Blog   Tagged ‘infographic’

Tax Facts {infographic}

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How much do you know about taxes?  If you’re like a lot of people, you just want to know how much you owe the IRS or how much the IRS owes you. But if you dig deeper, you will be amazed at how our income tax system has evolved and some of the interesting factoids that would astound even the most seasoned tax professional. To get ready for Tax Day tomorrow, arm yourself with some cocktail party chatter by taking a look at the infographic below.
Tax Day infographic

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Mr. Chen is a Vice President and Portfolio Manager for UMB Private Wealth Management. He is responsible for all aspects of portfolio construction, including asset allocation, security selection and mutual fund analysis for high-net-worth clients. He joined UMB in 2013 and has 10 years of experience in the financial services industry. Mr. Chen earned a Bachelor of Science in Business with an emphasis in Financial Management from Kansas State University and Master of Science in Business with a Finance Concentration from the University of Kansas. He serves on the board of directors for the Financial Planning Association of Greater Kansas City and the Kansas City CFA Society. He is a Certified Financial Planner® and is a CFA charterholder.



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Holiday Costs

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Holiday costs. How do they all add up? How do you spend your money and your time?

Holiday Spending Infographic

December holidays by the numbers

 

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UMB Financial Corporation (Nasdaq: UMBF) is a financial services holding company headquartered in Kansas City, Mo., offering complete banking, payment solutions, asset servicing and institutional investment management to customers. UMB operates banking and wealth management centers throughout Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska and Arizona. It also has a loan production office in Texas. Subsidiaries of the holding company include mutual fund and alternative investment services groups, single-purpose companies that deal with brokerage services and insurance, and a registered investment advisor that manages the company's proprietary mutual funds and investment advisory accounts for institutional customers.



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5 Ways to Make the Most of Summer’s End

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With autumn quickly approaching, here are 5 budget-friendly ideas for capitalizing on the remaining summer days (and nights). 08-05

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Alex is the senior consumer-banking leader for UMB Bank in Colorado. He leads the region's financial centers in the Denver and Colorado Springs market, small business banking and benefits solutions channel. Alex provides senior leadership and strategic planning/execution to UMB’s western territory. He also serves on UMB Financial Corporation's senior leadership team. Alex joined UMB in 2011 and has 14 years of experience in the financial services industry.



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How to Overspend on a Country Club Membership

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A lot of us have golf and swimming pools on the mind now that it’s the middle of summer. If you’re thinking of joining or renewing membership at a country club, take a look at this list to see how NOT to go about it.

07-14_Country Club Membership

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Mr. Fee serves as president of UMB’s Texas region and is responsible for designing and executing a strategy to establish UMB Bank in the Texas market, initially by way of Dallas. He joined UMB in 2002 and has also served as the community bank president of the UMB South Kansas City region. Fee earned Bachelor of Science with a major in Business Administration and Accounting from the University of Kansas in Lawrence, Kan.



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Happy Independence Day!

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How does your patriotic pocketbook compare to the rest of America’s?

07-04 (1)

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UMB Financial Corporation (Nasdaq: UMBF) is a financial services holding company headquartered in Kansas City, Mo., offering complete banking, payment solutions, asset servicing and institutional investment management to customers. UMB operates banking and wealth management centers throughout Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska and Arizona. It also has a loan production office in Texas. Subsidiaries of the holding company include mutual fund and alternative investment services groups, single-purpose companies that deal with brokerage services and insurance, and a registered investment advisor that manages the company's proprietary mutual funds and investment advisory accounts for institutional customers.



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Debunking credit score myths

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In an earlier blog post, we explained why credit scores are important and how to improve yours. For many people, it can seem as if their score was pulled blindly from a hat. So let’s take a look and debunk a few myths.

Credit Score Myths

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Ms. Stokes is a senior vice president and director of Private Banking at UMB. She is responsible for driving sales and relationship management activities. She works closely with the Wealth Management leadership team and regional presidents to grow business and helps to develop roles in wealth management, relationship management and presentation skills. She joined UMB in 2009 and has more than 30 years of experience in the financial services industry. She earned a bachelor’s degree in business administration from the University of Missouri- Kansas City and a Bachelor of Arts from the graduate school of retail banking.



