Monday, Jan 04

Talking Points of the Week for Financial Advisors (1/4)

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.

Pending home sales fell 2.6%, significantly below expectations of a flat monthly figure. This marks the third month in a row of negative readings following a strong summer. The higher prices and limited inventory appear to be weighing on the housing market, though it remains above pre-pandemic levels.

Wholesale inventories unexpectedly fell by 0.1% in November, while economists had expected a 0.6% gain. This is the first monthly decline we have seen since July.

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.