Due Dilly Podcast - The Impact of Inflation, Tax Changes, and Concentrated Stock Positions

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Welcome to the May edition of the Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

Helios Quantitative Research influences over 700 Financial Advisors and $30 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies. Topics covered:

• Inflation's impact on investing
• How to maneuver through tax changes
• Valuable strategies advisors can implement today
• And much more