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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 (8/21/23)

Read the highlights of this week's commentary from Helios: With the recent surge in the 30-year fixed mortgage rate above 7%, affordability has...

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The Most Important Thing Today (8/16/23)

Let's talk about inflation! On a Monthly Basis, Core Inflation Core Remains Subdued for the Second Month in a Row

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Weekly Talking Points for Financial Advisors (8/14/23)

Read the highlights of this week's commentary from Helios: In July, the consumer price index (CPI) rose 3.2% year-over-year (vs. 3.0% prior) and core...

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The Most Important Thing Today (8/8/23)

Let's talk about productivity! Productivity Jumps in the Second Quarter

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Weekly Talking Points for Financial Advisors (8/7/23)

Read the highlights of this week's commentary from Helios: Nonfarm payrolls increased by 187K in July, lower than the consensus estimate of 200K, and...

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The Most Important Thing Today (8/2/23)

Let's talk about growth! Second Quarter GDP Surges Past Expectations

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Weekly Talking Points for Financial Advisors (7/31/23)

Read the highlights of this week's commentary from Helios: The US economy unexpectedly accelerated in the second quarter. GDP expanded at a 2.4%...

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The Most Important Thing Today (7/26/23)

Let's talk about credit! Proportion of 30+ Day Past Due Credit Cards Rises, Still Well Below the 10-Year Average

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Weekly Talking Points for Financial Advisors (7/24/23)

Read the highlights of this week's commentary from Helios: Second quarter earnings, with 87 companies in the S&P 500 having reported, show aggregate...

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