Investors weigh in on financial matters
UBS Investor Watch is a quarterly publication analyzing the latest in investor sentiment and behavior. Dedicated to generating insights that help UBS Financial Advisors deliver exceptionally for their clients, UBS Investor Watch is the industry’s definitive guide to what’s on investors’ minds right now.
Doing well at doing good: Why there’s more to giving than checkbook philanthropy
Everyone gives, but few believe their giving is effective. However, people who plan their giving and use strategies to make it work harder, are almost 50% more confident their donations are having an impact. Find out why.
Begin before the end: Why families need to have inheritance conversations now
It's time for families to break the silence, and start talking about inheritance. Heirs who know the details ahead of time report being twice as happy with the outcomes as those who are left in the dark. Find out why.
After surveying more than 4,000 U.S. investors, we discovered some surprising truths about how Millennials invest and think about success. Find out who they really are.
Despite dissatisfaction with Washington and concerns over long-term care, investors express greater confidence in their financial situations, especially those with financial plans.
Newfound optimism and pre-election jitters
Investors appear ready to reduce cash holdings, especially after the U.S. elections. Despite concerns about the national debt and rising healthcare costs, investors are optimistic and plan to revisit their financial plans post-election.
Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com
© UBS 1998-2014. All rights reserved.
Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA. UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA
Notice for Non-U.S. Investors. Order Routing Disclosure. Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities. Futures Commission Merchant (FCM) Information for UBS Financial Services Inc.