The 10 Spot
The 10 Spot is an approachable, unassuming podcast that explains various wealth management concepts and topics in 10 minutes or less! One 10 Spot at a time, we will focus on a timely or listener-requested topic in the personal finance, family planning, or institutional investing world. Join us for a 10 Spot and find the answer to a question you have always wanted to ask – or were afraid to!
UBS Advisor Podcasts
Wills & Trusts: An Overview
Although we may not want to face it, we will all pass away at some point. Planning ahead clearly has its benefits: it is informative, provides peace of mind, and creates efficiency. You should take the time and effort to prepare yourself and your family for the inevitable From an estate planning perspective, this involves getting your financial affairs in order, establishing a plan for the ultimate distribution of your assets, and communicating your last wishes. Where to start? What's a will or a trust? Find out in this edition of The 10 Spot!
Spot Bitcoin ETFs
Bitcoin has become a mainstream topic, and ETFs have been launched to track the price. Are you familiar with crypto currency wallets and keys? Do you prefer cold or hot storage? Learn more in this edition of The 10 Spot!
Intro to Private Credit
Private Credit is a type of debt financing provided by non-bank lenders that is not issued or traded in an open market. For investors willing to lock up capital and commit for an extended period of time, Private Credit offers access to an asset class with appealing enhanced yield and downside mitigation. There are many types of Private Credit however... is one right for you? Find out on this edition of The 10 Spot!
Should I invest in individual bonds or bond funds?
Both single bonds and funds have their merits, with the balance between the two depending on an investor's goals, risk tolerance, and preferences. Individual bonds may be suitable for those seeking more control and predictable income, while bond funds may be preferred by investors looking for diversification and professional management. Which should you choose? Find out in this edition of The 10 Spot!
What to do with an old 401(k)?
When you leave a job, you may be wondering what happens to the money you worked hard to save in that employer's retirement plan and what action, if any, needs to be taken. It isn't always clear where exactly it should be moved to next or if it should be left where it is. While there’s no right answer for everyone, it’s important to make sure you have a complete understanding of your options. So where to start? Find out in this slightly longer edition of The 10 Spot!
