UBS insights

Timely knowledge to help you prepare for the future

What are the professionals saying about retirement, investing and social trends? Stay informed about the forces shaping your world. Want to learn more about what UBS has to offer? Visit


UBS Investor Watch

This influential publication takes a close look at issues and trends that today’s investors care about. Explore for yourself.

Decisions, decisions

Investors uncertain now but optimistic for the future

Own your worth

Why women should take control of their wealth to achieve financial well-being

Return on values

Most sustainable investors expect better performance, bigger impact

The century club

The rising prospect of living ten decades

Who's the boss?

Business ownership: Who's in, who's out and who's holding back

For love not money

Is passion getting in the way of profits for collectors?

Retiring old clichés

Bucking convention, retirees find happiness and seek growth

On your mark...

100 days into the new administration, investors are poised to act

The revived investor

Why the new administration is boosting investor confidence

In the market for change

Investors react with growing confidence post-election

Electing the economy

Investors believe this election is critical for their financial future

The ties that bind

How Boomers and their Millennial children are redefining family and finances

The conflicted investor

What rules…the head or the heart?

Unassisted living

Overcoming today’s long-term care challenges.

Beyond the picket fence

Examine the challenges facing the modern American family.

Begin before the end

Why families need to have inheritance conversations now.

80 is the new 60

Retirement may last up to 30 years. Are you prepared?


Modern Retirement Monthly

CIO Americas, Wealth Management offers leading research distilled into practical advice to help you retire with more confidence. View the monthly articles and listen to the special podcast series below.


Solving the benefits puzzle

Know how your open enrollment choices impact your retirement


Double-edged expectations

As life expectancy rises, so does the need to plan for longevity

July Cashing in

Make required minimum distributions work for you

June Time for a tune-up?

Using the right tax strategy to make the most of your retirement

May How will you transition to retirement?

It doesn’t have to be a drastic change.

April Borrowing has a place in retirement.

It can boost flexibility to your retirement Liquidity strategy.

March Include a critical asset in your retirement strategy: Flexibility

Take an approach that helps you adjust to changes in the market and your life

February Is Social Security keeping pace with inflation?

What the cost of living increase means for you

January 2019. The year to get real about retirement.

Read our best advice on what to think about—and plan for—in retirement.

November Give your HSA some TLC

It’s a good way to cover healthcare costs in retirement

October Is your portfolio sticking too close to home? Learn about home country bias.

Find out why investors hesitate to diversify globally, and why they shouldn’t, especially today. 

August/September A positive start to retirement in the case of  a negative market

Tips to protect yourself from "sequence risk"

July Recipe for a successful retirement:

Location, location, location.

June Ready for your post-peak years?

Make sure your savings rate reflects a potential income taper at age 56 

May Be prepared. Be very prepared.

Know what you need to do, as we continue to live longer

April How much will you spend in retirement?

It depends on which phase you’re in

March What are the odds you’ll have a successful retirement?

It depends on more than your "probability of success"

February Why talk isn’t cheap

Find out how family conversations can help improve retirement

January Are retirees keeping up with inflation?

Find out what a 2% rise in Social Security benefits will mean for you

December Can you live the way you want in retirement?

Discover effective withdrawal strategies

November Are you getting in the way of your retirement?

Overcome three key mental roadblocks

October How stable is your retirement nest egg?

Prepare for the transition.

September How can I plan for a successful retirement?

Planning for successful retirement and well-being

August How can I plan for healthcare costs?

Healthcare in retirement


Trending conversations 

A special podcast series dedicated to keeping you informed about issues that affect your investing and your life. Click on the links to listen.

Find out how sustainable investing can be a powerful strategy to help pursue your long-term goals. Listen to a discussion with UBS CIO Head of Sustainable Investing and Thematic Research in the U.S, Stephen Freedman.

Long-term care is the number one concern of many investors today. Listen to this podcast to find out more about your options.

The good news is we’re living longer. The bad news is many of us are in denial about how much we’ll need to take care of ourselves as we age. Listen to this podcast and learn how to prepare.