It's common for people to invest based on their tolerance for risk. The greater your tolerance, the more aggressively you invest. But is there another way? Lately, we've been looking at a strategy known as goals-based investing. This approach focuses on achieving specific and important goals, instead of simply trying to beat the markets. Institutional investors have been doing this for decades. And we think it's time investors like you take advantage of this approach as well.
Learn more by dialing in for an engaging discussion with Michael Crook, Head of Portfolio & Planning Research, CIO of Wealth Management U.S. led by David McWilliams, Head of UBS Wealth Management Transformation. Michael will explain:
· How to build a portfolio based on your goals and objectives–a framework for bucketing based on liquidity, longevity and legacy
· How goals-based investing can help you avoid common behavioral pitfalls and stay focused on your wealth strategy
· How developing goals and communicating them can expand the conversation while improving your probability of success
Take advantage of this great conversation.
About our speaker series
A wealth strategy for achieving your goals is part of a special series dedicated to keeping you informed about issues that affect your investing and your life. We invite you to join the conversation live every month for timely information that can help you make better decisions.
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