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How do I deal with constant
volatility ?
Markets will always fluctuate. But whatever way they move, a comprehensive financial plan is one of the best strategies to stay on track toward your goals. Your UBS Financial Advisor monitors the current environment and will work with you to ensure your plan and your portfolio reflect changing conditions. Volatility may be unsettling, but with a long-term plan in place, you can feel more confident about the future.
For some of life’s questions, you’re not alone. Together we can find an answer.
Stephen W. Davis, CIMA®
Managing Director--Wealth Management Senior Portfolio Manager
805-367-3680 stephen.w.davis@ubs.com
The Davis Group
UBS Financial Services Inc.
3011 Townsgate Road
Suite 300
Westlake Village, CA 91361 805-367-3680 844-892-2438
ubs.com/team/davisgroup
As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at ubs.com/workingwithus. CIMA® is a registered certification mark of the Investment Management Consultants Association, Inc. in the United States of America and worldwide. ©UBS 2020. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. D-UBS-CB79279D