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Happy Income Tax Day from the Mad Men

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April 15 is finally here! To “celebrate” we want to take a look at what taxes the Mad Men (and women) at SC&P would have paid back in the 1960s…and if they were real people.

Enjoy this retro infographic from our friends at H&R Block.

“TheThe Taxes of Mad Men‡ via H&R Block

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UMB Financial Corporation (Nasdaq: UMBF) is a financial services holding company headquartered in Kansas City, Mo., offering complete banking, payment solutions, asset servicing and institutional investment management to customers. UMB operates banking and wealth management centers throughout Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska and Arizona. It also has a loan production office in Texas. Subsidiaries of the holding company include mutual fund and alternative investment services groups, single-purpose companies that deal with brokerage services and insurance, and a registered investment advisor that manages the company's proprietary mutual funds and investment advisory accounts for institutional customers.



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Community Involvement at UMB

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Contributing to our communities and environment is important to UMB because we believe we have the ability to make a positive difference in someone’s life every day. In addition to providing a solid portfolio of financial products, we have utilized associate volunteerism and corporate philanthropy to build our reputation as a strong community partner.

From financing for small businesses and providing working capital loans to companies that support job creation and retention, to our corporate philanthropy and our associates’ own personal volunteerism activities, UMB and its associates are dedicated to our local communities.

Historically, we’ve supported organizations and programs that expand access and appreciation of the arts, further economic development, advance educational opportunities, grow agriculture, strengthen families, restore neighborhoods, develop future leaders, and improve health and wellness. Through these acts, we strive to make UMB a place where customers can count on more.

Community Involvement by the numbers

 

 

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Associate Volunteerism

UMB enables its associates to give some of their time, energy and talents back to the community through spirited programs and initiatives. We proudly offer associates 16 hours of paid time off for volunteerism each year.2 In addition to encouraging individual volunteerism amongst our associates, specialized volunteer opportunities
and team-building group projects are also offered throughout the year.

Local Volunteer Opportunities

UMB’s partnership with United Way and local volunteer centers provides associates in our geographic footprint with current volunteer opportunities. Associates select organizations with which they have a relationship or would like to explore and donate their time, resources and support. Past projects have included: fundraising
initiatives, hands-on volunteer projects, collection drives, ongoing projects and organizational support, financial management expertise, and board service. Preference is given to UMB not-for-profit customers requesting volunteer assistance; however, other organizations are also often selected for associate volunteerism support.

1 YTD 2013
2 Manager must approve, eligible after six months service and organization must be nonprofit.




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Scarred by Great Recession, small business owners are still playing it safe

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SmallBusinessOwners

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UMB Financial Corporation (Nasdaq: UMBF) is a financial services holding company headquartered in Kansas City, Mo., offering complete banking, payment solutions, asset servicing and institutional investment management to customers. UMB operates banking and wealth management centers throughout Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska and Arizona. It also has a loan production office in Texas. Subsidiaries of the holding company include mutual fund and alternative investment services groups, single-purpose companies that deal with brokerage services and insurance, and a registered investment advisor that manages the company's proprietary mutual funds and investment advisory accounts for institutional customers.



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Infographic: 1913 vs. 2013 (Part 3)

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What does your grocery budget look like today? Imagine what it would’ve been in 1913!

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1913 vs. 2013 Infographic Part 3

1913 vs. 2013 Part 1 and Part 2.


UMB Financial Corporation (Nasdaq: UMBF) is a financial services holding company headquartered in Kansas City, Mo., offering complete banking, payment solutions, asset servicing and institutional investment management to customers. UMB operates banking and wealth management centers throughout Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska and Arizona. It also has a loan production office in Texas. Subsidiaries of the holding company include mutual fund and alternative investment services groups, single-purpose companies that deal with brokerage services and insurance, and a registered investment advisor that manages the company's proprietary mutual funds and investment advisory accounts for institutional customers.



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