Smart Investing
We spoke to Jason Maas and Andy Burish of The Burish Group at UBS Financial Services Inc. about the state of the market, how to make informed financial decisions and the importance of working with a trusted advisor.
If you’re glued to the news, you might think the financial market is wildly fluctuating right now. But if you talk to an informed financial advisor – like Jason Maas or Andy Burish – you’ll likely hear a different story.
“We’re in a very interesting period right now. The stock market’s reflecting different information than what people see in the media every day,” says Jason Maas, Managing Director – Wealth Management
and a senior portfolio manager. “You might think there’s geopolitical disaster, but it’s not reflected in the market. Working with an advisor generally allows investors to stay detached from some of these things that can be very emotional.”
Humans are naturally emotional and unfortunately, Maas points out, emotional reactions and investing don’t mix well . Making a rash decision based on something you saw in the news could come
back to bite you. “Having some clinical distance and a sounding board simply to keep you from outsmarting yourself with your own emotions is crucial,” Maas says. U ncertainty always exists within the market. It’s impossible to predict when a financial crisis might occur or its exact cause. Working with a trusted financial advisor helps investors mitigate that uncertainty by providing structure, knowledge and emotional discipline,
especially when market conditions are complex or volatile.
For most, it’s hard to determine when they’re taking on too much risk or pulling back too far when they’re feeling frightened. At The Burish Group, the team develops longterm plans and helps their clients with whatever is most appropriate for their individual situation. “It’s never one-size-fits-all,” Maas says. “Everyone has different goals they want to accomplish.”
Andy Burish, Senior Advisor of The Burish Group, says the advisors on his team deliver ongoing investment advice that includes tailoring portfolios to each client’s risk tolerance and goals, conducting annual reviews to assess progress, and offering a wide range of investment choices and performance reporting.
C lients who consult with The Burish Group can feel confident even when there are market fluctuations. The Burish Group focuses on using private and international markets for some clients to help offset the risk of the U.S. market, ensuring clients are diversified in their portfolios.
A diverse team means the capability to form lasting relationships with any client. The Burish Group’s team of more than 15 financial advisors can handle a wide variety of complex problems with creative solutions. “Part of being a successful advisor and having a successful
client experience is to have a relationship with someone you can relate to and who understands you,” Maas says. “We always say there’s a cast of characters here that people can identify with, and hopefully be matched with, to give them the best experience possible.”
T he Burish Group has spent the last four decades advising some of the US’s wealthiest population.
“T he more money you have, the more complicated life becomes,” Burish says. “There’s a reason surgeons don’t operate on their own kids. Emotion. So when people have a lot of money, they’re better off having someone like Jason or other people at our
firm to help bring some stability. No matter what the strategy is, our financial advisors have an investment policy statement – they have a financial plan and they don’t get caught up in the daily news.”
Group, UBS Financial Services Inc. 17335 Golf Parkway, Suite 525, Brookfield 262-794-0872
advisors.ubs.com/burishgroup
