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Portfolio Manager & Wealth Advisor, Financial Planner
Andrea’s expertise is in wealth management, tax minimization, estate planning, and wealth preservation. Andrea and her team provide personalized service to each client, and take time to understand each of their individual needs. This work provides the roadmap to the best possible investment and financial planning solutions. Andrea credits her commitment to client service, financial planning, and prudent investment philosophy to the success of her wealth management practice.
While the Fed’s meeting didn’t deliver much that was new, it at least eased concerns that rate cuts could be delayed. Other central banks grabbed the spotlight, with potentially significant ramifications.
What can we learn about returns from past elections? What campaign issues are the markets watching? What current factors are bigger...