At BlueStem Wealth Partners we want to make sure you have a full understanding of how your money is invested. One of the unique things we offer is our collaboration with Helios Quantitative Research. The video below is an interview that we conducted on February 7, 2024, with Chris Shuba, CEO of Helios. In the video, Jill Lawrence, CEO and Private Wealth Advisor at BlueStem Wealth Partners, asks Chris to provide a recap of the investment markets in 2023 and also provide some investment opportunities for 2024.
Questions: If you have questions about the event, please reach out to your financial advisor or contact Colin Lord at 612-464-0372 or by email at info@bluestemwealthpartners.com
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This is an informational event. There is no cost or obligation.
To determine which investments or planning strategies may be appropriate for you, consult your financial advisor or other industry professional prior to investing or implementing a planning strategy. This webinar is not intended to provide investment, tax or legal advice, and nothing contained in the material should be taken as such. Investment Advisory services are offered through BlueStem Wealth Partners are only offered where BlueStem Wealth Partners and its representatives are properly licensed or exempt from licensure. No advice may be rendered unless a client agreement is in place.