Monday, Feb 27

Weekly Talking Points for Financial Advisors (2/27/23)

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:

• Consumer spending and income both rose in January, rising 1.8% and 0.6%, respectively. Increasing incomes helped spending, but consumers also increased their use of credit, while savings rates remain at some of their lowest levels of the last decade.
• The higher-for-longer thesis grew stronger, with both headline and core PCE inflation rising 0.6% in January, ahead of
economists’ expectations.
• New home sales rose in January to the highest level in almost a year, though the gain was fueled by a 17.1% increase in theSouth.
• Stocks suffered through most of the short week, with the S&P 500 posting its worst week of the year so far, hurt by continued inflation fears and outlook concerns coming from both Home Depot and Walmart.

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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.