Paradigm Podcast
Paradigm Podcast will bring timely and relevant information to family offices and high net worth individuals on private wealth management topics. Paradigm Group will interview guests from within the firm and centers of influence outside the firm.
Qualified Small Business Stock (QSBS) - Potential Tax Benefits
11:43Colin is joined by Brandon Smith, CPA of Lindsay & Brownell, LLP for a conversation of the potential tax benefits of the Qualified Small Business Stock (QSBS) exemption. The team discusses what QSBS is, how business owners can use it, and provides an example of how impactful the potential tax savings can be.
Hiring Issues - What Can Business Owners do About it?
15:57On this episode of Paradigm Podcast, Colin is joined by Brian Rose, Senior US Economist within UBS' Chief Investment Office, for a discussion on the ongoing hiring difficulties and job shortages facing business owners today. Colin and Brian discuss the economics behind the issues, what UBS is seeing going forward, and some strategies that business owners can use to excel during this time.
S&P 500 Goes to 5,000, Plus Other Timely Market Items with David Lefkowitz
15:05On 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.
S&P 500 Goes to 5,000, Plus Other Timely Market Items with David Lefkowitz
14:13On 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 Retirement
18:16On 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.