Hello! We hope that 2023 has been a good year so far for you and your family. At Bluerock, we have spent the first part of the year thinking about how we can help all those we care about navigate some of the expected and unexpected challenges of life. We spend most of our time discussing all things financial, but want to recognize that there are other parts to your life that are extremely important. Therefore, we are excited to kick-off a new project, Well-th and Well-Being! Throughout the year we will be providing resources to approach some of life’s toughest hurdles, including many that concern the health or well-being of you, your children, and other family members.
It is only appropriate for Alicia Sher at Bluerock to spearhead this campaign, as she has had a lifelong passion for exercise and nutrition. Alicia was actually going to pursue a career in health/wellness prior to deciding on financial services. What a perfect opportunity this will be for Alicia to share resources on not only the specific areas she has an interest in, but on many various topics that round out the theme of Well-th and Well-Being. Alicia is partnering with Hightower Advisors for many of the resources that will be provided. Hightower is the firm Bluerock has partnered with to provide various services such as resources and tools for this project.
For those of you that aren’t aware, April is recognized as Stress Awareness month. Is it a coincidence that April, the tax return deadline month, was chosen to be Stress Awareness month? The tax deadline has now passed, but the feeling of stress may be lingering, so we felt like it was the right time to remind you about the ways that anxiety is harmful – and to also offer help dealing with the stresses that life throws our way. In the attached article from Kristi Horner, the founder and executive director of Courage to Caregivers, she explains that understanding stress and how we react to it will help each of us cope with it in healthier ways. By identifying the external and internal things that cause our stress, we can manage it and develop ways to relax and give ourselves the chance to regroup and make confident decisions.

Don’t Let Stress Go Too Far — Learn How To Manage It
Next, we introduce you to Dr. Ashley Willans from the Harvard Business School. She discusses a recipe for living happier. In this podcast episode 3 Rules for Better Work Life Balance, she describes how to refocus our attention to become more intentional and purposeful within the 24 hours that we each have every day. We hope these resources are interesting and helpful to you. As always, please reach out if these or other items spark the need for a conversation about your finances, health or overall well-th.
Bluerock Wealth Management is registered with HighTower Advisors, LLC, an SEC registered investment adviser and/or Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through HighTower Advisors, LLC. Securities are offered through HighTower Securities, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is neither indicative nor a guarantee of future results. The investment opportunities referenced herein may not be suitable for all investors.
All data or other information referenced herein is from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other data or information contained in this presentation is provided as general market commentary and does not constitute investment advice. Bluerock Wealth Management, HighTower Advisors, LLC nor any of its affiliates make any representations or warranties express or implied as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Bluerock Wealth Management and HighTower Advisors, LLC assume no liability for any action made or taken in reliance on or relating in any way to this information. The information is provided as of the date referenced in the document. Such data and other information are subject to change without notice. This document was created for informational purposes only; the opinions expressed herein are solely those of the author(s) and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Bluerock Wealth Management, HighTower Advisors, LLC nor any of its affiliates provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.
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Bluerock Wealth Management is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.
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