Economic Recovery and Stock Market Patterns With Trever Helmstead, CFA

    | March 8, 2021

    There has been a great deal of recovery talk and what the stock market is expecting. Today we will take a quick look at some likely recovery scenarios and the hurdles that remain for re-opening the economy.

     

    Trever Helmstead, CFA, CFP®

    Trever has been a member of the Telemus team since 2019. As a Financial Life Advisor, he helps his clients by breaking down big picture planning strategies into manageable and achievable goals. Trever has deep experience working in a variety of financial markets to help his clients navigate uncertain waters and execute their financial life plans. He focuses on emerging affluent and established wealthy clients and families to help them achieve their financial goals.

    Trever Helmstead, CFA, CFP® thelmstead@telemus.com

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

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