Investors weigh in on financial matters

UBS Investor Watch is a quarterly publication analyzing the latest in investor sentiment and behavior. Dedicated to generating insights that help UBS Financial Advisors deliver exceptionally for their clients, UBS Investor Watch is the industry’s definitive guide to what’s on investors’ minds right now.

Current UBS Investor Watch report:

The conflicted investor


The conflicted investor: What rules…the head or the heart? (PDF, 1 MB)

Even with recent market volatility, most investors are still confident about the recovery. But many aren’t acting on it. In fact, only 18% are willing to take on more risk. Find out how those with a financial plan are more confident riding out volatility and staying focused on long-term goals.

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Previous UBS Investor Watch reports:


Unassisted living: Overcoming today’s long-term care challenges (PDF, 612 KB)

Everybody gets old. Yet 77% of investors aren’t planning for what the future might hold. What’s your plan? Discover how families are overcoming today’s challenges—and finding their own answers—to long-term care.

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Beyond the picket fence: Financial challenges of the modern American family (PDF, 1 MB)

Blended families, same-sex couples, and families with adult children or aging parents living in the home are on the rise. These modern families, and traditional families, have their own specific financial challenges. Find out what those challenges are and how the right financial advice can help you meet them for your family.

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When is enough…enough? Why the wealthy can’t get off the treadmill (PDF, 928 KB)

Millionaires appreciate what they’ve achieved. But, they still strive for more—to protect their families’ lifestyle and to feel more secure. Find out why satisfaction seems always out of reach.

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Choosing to delegate: Why millionaires seek professional advice (PDF, 3 MB)

Understand why many millionaires don‘t want to be financial experts, and why ultimately, financial discipline matters more. Millionaires understand this, and prefer to work with financial advisors to help them achieve long-term success.

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4Q 2014:
Doing well at doing good: Why there’s more to giving than checkbook philanthropy (PDF, 1 MB)
Everyone gives, but few believe their giving is effective. However, people who plan their giving and use strategies to make it work harder, are almost 50% more confident their donations are having an impact. Find out why.

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3Q 2014:
Begin before the end: Why families need to have inheritance conversations now

It's time for families to break the silence, and start talking about inheritance. Heirs who know the details ahead of time report being twice as happy with the outcomes as those who are left in the dark. Find out why.

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2Q 2014:
Couples and money: Who decides?

Money is a hot topic for all couples because men and women often have differing views about investing. As a result, couples may handle financial decisions in one of four ways. Which kind of couple are you?

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UBS Investor Watch - Think you know the Next Gen Investor? Think again.

1Q 2014:
Think you know the Next Gen investor? Think again. (PDF, 1 MB)

After surveying more than 4,000 U.S. investors, we discovered some surprising truths about how Millennials invest and think about success. Find out who they really are.

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Special Edition 4Q 2013:
The LGBT investor in a post-DOMA world (PDF, 1 MB)

The repeal of DOMA has ushered in a sense of optimism for lesbian, gay, bisexual and transgender (LGBT) investors, but concerns persist about retirement and long-term care.

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UBS Investor Watch 4Q2013

4Q 2013:
80 is the new 60 (PDF, 580 KB)

Investors are feeling younger and living longer. But are they prepared for a longer retirement?

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Investor Watch 2Q2013 - The "new normal" is here to stay

3Q 2013:
What is "wealthy"? (PDF, 302 KB)

$1 million in assets is no longer enough to make investors feel wealthy, and there's growing concern about healthcare costs in retirement.

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Investor Watch 2Q2013 - The "new normal" is here to stay

2Q 2013:
The "new normal" is here to stay (PDF, 290 KB)

Investors now define risk as permanent portfolio losses, and they continue to hold an average of 20% in cash.

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Investor Watch 1Q2013 - A new investor is emerging. Aware. Pragmatic. Confident.

1Q 2013:
A new investor is emerging. Aware. Pragmatic. Confident. (PDF, 313 KB)

Despite dissatisfaction with Washington and concerns over long-term care, investors express greater confidence in their financial situations, especially those with financial plans.

Investor Watch October 2012 - Newfound optimism and pre-election jitters

October 2012:
Newfound optimism and pre-election jitters (PDF, 714 KB)

Investors appear ready to reduce cash holdings, especially after the U.S. elections. Despite concerns about the national debt and rising healthcare costs, investors are optimistic and plan to revisit their financial plans post-election.