The Wise River Advisors podcast: Recent Episodes
UBS advisor podcasts
Thank you for joining the Wise River Advisors as we invite you to join conversations with our UBS colleagues, members from an extensive professional network, and leaders from our communities. We will discuss timely topics and break down some of the biggest questions in the world of finance.
This episode explores Donor Advised Funds (DAFs) as a powerful giving vehicle. Learn how DAFs can help maximize charitable giving, provide potential tax benefits and help align with your family financial goals.
In this podcast of our Expert Series, Austin Del’Ve with Wise River Advisors has a thought provoking estate planning conversation with Rob Strauss, estate planning attorney and Partner with Weinstock Manion. The conversation lays the framework of estate planning essentials, basic wealth transfer strategies and insights into advanced planning in the face of political changes with the November 2024 election and the sunsetting of the Tax Cuts and Jobs Act at the end of 2025.
A discussion with David McGarel, Chief Investment Officer of First Trust, on the Federal Reserve policy, interest rate forecasts, GDP growth estimate, and more.
In this episode, Mark and Craig speak to former Congressman Jeb Hensarling to discuss the status of debt ceiling negotiations and the potential impacts of these negotiations on financial markets.
Mark Binder and Craig Chiate from Wise River Advisors discuss the current market environment and outlook in the days ahead.
Barbara Guggenheim discusses investing in art, how to tell good vs bad in contemporary art, and her thoughts on collecting contemporary art.
In this podcast, we explore popular vehicles that allow ultra-high net worth families to achieve philanthropic goals in a tax efficient manner, all while creating a legacy for their families. We are joined by Casey Verst, executive director and Senior Wealth Strategist at UBS. He has spent multiple years in private practice as a trust and estate attorney and has helped ultra high net worth individuals with their estate planning goals.
Richard will discuss a number of investor topics including the economic trajectory of the US economy in 2021, expectations for earnings growth, trends that might remain with us as a result of the pandemic and the future of monetary and fiscal policy.
John helps us navigate the current political landscape and describe how events in Washington could impact our economy.