Monday, Jan 30

Weekly Talking Points for Financial Advisors (1/30/2023)

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:

The US economy grew at a 2.9% annualized pace in the fourth quarter. While the economy slowed from the third quarter’s 3.2%, it beat economists’ expectations, which were for a 2.6% growth rate. Under the hood, consumer demand rose 2.1% though that was less than expected as the momentum behind the consumer weakened. However, real disposable personal income rose by 3.3% in the fourth quarter, a substantial uptick compared to the 1.0% rise in the third quarter.

Initial jobless claims fell to 186K, down from the prior week’s 192K and brining the 4-week average below 200K for the first time since last May.

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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.