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Top 10 tax-smart tips

2025

Ten tips to stay proactive and navigate the evolving tax environment so you can better manage your situation and maximize potential savings.

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Investing under Trump 2.0

Uncertainty and market volatility could persist but we think the macroeconomic backdrop remains favorable.

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Billionaire Ambitions Report 2024

Discover the themes shaping billionaire investments, families and philanthropy around the world.

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Family Office Quarterly

If you’re managing a family office, explore these essential insights from specialists at UBS and other experts.

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Wealth planning and advice

- 11 Apr 2025
- 10 min read
Liquidity strategies and solutions for high-net-worth investors

Liquidity, or access to cash, is crucial to a successful wealth management plan.
- 17 Mar 2025
- 2 min read
Strategic moves to lower your tax bracket before retirement

Plan ahead to help keep more of your retirement income
- 13 Mar 2025
- 5 min read
What is the role of a financial advisor at different life stages?

From managing windfalls to retirement planning and transferring wealth
- 12 Mar 2025
- 6 min read
How to find the right financial advisor for your financial goals

Tips to help you research your options, evaluate compatibility, and understand fees
- 19 Feb 2025
- 2 min read
Maximize your savings: Tax-efficient retirement withdrawal strategies

Ways to help you keep more of your savings, reduce tax burdens and achieve your retirement goals
- 19 Feb 2025
- 2 min read
Tax-deferred vs. tax-exempt retirement accounts: Which is right for you?

How a balanced approach can help maximize your retirement wealth

Markets and economy

Markets & economy

- 16 Apr 2025
How might tariffs affect housing construction?

This is the USD 64,000 question, as no one (including the administration) seems to have a clear handle on what tariff levels might be and when they might be implemented. On Friday, 11 April 2025, we thought we at least had clarity related to tariffs on Chinese imports—145%. Then over the ensuing weekend there was more confusion as to how certain technology imports would be exempt from China tariffs, only to be further muddled by additional communication from the White House.
- 16 Apr 2025
US restricts China's access to key inference chips

The US Commerce Department on Tuesday announced new export licensing requirements on China-bound shipments of NVIDIA’s H20, AMD’s MI308, and other equivalent AI chips.
- 16 Apr 2025
Market swings likely until there is greater certainty over tariff outlook

Tariff fears had eased over the past week following President Trump’s decision to suspend a large part of additional levies for 90 days to allow talks with nations that had not retaliated. While China was excluded from this pause, the nation will benefit from an announcement by the administration that a range of key tech products, such as smartphones, personal computers, memory chips, and servers, would be temporarily exempted from the recent tariff hike.
- 15 Apr 2025
Munis sell off and underperform as yields surge

Investment grade (IG) tax-exempt munis experienced a steep sell-off and have significantly underperformed in 2025, as muni yields surged. Munis generally exhibit lower volatility, but this year volatility has trended higher.
- 15 Apr 2025
Five reasons US equities are Attractive

The fog is lifting: while we anticipate volatility and signs of economic weakness on the road to tariff agreements, especially with China, the path from here seems clearer. We outline below five reasons we find US equities Attractive.
- 15 Apr 2025
Why quality bonds remain attractive

US Treasuries rallied on Monday, with yields falling 8-15 basis points across the curve after a series of steep rises over the past week. The 10-year yield fell 13 basis points to 4.36%, following a 60-basis-point increase last week when Treasuries sold off amid a broader risk-off and deleveraging move.

Ultra-high net worth investors

Specialized investor research

UBS Trending: Is market turbulence just the beginning?
- 15 Apr 2025
UBS Trending: Tariffs go into effect…what’s next for fixed income? , Video
- 04 Apr 2025
- 10 min watch
UBS Trending: Tariffs go into effect…what’s next for fixed income? , Video
- 04 Apr 2025
- 10 min watch
UBS Trending: Tariffs go into effect…what’s next for fixed income? , Video
- 04 Apr 2025
- 10 min watch

UBS On-Air: Market Moves

Wealth Management Americas

23:30

Across the Pond: What comes next for global trade?

In the short period following early April’s “Liberation Day” announcement of tariffs by the White House, questions remain amongst global investors as to whether the world is headed towards a protracted trade war, and a new regime of significantly higher tariffs. What might this all mean for Europe? Which sectors are most at risk? How can investors position portfolios accordingly? Paul Donovan, Chief Economist for UBS GWM, weighs in on these questions, along with co-hosts Christopher Swann and Belinda Peeters.

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02:56

UBS On-Air: Paul Donovan Daily Audio 'Self-inflicted slowdowns and the Fed'

Federal Reserve Chair Powell noted US President Trump’s trade taxes would raise inflation and lower economic growth. Markets have already worked this out, but Powell saying it has policy implications. On the evidence of (unreliable) sentiment surveys, over a third of US consumers think inflation will exceed 10% this year. Powell emphasized longer-term inflation expectations, which should still allow for rate cuts. The self-inflicted nature of the economic slowdown may limit the number of cuts.

29:51

The State of Financial Stability with Steven Kelly (Yale) & Leslie Falconio (UBS CIO)

Hear a discussion on the stability of the US financial system, featuring Steven Kelly, Associate Director of Research at Yale School of Management, Leslie Falconio, Head of Taxable Fixed Income, CIO Americas

35:54

UBS AI Podcast - CEO Series - Ep. 1 (Arvind Jain, CEO of Glean)

The UBS AI Podcast explores the fascinating and evolving world of artificial intelligence, how it's transforming industries, redefining what's possible and reshaping the future. On this first episode of the CEO Series, Ulrike Hoffmann-Burchardi, CIO for Global Equities with the UBS Chief Investment Office, converses with Arvind Jain, the CEO and Co-Founder of Glean. Ulrike and Arvind dive into the vision behind Glean, and discuss the future of AI and workplace productivity.