Helium Advisors

Catch up with Helium Co-Founder Howard Morin on this month’s episode of WealthManagement.com’s RIA Edge podcast! Alongside host David Armstrong, Howard discussed the importance of integrating tax planning into the center of wealth management services. “We saw a lot of clients that were living these first-class lifestyles, but their portfolio and taxation were definitely running in coach or deep economy. Just getting clients to at least a level of equalization and identifying where we can help certainly allows us to help them excel, both on the tax and on the wealth planning side.” Listen to the latest episode of the RIA Edge podcast to learn more about the significance of incorporating tax planning into a clients’ wealth management and the many doors it can open for an advisor. https://lnkd.in/dxWSxBQ3

🚀 Exciting News! 🚀 We are thrilled to announce that our CIO, Cyrus Amini, CFA, Esq., will be a featured speaker in an upcoming webinar hosted by etf.com on the topic of Fixed Income. 📈 Join us to gain valuable insights from Cyrus and other industry leaders on the latest trends and strategies in the fixed income market. Don't miss this opportunity to learn from the best! 🗓️ Date: Tuesday, August 13th 🕒 Time: 2:00 p.m. ET

Our Co-Head of Wealth Management, Roshan Weeramantry, recently spoke with Financial Planning to discuss best practices for incorporating artwork into a client's holdings. Roshan emphasized the importance of open conversations to help clients optimize their taxes across all asset classes, including physical artwork. "We have the conversation quite often around the benefit of incrementally donating over the course of their lives," he said. "We try to really toggle it so that we can help our clients minimize their taxes from year to year as much as possible." Dive into the latest article by Tobias Salinger to learn more about tax optimization strategies for artwork and other unique asset classes. https://lnkd.in/g9wcPwH4

Wishing everyone a safe and happy 4th of July! 🇺🇸🇺🇸🇺🇸

📈 Exciting insights from our CIO, Cyrus Amini, CFA, Esq. In a recent interview with Gregg Greenberg from InvestmentNews, Cyrus discusses the rising popularity of gold among financial advisors. With uncertain interest rates and market volatility, he emphasizes the importance of maintaining strategic exposure to gold. Discover more about his views on leveraging gold for a diversified portfolio. https://lnkd.in/gm6WusQA

Recently, our Co-Founder Gary Russell, was featured on Retirement Tax Services podcast with Steven A. Jarvis, CPA, about what it really takes to build strong relationships between CFPs and CPAs. Gary shares his first-hand experience with having tax team members in-house, buying accounting firms, and the importance of really building a team, not simply sharing a company name. Steven and Gary provide examples of what does and doesn't work in the real world and provide action items that any advisor can take to level up on tax planning. Take a moment to listen to the podcast in the link attached below: https://lnkd.in/gXKGbSHK

🎉 Exciting News! Helium Advisors has been awarded the RIA Team of the Year (Under 10 Advisors) at the inaugural InvestmentNews Awards! 🌟🏆 We are beyond honored to be recognized among such distinguished peers. A big thank you to our amazing team and clients for making this possible! 🙌✨ Read more here: https://lnkd.in/dGw-a5VY

Live from New York…We Won! #TeamHelium #INAwardsUS

A real honor and a privilege to be nominated as one of the best RIA firms in the country for the 2024 @investmentnews Awards in NYC #TeamHelium #INAwardsUS

Our co-founder, Howard Morin, shares his top picks in etf.com's latest article, "Summer Reading List: Business and Pleasure." by Jeff Benjamin. Discover Howard and other top executives favorite reads for the summer in the article link posted below! https://lnkd.in/gwHVDcgF