Monday, Jan 03

Talking Points of the Week for Financial Advisors (1/3/2022)

As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing discussion points for Financial Advisors to use with their clients which we provide in the Weekly Report.

Little new economic data came out in a slow holiday week before the new year, though initial jobless claims maintained near historic lows of around 200K, coming in at 198K, slightly better than the 205K the week prior and dropping the four week average to below 200K for the first time.

Pending home sales unexpectedly fell 2.2% from October to November amid high prices and a low number of homes for sale. This follows a strong October and indicates a slowdown in the hot housing sector as the year ends.

Inventories rose 1.2% in November, slightly behind expectations of a 1.5% rise and October’s 2.5% gain.

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Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through enhanced asset management capabilities. Helios was founded in 2016 in Granite Bay, California.

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Talking Points of the Week for Financial Advisors (12/13)

Talking Points of the Week for Financial Advisors (12/13)

As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing discussion points for Financial Advisors to use with their clients which we provide in the Weekly Report.

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