On this episode of Math Men on the Markets, Nyle Bayer, CMO, sits down with Matt Miller, Vice President of New Disruptions, to discuss Matt’s recent research paper on unemotional investing. The episode highlights how the use of algorithms to make decisions about the market can benefit advisors and their clients.

Helios Quantitative Research is a dba of Clear Creek Financial Management, LLC a registered investment adviser. The views expressed in this recording are the personal views of the participants as of the date indicated, and do not necessarily reflect the views of Helios Quantitative Research itself. Nothing contained in this recording constitutes investment, tax, legal, or other advice and it should not be viewed as a current or past recommendation or solicitation of an offer to buy or sell any securities, or to adopt any investment strategy.

Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Helios Quantitative does not work with individuals and therefore does not provide personal financial advice.

The information in this recording is based on current market conditions, which will fluctuate, and may be superseded by subsequent market events, or for other reasons. Helios Quantitative Research does not assume any duty to update forward looking statements.

The information in this recording has been developed internally, and or obtained from sources believed to be reliable. However, no representation or warranty, expressed or implied, is made or given by, or on behalf of Helios Quantitative Research as to the accuracy and completeness or fairness of information contained in this recording.

Any liability as a result of this recording including and direct, indirect, special, or consequential loss of damage, is expressly disclaimed. Copyright 2019, Helios Quantitative Research, LLC. All rights reserved.

On this episode of Math Men on the Markets, Joe Mallen, CIO, and Nyle Bayer, CMO, discuss Joe’s Helios Wins Above Replacement (HWAR) whitepaper and its potential impact on advisors. In particular, Joe and Nyle explore the roles of advisors and how advisors can better create portfolios and add value for clients. They also address problems in the investment industry, including the tendency of advisors to actively manage funds.

Helios Quantitative Research is a dba of Clear Creek Financial Management, LLC a registered investment adviser. The views expressed in this recording are the personal views of the participants as of the date indicated, and do not necessarily reflect the views of Helios Quantitative Research itself. Nothing contained in this recording constitutes investment, tax, legal, or other advice and it should not be viewed as a current or past recommendation or solicitation of an offer to buy or sell any securities, or to adopt any investment strategy.

Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Helios Quantitative does not work with individuals and therefore does not provide personal financial advice.

The information in this recording is based on current market conditions, which will fluctuate, and may be superseded by subsequent market events, or for other reasons. Helios Quantitative Research does not assume any duty to update forward looking statements.

The information in this recording has been developed internally, and or obtained from sources believed to be reliable. However, no representation or warranty, expressed or implied, is made or given by, or on behalf of Helios Quantitative Research as to the accuracy and completeness or fairness of information contained in this recording.

Any liability as a result of this recording including and direct, indirect, special, or consequential loss of damage, is expressly disclaimed. Copyright 2019, Helios Quantitative Research, LLC. All rights reserved.

On this episode of Math Men on the Markets, Joe Mallen, CIO, and Nyle Bayer, CMO, discuss various investment selection processes for creating portfolios and how investors can think from a general manager’s perspective. Spring ushers in America’s favorite pastime with the start of the baseball season and the strategy behind the game has some surprising parallels to investing strategies. Baseball has evolved into an economic science, and selecting what players best fill various positions in the modern era is strikingly similar to the approach many uses towards investing.

Disclaimer: Joe Mallen is the CIO of Helios Quantitative Research and Nyle Bayer is the CMO of Helios Quantitative Research. All opinions expressed by Joe, Nyle, and podcast guests are solely their own opinions and do not reflect the opinion of Helios Quantitative Research. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Helios Quantitative Research may maintain positions in the securities discussed in this podcast.

Helios Quantitative Research is a dba of Clear Creek Financial Management, LLC a registered investment adviser. The views expressed in this recording are the personal views of the participants as of the date indicated, and do not necessarily reflect the views of Helios Quantitative Research itself. Nothing contained in this recording constitutes investment, tax, legal, or other advice and it should not be viewed as a current or past recommendation or solicitation of an offer to buy or sell any securities, or to adopt any investment strategy.

Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Helios Quantitative does not work with individuals and therefore does not provide personal financial advice.

The information in this recording is based on current market conditions, which will fluctuate, and may be superseded by subsequent market events, or for other reasons. Helios Quantitative Research does not assume any duty to update forward looking statements.

The information in this recording has been developed internally, and or obtained from sources believed to be reliable. However, no representation or warranty, expressed or implied, is made or given by, or on behalf of Helios Quantitative Research as to the accuracy and completeness or fairness of information contained in this recording.

Any liability as a result of this recording including and direct, indirect, special, or consequential loss of damage, is expressly disclaimed. Copyright 2019, Helios Quantitative Research, LLC. All rights reserved.

The trade war between the U.S. and China has continued to grab headlines. Chris and Joe discuss what this means for the markets and your clients, as well as whether it's significant if the U.S. maintains a trade deficit with other countries.

Helios Quantitative Research is a dba of Clear Creek Financial Management, LLC a registered investment adviser. The views expressed in this recording are the personal views of the participants as of the date indicated, and do not necessarily reflect the views of Helios Quantitative Research itself. Nothing contained in this recording constitutes investment, tax, legal, or other advice and it should not be viewed as a current or past recommendation or solicitation of an offer to buy or sell any securities, or to adopt any investment strategy.

Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Helios Quantitative does not work with individuals and therefore does not provide personal financial advice.

The information in this recording is based on current market conditions, which will fluctuate, and may be superseded by subsequent market events, or for other reasons. Helios Quantitative Research does not assume any duty to update forward looking statements.

The information in this recording has been developed internally, and or obtained from sources believed to be reliable. However, no representation or warranty, expressed or implied, is made or given by, or on behalf of Helios Quantitative Research as to the accuracy and completeness or fairness of information contained in this recording.

Any liability as a result of this recording including and direct, indirect, special, or consequential loss of damage, is expressly disclaimed. Copyright 2019, Helios Quantitative Research, LLC. All rights reserved.

Interest rates are currently top of mind for advisors, but why do they matter? Chris and Joe break it down in a simple and easy-to-understand way. With a lot of attention on the Federal Reserve getting rates back to “neutral,” Chris and Joe define what this means and why it’s important in the context of today’s market environment.

Helios Quantitative Research is a dba of Clear Creek Financial Management, LLC a registered investment adviser. The views expressed in this recording are the personal views of the participants as of the date indicated, and do not necessarily reflect the views of Helios Quantitative Research itself. Nothing contained in this recording constitutes investment, tax, legal, or other advice and it should not be viewed as a current or past recommendation or solicitation of an offer to buy or sell any securities, or to adopt any investment strategy.

Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Helios Quantitative does not work with individuals and therefore does not provide personal financial advice.

The information in this recording is based on current market conditions, which will fluctuate, and may be superseded by subsequent market events, or for other reasons. Helios Quantitative Research does not assume any duty to update forward looking statements.

The information in this recording has been developed internally, and or obtained from sources believed to be reliable. However, no representation or warranty, expressed or implied, is made or given by, or on behalf of Helios Quantitative Research as to the accuracy and completeness or fairness of information contained in this recording.

Any liability as a result of this recording including and direct, indirect, special, or consequential loss of damage, is expressly disclaimed. Copyright 2019, Helios Quantitative Research, LLC. All rights reserved.