Milwaukee Magazine | Expert of the Month | Jason Maas

Expert of the Month Jason

MAAS

MANAGING DIRECTOR – WEALTH MANAGEMENT,

SENIOR PORTFOLIO MANAGER, THE BURISH GROUP AT UBS

WHILE STUDYING ACCOUNTING AT UW-MADISON, Jason Maas interned with financial advisor Andy Burish. Soon that internship turned into a calling as The Burish Group, a team of talented advisors with UBS, recruited Maas. Over 25 years later, he is now Managing Director.

How would you describe the market right now?

The stock market has made a lot of progress. After going down in 2022 – in my opinion, in response to rapid rate increases by the Federal Reserve – we’re seeing growth. People were worried about a recession, but I think the market is telling us that the odds of that have diminished significantly. That’s giving investors confidence. The economy is moving back toward equilibrium. At the same time, I believe artificial intelligence is going to create a ton of productivity for companies, and that’s likely going to boost earnings for businesses and investors, as well.

What are common investing mistakes people make?

I think emotion ultimately leads to bad decisions in investing. That could lead to withdrawing or investing based on a market trend that might not last. We have a bias toward recent conditions and tend not to realize that the market is always going to change. Working with a financial advisor helps to remove that emotional aspect and offers a sounding board with an experienced professional. At The Burish Group, we have decades of collective experience, and we also have UBS behind us – one of the largest global wealth management firms. They provide thousands of professionals around the world who help us navigate alternative investments, complex investments and make it possible for us to help our clients achieve their goals.