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n recent weeks, I’ve spoken with more than a half-dozen clients who say UBS financial advisers told them YES would deliver consistent income at minimal risk.
Anthony Di Benedetto, a retired entrepreneur and consultant in the renewable-energy industry, says he lost approximately 15% on YES between 2016 and 2019. UBS, he says, made the strategy seem “foolproof in its ability to protect the downside.”
If he had been clearly told that YES could produce large losses when stocks stumble, “we would have run out the door,” says Mr. Di Benedetto. “No way would we have risked losing a substantial amount of our capital just to make 3%.”
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