This week's Well Within 10 episode features Kelly Soller, Managing Director, and Andrea Ernst, Senior Portfolio Manager, at Fifth Third Private Bank.
With the political and economic uncertainty in our country and the world, today we talk at a high-level about what is actually going on, what we should be paying attention to and what are some of the levers that are being pulled. Rather than making huge changes in our financial plans and portfolios, what we should be doing is taking a step back, taking a deep breath, and returning back to the basics.
Today, Kelly and Andrea touch on a few key items to help you better understand what (and why) things are happening in our world and in our own pockets financially, and how you can best be prepared.
Learn more about Of Note, a wealth network for women powered by Fifth Third Private Bank.
This episode is powered by Fifth Third Private Bank, bringing more than 160 years of experience as trusted advisors to high net worth and ultra high net worth individuals and families. With over 36 billion in managed assets, and named one of the top 40 wealth management firms in the US by Barron's. One of the world's best private banks by Global Finance in 2020 and 2021.
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