Liquidity is for now

A strategy to help you balance short-term needs with long-term goals.

Questions you can ask your UBS Financial Advisor:

  • Can I organize my money so I worry less about being able to pay for the things I need right now?
  • How can I be more confident I’ll have what I need—when I need it?
  • How can I balance short-term needs with long-term goals?

How do you get a clearer idea of what you need, no matter what the markets are doing? A Liquidity strategy can help. It’s designed to help you pay for expenses over the next three to five years which may help you worry less about the markets. And being confident you have what you need right now can help you focus on your long-term future.

It’s part of a framework for your entire financial life, called UBS Wealth Way. It starts with questions and a conversation based on what’s most important to you. UBS can then help you organize your financial life along three key strategies:


Liquidity

  • to help provide cash flow for short-term expenses
  • to help maintain your lifestyle

Longevity

  • for longer-term needs
  • to help improve your lifestyle

Legacy

  • for needs that go beyond your own
  • to help you improve the lives of others

Watch the video, and see how UBS clients seek to pursue what matters most for today, tomorrow and for generations to come.


Let’s talk

We can help you balance short-term needs with long-term goals