Wednesday, Nov 30

The Most Important Thing Today (11/30/22)

Proactive communication about what’s going on in the market and the economy is key to building stronger client relationships. Each week, the Helios team breaks down the most important information your clients need into easy-to-understand talking points for you to share.

Black Friday Deals!

Look Who's On Sale

If you’re looking for a great deal this holiday season, maybe these names will be on your list.

Seventeen of the S&P 500 Index companies are down over 50% year-to-date.

Many of the names on the list have valuations, defined as the price-to-book ratio, that are less than half from the end of 2021.

Source: Helios Quantitative Research, Bloomberg

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.