of this week's commentary from Helios: Investors are showing increased confidence in the economy's ability to withstand the...

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The Most Important Thing Today (11/15/23)

Let's talk about the future! Forecasting Mortgage Rates: The Predictive Power of 10-Year Treasury Yields Mortgage rates often move in tandem with...

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Weekly Talking Points for Financial Advisors (11/13/23)

Read the highlights of this week's commentary from Helios: Stocks extended their November rally with tech giants leading the way. The S&P 500...

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