Monday, Sep 13

Talking Points of the Week for Financial Advisors (9/13)

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.

In a short week that was slow for data, the S&P lost 1.69%, the worst week since February, after being in the red each day over the week.

Initial jobless claims came in better than expected (310K actual vs. 335K expected) and continues the downward trend.

In August, the Producer Price Index showed upward pricing pressure on businesses, largely in line with consensus expectations. The Fed will be eyeing to what extent the pricing pressures pass through to consumers, as well as what impact it could have on retail spending, as they head into the September FOMC meeting in a little over a week.

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.