Tuesday, Jan 03

Weekly Talking Points for Financial Advisors (1/02/2023)

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 the highlights of this week's commentary from Helios:

Slow economic week during the shortened holiday week saw continued low initial jobless claims at 225K, though it was a slight uptick from the prior week’s 216K initial jobless claims.

Pending home sales fell 4% in November, significantly below the 1% drop that was expected and continuing the prior month’s weakness.

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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.