Retirement Advisor: How UBS's Michael Crook Keeps Clients Coasting Toward Retirement In Choppy Markets (Podcast)
By SA For FAs:
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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.
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