Monday, Nov 22

Talking Points of the Week for Financial Advisors (11/22)

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.

Retail sales rose 1.7% in October, helped by online shopping, and beating expectations of a 1.4% rise. Restaurant sales were flat, helping shift consumer dollars online, as well as holiday shopping may have begun earlier this year. September’s figures were revised slightly upwards as well.

The Conference Board’s Leading Economic Index rose 0.9% in October, just barely ahead of estimates. The largest contributor to the gain was from further improvement in jobless claims and slightly dragged down by the worsening consumer expectations we have seen lately.

Industrial production rose 1.6% in October, recovering (and then some) from Hurricane Ida’s hit the month before and ahead of expectations of a 0.9% increase.

The House passed a core piece of President Biden’s economic agenda on Monday, passing the $1.7B Build Back Better Act along party lines and sending it to the Senate, where it may need to be modified further in order to unify the Senate Democrats.

Team Helios

Team Helios

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

You might also like:

Talking Points of the Week for Financial Advisors (12/6)

Talking Points of the Week for Financial Advisors (12/6)

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.

read more
Talking Points of the Week for Financial Advisors (11/29)

Talking Points of the Week for Financial Advisors (11/29)

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.

read more
Talking Points of the Week for Financial Advisors (11/15)

Talking Points of the Week for Financial Advisors (11/15)

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.

read more
Talking Points of the Week for Financial Advisors (11/8)

Talking Points of the Week for Financial Advisors (11/8)

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.

read more
Talking Points of the Week for Financial Advisors (11/1)

Talking Points of the Week for Financial Advisors (11/1)

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.

read more
Talking Points of the Week for Financial Advisors (10/25)

Talking Points of the Week for Financial Advisors (10/25)

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.

read more