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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.

Weekly Talking Points (12)

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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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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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Weekly Talking Points for Financial Advisors (12/26/23)

Read the highlights of this week's commentary from Helios: The core personal consumption expenditures (PCE) price index, the Federal Reserve’s...

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Weekly Talking Points for Financial Advisors (12/18/23)

Read the highlights of this week's commentary from Helios: In their final meeting of 2023, the Federal Open Market Committee (FOMC) kept interest...

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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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