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Retirement Advisor: How UBS’s Michael Crook Keeps Clients Coasting Toward Retirement In Choppy Markets
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:25:20
- More information
Informações:
Synopsis
UBS investment strategist Michael Crook has helped fashion a quasi-endowment approach for UBS clients that aims to help them achieve their goals without markets getting the better of them. In this podcast interview (25:20), he explains how UBS’s “3L” strategy – liquidity, longevity, legacy – offers a reality-based methodology for coping with market challenges on the path toward a secure retirement.Learn more about your ad choices. Visit megaphone.fm/adchoices