O’Leary Partners Observations

At the heart of every thriving community are people who care—and act. In this episode, Gabrielle O’Leary sits down with Gladys Reed, Chief Philanthropy Officer at United Way Miami, to explore how the organization is transforming lives across the city. Gladys shares the mission driving their work, the moments that fuel her passion, and the corporate partnerships making a real difference. Gabrielle highlights how individuals and families can amplify their giving through donor-advised funds, while Gladys offers a powerful glimpse into the stories, strategies, and collaborations shaping Miami’s future.

What do the Florida Gators basketball team and bear markets have in common? In this high-impact episode, Gabrielle O’Leary welcomes Matthew Tormey, US Equity Strategist at UBS CIO, to break down what defines a bear market, whether we’re in one (or heading for one), and how smart investors can turn volatility into opportunity. From portfolio positioning to sector resilience, plus how to help investors stay focused when emotions run high—you’ll walk away with timely insights and actionable ideas straight from UBS’s playbook.

In this episode, UBS sits down with AgAmerica to uncover the key market trends shaping Florida’s dynamic land and agriculture landscape. We explore the unique challenges and opportunities that today’s landowners are facing, from shifting market demands to evolving environmental considerations. But we don’t stop there—AgAmerica shares actionable strategies to help you maximize the value of your land, whether you’re running a family farm, considering your next big investment, or simply curious about the health of the soil beneath your boots. If you care about the future of agriculture, land ownership, or smart investment strategies, this is one conversation you won’t want to miss.

In this discussion, we team up with Lord Abbett to explore 2025's fixed income forecast. From stormy markets to central banks setting the temperature with interest rate policy, we'll map out the current conditions. We'll also uncover pockets of sunshine with relative value opportunities, assess the credit climate, and share tips for portfolio positioning to help you navigate uncertainty like a pro. Featured is Patrick Layng, Regional Manager at Lord Abbett. Host: Gabrielle O'Leary

In this episode, we’re unpacking some important updates that could affect your financial world. We’ll start with a look at the election results and what they might mean for tax and accounting policies. Next, we’ll dig into potential tax policy changes that could impact everyone—from everyday taxpayers to high-net-worth individuals. Then, we’ll zero in on estate and gift tax planning, exploring how current and proposed rules might influence wealth transfer strategies. Lastly, we’ll tackle corporate and business tax implications, breaking down how companies of all sizes might need to adapt to new regulations. It’s all about giving you practical insights to plan for the road ahead—whether it’s for you, your family, or your business. Featured is Jonathan George, CPA. Host: Gabrielle O'Leary.

In this episode, we dive into one of the most dynamic housing markets in the country, breaking down the latest developments shaping buyer and seller behavior. We’ll explore key indicators impacting property values and discuss diverse investment opportunities for those looking to capitalize on the market. Additionally, we’ll touch on the influence of foreign buyers on local real estate trends and how their activity is shaping the market’s future. Finally, we’ll examine real estate as a powerful retirement strategy and address economic factors that could influence long-term market dynamics. Featured is John O'Leary from UBS and Barry Beschel from Beachfront Realty. Host: Gabrielle O’Leary.

In this special episode, experts from the UBS Chief Investment Office will guide listeners through essential steps in retirement planning. The discussion will begin with an introduction to the UBS Wealth Way framework, which helps tailor investment strategies to individual goals. This will be followed by a detailed analysis of current market conditions. The discussion will then cover asset allocation and spending strategies, before concluding with advice on evaluating overall retirement preparedness. Featured is Daniel J. Scansaroli, Ph.D. and Ainsley Carbone from the UBS Chief Investment Office. Host: Gabrielle O’Leary.

This in-depth mental health discussion focuses on executive burnout as well as solutions to reverse course and optimize brain performance, through neuroscientific treatment options from a qualified mental health clinic and an employer sponsored financial wellness program. Featured is Dr. Maria Elena Collazo, a Clinical Psychologist from GIA Miami. Host: Gabrielle O’Leary.

This conversation explores unique financial challenges, needs and concerns of the medical community as well as financial wellness best practices for medical professionals. Featured is Angel Bosch-De Leon, DCMA Managing Director. Host: Gabrielle O’Leary.

This conversation discusses the O’Leary Partners’ new corporate membership with the Dade County Medical Association (DCMA) followed by DCMA’s priorities and goals for the second half of 2024. Featured is Angel Bosch-De Leon, DCMA Managing Director. Host: Gabrielle O’Leary.