S&P 500 Goes to 5,000, Plus Other Timely Market Items with David Lefkowitz14:13
On this episode of Paradigm Podcast, we are discussing UBS’s recent piece about the S&P 500 potentially going to 5,000 by the end of next year, as well as other market-relevant news, including the Delta variant, its effects on the market, and portfolio implications. We’ll also touch on the Lambda variant and the impending debt ceiling debate. For this discussion, Stephen is joined by the newest member of Paradigm Group, Colin Parker. Colin recently joined our team from the UBS Private Wealth Management office in San Francisco where he advised ultra-high net worth families and institutions on portfolio management and financial planning strategies. Stephen and Colin welcome back David Lefokowitz, Head of Equities Americas in our Chief Investment Office. He has 25 years of experience as an equity analyst, portfolio manager, and strategist and is a member of the Wealth Management Americas Asset Allocation Committee.
Financial Planning Your Way to a Happy Retirement18:16
On today's episode of Paradigm Podcast, Braydon and Stephen will be discussing what they call the "retirement smile". They will discuss the different phases of retirement, how inflation affects these phases, and what implications these create for our financial plans for clients. They are joined by Ainsley Carbone, a Total Wealth Strategist at UBS. Ainsley is part of the Chief Investment Office at UBS, where her focus is on financial planning. She is an expert at helping financial advisors and clients build better financial plans that reflect their goals and values.
Inflation Coming? What to know and how it affects your portfolio18:17
On this episode of Paradigm Podcast, Braydon and Stephen are joined by Jason Draho, to discuss inflation concerns and what it could mean for your portfolio. Jason is the Head of Asset Allocation Americas for UBS Global Wealth Management. He is also the Chair of the US Investment Strategy Committee, overseeing strategic and tactical asset allocation recommendations for approximately $1.5 trillion in invested assets. He holds a PhD in Economics from Yale and a Bachelor of Science from the University of Manitoba.
Updates from Washington: What's really going to happen with taxes this year? A conversation with John Savercool, Head of UBS US Office of Public Policy16:56
In this episode of Paradigm Podcast, Stephen LaFata and Ted Rutter are joined by John Savercool, the managing director and head of the UBS US Office of Public Policy. This discussion focuses on what is really going on with taxes this year, and how this will effect you. John directs the firm’s lobbying, political, and policy advocacy efforts at the federal level. He’s a veteran of Washington of 34 years. In 2003, John was selected by UBS to become the firm’s first full-time, senior lobbyist to direct the firm’s advocacy activities in Washington. Through his years in Washington serving with both Congressmen and Senators, he has seen an extensive array of legislative and policy issues – he knows what happens behind-the-scenes.
Changes and Opportunities in Estate Planning18:51
Today, Braydon and Siddharth are joined by Siddharth Chhokar and Casey Verst for a discussion about recent changes and opportunities in Estate Planning. Siddharth is the managing partner of Chhokar Law Group right here in San Diego. Siddharth creates Your Total Estate Plan focusing on a comprehensive approach to meet clients’ immediate needs and their long-term goals. Casey Verst is an Executive Director at UBS within our Advanced Planning group. Prior to joining UBS, he practiced law with Katten Muchin Rosenman in Los Angeles.