
2024 has delivered surprising upward momentum
For Q1 of the S&P 500, there were 20 all-time high closes year-to-date. We haven’t seen momentum across equities like this since back in 2021. So where do equities go from here?
19 Apr 20247min

UBS Road to the Election: Banks and the race
One year after the banking crisis, the US Presidential election presents financial services with three lines of risk. Bradley Ball, CIO Equity Strategist, US Financials at UBS, shares how the November...
18 Apr 202410min

ElectionWatch: Investments
The presumptive presidential candidates, former President Donald Trump and President Joe Biden, are ramping up their campaigns. David Rubenstein, Co-Founder of The Carlyle Group, discusses the implica...
18 Apr 202417min

What is considered "fair share" when filing taxes?
Filed your taxes yet? Like most Americans, you likely have or are fairly close to it. Do you feel there is a wealth disparity in the US – in other words, are the most wealthy individuals paying their ...
17 Apr 20249min

ElectionWatch: The world
Admiral Mike Rogers, who served as Director of the National Security Agency when President Biden was VP, and then under former President Trump, discusses what this election means beyond borders - as t...
15 Apr 20246min

Why munis? Why now?
After many of you are paying damages to the IRS on April 15, investors like yourselves are now more painfully aware of their costly tax liabilities than ever. Why does this matter now?
15 Apr 20247min

An ocean deep with opportunity
Water is in your coffee, your sewage and... artificial intelligence. Water is a critical and scarce resource. So how could it affect the economy across multiple sectors and is there a way that you cou...
12 Apr 20248min

UBS Road to the Election: Presidents and markets
Emotions run high during election years but shouldn’t impact your investments. Apollo Lupescu, Vice President at Dimensional Fund Advisors, shares how elections are linked to markets and why it’s so c...
11 Apr 202413min



















