Briefly Speaking with Lifetime Wealth Management: Recent Episodes
UBS advisor podcasts
Staying up to date with the changing world of personal finance is important, and so is your time. We keep you informed with short monthly thoughts on investing, planning, and the investment markets. Take just a few moments to learn more about a lifetime of planning with Lifetime Wealth Management.
In this episode we take a brief look back at 2021. We look forward into 2022 discussing “The year of two halves” and what we see as opportunities and risks.
In this episode we have an interview with David Lefkowitz, Head of Equities of the Chief Investment Office UBS Americas. We talk about how the equity markets got to this point, what our forecast is, and supply chain issues.”
In this episode we discuss why our view remains positive alongside some potential challenges.
In this episode we talk about the equity markets mid-year status and how financial planning and the Olympics are not that far apart.
In this episode we answer a few questions about market highs, low interest rates, and the national debt. We also take a look at the importance of time perspective as it relates investing in planning.
On this episode we take a closer look at the Equity market with a special Guest David Lefkowitz, Executive Director Head of Equities Americas , UBS Global Wealth Management Chief Investment Office. We also revisit some lessons I learned from the casino and Alex.
This month we look at the equity markets with a special guest David Levkowitz, head of equities for UBS CIO. We talk about some trading trends.
In this episode I answer a few questions, talk about being humiliated in London at age 20, and learn a little about market highs from Justin Waring of the UBS Global Wealth Management Chief Investment Office.
We kick off 2021 discussing the importance of planning. We get into a couple activities to do in January regarding budgeting and cash flow planning. We finish up talking about what we see for 2021.
We take a brief look back at 2020, discuss a couple year end items to consider, and take our first look into 2021.