How can you be more certain in an uncertain market?

UBS can help you navigate volatility through three strategies: Liquidity. Longevity. Legacy.

24 Jan 2022

Questions you can ask your UBS Financial Advisor:

  • Can I organize my money so I worry less about volatile markets?
  • Is there a way to manage the risk of volatility?
  • How can I balance short-term needs with long-term goals?

Market volatility happens. But you don’t have to let it shape your entire investment strategy or get in the way of pursuing your long-term goals. Instead, it’s important to embrace a holistic view and have a plan that helps you weather market fluctuations. UBS has an approach to help you do just that.

It’s called UBS Wealth Way. And it begins 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:

  • A Liquidity strategy to help provide cash flow for short-term expenses—to help maintain your lifestyle
  • A Longevity strategy for longer-term needs—to help improve your lifestyle
  • A Legacy strategy for needs that go beyond your own—to help you improve the lives of others.

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

Is your portfolio built to withstand volatility? Connect with your UBS Financial Advisor or find one.

Learn more about UBS Wealth Way

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Disclosures

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. Strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.

© UBS 2022. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

© UBS 2022. The key symbol, UBS, UBS Wealth Way and Liquidity. Longevity. Legacy. are among the registered and unregistered trademarks of UBS. All rights reserved.

All other trademarks, registered trademarks, service marks and registered service marks are of their respective companies.

IS2202463, Exp. 4/30/2023