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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 (5)

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Weekly Talking Points for Financial Advisors (4/21/25)

Read the highlights of this week's commentary from Helios: US retail sales jumped 1.4% in March, driven by strong auto and building material...

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Weekly Talking Points for Financial Advisors (4/14/25)

Read the highlights of this week's commentary from Helios: President Trump announced a 90-day pause on reciprocal tariffs, keeping the 10% baseline...

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Weekly Talking Points for Financial Advisors (4/7/25)

Read the highlights of this week's commentary from Helios: This week, President Trump announced a 10% tariff on all US imports, with higher rates for...

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Weekly Talking Points for Financial Advisors (3/31/25)

Read the highlights of this week's commentary from Helios: Overall inflation held steady last month, but service prices are still climbing. The...

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Weekly Talking Points for Financial Advisors (3/24/25)

Read the highlights of this week's commentary from Helios: At its March 2025 meeting, the Federal Reserve held interest rates steady at 4.25% to...

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Weekly Talking Points for Financial Advisors (3/17/25)

Read the highlights of this week's commentary from Helios: February's CPI report showed inflation cooling, with headline inflation slowing to 0.2%...

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Weekly Talking Points for Financial Advisors (3/10/25)

Read the highlights of this week's commentary from Helios: The US job market added 151,000 jobs in February, but the unemployment rate rose to 4.1%,...

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Weekly Talking Points for Financial Advisors (3/3/25)

Read the highlights of this week's commentary from Helios: US consumer spending fell 0.5% in January, marking the largest monthly decline in nearly...

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Weekly Talking Points for Financial Advisors (2/24/25)

Read the highlights of this week's commentary from Helios: Sentiment declined further, plunging to 64.7 from 71.7 in January with all five...

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