Monday, Dec 27

Talking Points of the Week for Financial Advisors (12/27)

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.

November’s personal income and spending were in line with economist expectations, rising 0.4% and 0.6% respectively, though spending slowed considerably from October’s 1.3% increase. Amid earlier holiday shopping boosting October’s figures and higher prices, consumers slowed down their purchases of goods and services. Essentials (housing, utilities, gas, and food) and services increased, while inflation adjusted spending on goods declined for the first time since July.

The labor market remains tight with initial jobless claims holding near their historic lows, with 205K initial claims report in the latest week and putting the four week average holding fairly steady at 206K.

Third quarter GDP was revised slightly upward to a 2.3% annualized growth rate, up from 2.1% previously.

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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.