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1 min read
Weekly Talking Points for Financial Advisors (8/26/24)
Read the highlights of this week's commentary from Helios: The Bureau of Labor Statistics’ preliminary estimate of the annual benchmark revision to...
Blog (12)
1 min read
Weekly Talking Points for Financial Advisors (8/19/24)
Read the highlights of this week's commentary from Helios: The Consumer Price Index (CPI) for July increased by 0.2% from June and 2.9% from the...
1 min read
Weekly Talking Points for Financial Advisors (8/12/24)
Read the highlights of this week's commentary from Helios: July's ISM Services PMI exceeded consensus estimates and remained above contractionary...
2 min read
How Quantitative Investing Can Enhance Returns and Mitigate Risk
For advisors seeking to optimize their clients’ portfolios by reducing risk and enhancing returns, quantitative investing is a powerful tool....
2 min read
Four Ways to Drive Performance and Maintain Client Confidence During Market Volatility
The recent U.S. stock sell-off, which sent Wall Street “fear gauge” (the Cboe Volatility Index) to a three-month high, represents an opportunity for...
1 min read
Weekly Talking Points for Financial Advisors (8/5/24)
Read the highlights of this week's commentary from Helios: US hiring slowed markedly in July and the unemployment rate rose to 4.3% from 4.1%, an...
1 min read
Weekly Talking Points for Financial Advisors (7/29/24)
Read the highlights of this week's commentary from Helios: Initial estimates of second-quarter GDP came in stronger than expected, showing the US...
1 min read
Weekly Talking Points for Financial Advisors (7/22/24)
Read the highlights of this week's commentary from Helios: US industrial production increased for the second consecutive month in June, signaling a...
2 min read
Three Keys to More Effective Business Development for Advisors
Most financial advisors didn’t set out to become marketing and sales experts. But for advisors who double as business owners, improving business...