The Wise River Advisors podcast
The Wise River Advisors podcast
Podcast Description
Thank you for joining the Wise River Advisors as we invite you to join conversations with our UBS colleagues, members from an extensive professional network, and leaders from our communities. We will discuss timely topics and break down some of the biggest questions in the world of finance.
Podcast Insights
Content Themes
The podcast covers a variety of financial topics including donor advised funds, estate planning, market outlooks, and philanthropic strategies, with specific episode highlights such as the 2024 Market Outlook featuring Chief Investment Officer David McGarel and discussions around the impacts of political changes on wealth transfer strategies.
Thank you for joining the Wise River Advisors as we invite you to join conversations with our UBS colleagues, members from an extensive professional network, and leaders from our communities. We will discuss timely topics and break down some of the biggest questions in the world of finance.
In this Expert Series episode, Austin Del'Ve sits down with Eric Massi, a risk advisor specializing in property and casualty insurance. With California wildfires devastating homes, they discuss the evolving insurance landscape, key risk management strategies, and how to ensure your wealth plan isn’t left vulnerable. A proactive plan before a disaster strikes is crucial.
Disclaimer
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