Retirement Advisor: How UBS’s Michael Crook Keeps Clients Coasting Toward Retirement In Choppy Markets
UBS investment strategist Michael Crook has helped fashion a quasi-endowment approach for UBS clients that aims to help them achieve their goals without markets getting the better of them. In this podcast interview (25:20), he explains how UBS’s “3L” strategy – liquidity, longevity, legacy – offers a reality-based methodology for coping with market challenges on the path toward a secure retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices