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Investing with UBS CIO Mark Haefele

Moody's Talks - Inside Economics

CHAPTER

Understanding the Wealthway 3Ls: A Framework for Financial Management

This chapter introduces the Wealthway 3Ls framework—liquidity, longevity, and legacy—as a strategy for managing finances. The speaker highlights how categorizing investments into these three areas helps individuals prepare for future needs while alleviating financial anxiety.

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