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Retirement Advisor: How UBS’s Michael Crook Keeps Clients Coasting Toward Retirement In Choppy Markets

EPISODE · Sep 6, 2019 · 25 MIN

Retirement Advisor: How UBS’s Michael Crook Keeps Clients Coasting Toward Retirement In Choppy Markets

from SA For FAs · host Seeking Alpha

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

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Retirement Advisor: How UBS’s Michael Crook Keeps Clients Coasting Toward Retirement In Choppy Markets

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