Katie Williams
Discovery Strategist at UBS Chief Investment Office
Best podcasts with Katie Williams
Ranked by the Snipd community
Jul 31, 2024 • 13min
How to address your company stock within your financial plan
Join Ainsley Carbone, a seasoned Retirement Strategist, Justin Waring, a savvy Senior Total Wealth Strategist, and Katie Williams, a Discovery Strategist, as they delve into how to manage company stock within a financial strategy. They discuss the risks of concentrating wealth in one stock and the vital need for diversification. Expect insights on emotional biases in investing and strategies to counter them, ensuring sound financial decisions. This conversation is a treasure trove for anyone wanting to elevate their investment game!
May 29, 2024 • 18min
Behavioral Finance: Action Bias 101
Financial experts Justin Waring and Katie Williams along with Mark Halloran discuss action bias in investing, emphasizing the importance of strategic decision-making and diversification. They explore the impact of guarantees on portfolios, the role of financial advisors in navigating action bias, and the benefits of seeking guidance for rational financial decisions.
