Monday, Dec 19

Weekly Talking Points for Financial Advisors (12/19/2022)

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 Fed raised rates another 50 basis points, which is what the market effectively expected, though there was some chance of a 75 basis point hike, bringing the target policy rate to 4.25%- 4.5%.
November had another better-than-expected inflation report that showed that both yearly headline and core inflation slowed down, the second month in a row where this happened.

November’s retail sales fell 0.6%, particularly hurt by car and car part sales, which dropped by 2.3%. While car sales pulled down the headline number, declines were widespread across the economy and included retail stores, online retailers, and furniture stores.

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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.