UBS On-Air: Conversations

For this month we focus on the 2024 proxy season, including a review of expectations, a look at some notable trends and themes, along with comparisons to what 2023 delivered. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Amy O’Brien, Global Head of Responsible Investing with Nuveen. Host: Daniel Cassidy

UBS Art Advisory Specialist, Matthew Newton, is joined Fritz Dietl, Founder and President of Dietl International Services and Delaware Freeport, to discuss the fine art shipping and storage industry and important considerations collectors often need to make when it comes to maintaining a collection.

In recognititon of May being Mental Health Awareness Month, we are joined by Soulpaws to better understand how eating disorders can impact a person’s day-to-day life, and how animal therapy can help. Featured is Shannon Kopp, Founder of Soulpaws. Host: Shiavon Chatman

Justin Waring, a Senior Total Wealth Strategist at the UBS Chief Investment Office, joins the discussion on the often-overlooked action bias in investing. He and Katie Williams delve into how emotional reactions can derail smart financial decisions and emphasize the importance of a long-term perspective. They share strategies to combat impulse decisions and illustrate how structured planning can enhance investment outcomes. Waring also highlights the psychological benefits of financial products like annuities, particularly for those nearing retirement.

Leora Zach, Client Solutions Specialist for our Family Office Solutions, sits down with Stefan Zachar and Rebecca Bux from PinnacleCare to discuss why families with significant wealth could benefit from a private health advisor and the current state of the healthcare landscape in the US.

Mark Tepsich, Family Office Design and Governance Strategist for Family Office Solutions sits down with Kirby Rosplock, PhD Founder and CEO of Tamarind Partners to discuss how education and family governance go hand in hand especially when it comes to preparing the next generation for the responsibilities of the wealth they are born in to and the complexities that come with it.

Ainsley Carbone, a Retirement Strategist at the UBS Chief Investment Office, joins Justin Waring to tackle the nuanced differences between traditional and Roth retirement accounts. They delve into vital topics such as contributions, tax implications, and the importance of strategic planning. The discussion also highlights how future tax rates can influence investment choices and underscores the necessity of regular account reviews for optimal tax savings. They advocate for personalized approaches in retirement planning, emphasizing collaboration with financial advisors.

As US taxes are expected to rise (especially for wealthy families), spanning income tax, capital gains tax, and estate tax, Justin and Ainsley join to discuss strategies that investors can leverage in order to prepare. Featured are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation focuses on World Autism Awareness Month, an internationally recognized month to bring awareness to neurodiversity and autism. Our guest, Phil Orlando, Chief Equity Market Strategist with Federated Hermes, shares his personal experience as a father of a son with autism and his philanthropy over the years. Host: Shiavon Chatman

Joanna Morrison, a Senior Wealth Strategist at Advanced Planning Group, shares her expertise in estate and tax planning tailored for high-net-worth individuals. She discusses crucial insights from this year's planning guide, including effective tax strategies and the implications of potential changes in gift and estate exemptions. Joanna emphasizes the importance of proactive planning with gifting strategies and Qualified Personal Residence Trusts (QPRTs), especially in light of evolving IRS regulations. Listeners gain valuable advice on navigating state tax challenges post-relocation.