Katz Wealth Management

KWM Market Minute

UBS advisor podcasts

KWM Market Minute is a podcast series featuring UBS Managing Director and Private Wealth Advisor Jason Katz and his nationally recognized investment team (Katz Wealth Management). Based in New York City, KWM consists of 23 professionals each with a particular expertise (financial planning, portfolio construction, asset management, insurance planning, corporate retirement planning, and lending). KWM Market Minute will offer timely market perspectives along with guidance on money management, investing, and planning.

mitch slater discussing raising financially responsible children

31 Aug 2026

Fed Communication and UBS Targets

Today, Jason and Jordan discuss how Kevin Warsh's decision to say less may actually be saying more, especially after years of Fed overcommunication. They also break down UBS's S&P 500 targets for this year and next year, along with the market outlook behind those forecasts.

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mitch slater discussing raising financially responsible children

24 Aug 2026

Higher Yields and Higher Targets

Today, Jason and Ryan explained why earnings remain the key driver for stocks, even as long-term interest rates move higher. They also discussed the bond market and what the market wants to see from the Fed.

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mitch slater discussing raising financially responsible children

17 Aug 2026

AI Boom & the Next Wild Card for Markets

Jason and Jordan discuss why they believe we are living in a golden age of AI, and how it is driving the market rally and broader economic growth. They also reviewed the upcoming midterm elections and how potential outcomes could influence market performance.

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Contact information

Katz Wealth Management
1285 Avenue Of The Americas
New York, NY 10019

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