Latest content:
Top 10 year-end financial planning considerations for retirees
As the year ends, it's crucial to conduct a financial check-in. Here are strategies to enhance your retirement, finances and goals for the year ahead.
Top 10 year-end financial planning considerations for retirees
As the year ends, it's crucial to conduct a financial check-in. Here are strategies to enhance your retirement, finances and goals for the year ahead.
Could you do a no spend year? Creating mindful spending habits
Transform your budgeting approach with a 'No Buy’ experiment. Learn to cut costs, manage finances, and enhance your savings strategy.
Making a family budget that fits each life stage
Family financial needs are constantly evolving. Here is a guide to help plan your family budget as your finances change.
Economic market update: November had a choppy start, but ended strong
Each month, UMB Chief Investment Officer Eric Kelly and the UMB investment management team share economic insights and market impacts from the past several weeks.
Economic analysis of Q3 2025: Falling leaves and rising markets
The third quarter of 2025 was marked by improving market sentiment. Watch the replay of the quarterly economic webinar.
Q3 2025 economic update: Another brick in the wall of worry
Read our latest economic check-in that covers factors from Q2 2025 and analyzes the unexpected events in the geopolitical arena and financial markets.
ESOPs as a business exit strategy
More business owners are using employee stock ownership plans (ESOPs) for exit strategies. Here, we explore the limitations, advantages, and disadvantages of ESOPs.
Four benefits of paying in local currencies
Using local currencies can provide multiple benefits when engaging in, or advising clients on, international trade, business or realty.
Seven tips to improve business cash flow
Running a business is hard work – use these seven strategies to help improve your business cash flow
Recapping the 2025 markets
As the year comes to a close, we recap the 2025 market fluctuations and look ahead to the Fed's reinvestment strategy for the coming year.
Community banks: Performance and planning lead to a performance consulting suite
The combination of financial analysis and performance metrics is often known as a performance consulting suite, which begins with forecasting and budgeting systems.
Why private equity leaders are moving to outsourced fund administration
Here, we explore why private equity leaders and investment managers continue to outsource private equity fund administration.
For Amy Harris, chief legal officer, being fully present is paramount
We spoke with Amy Harris, executive vice president and chief legal officer, about her rise to leadership at a young age and why mentoring and giving back to the community is an important part of her professional success.
Discipline, focus and service: An interview with Chris Moore, a veteran cryptologist
Ahead of Veterans Day, Mariner Kemper had a conversation with Chris Moore, senior risk analyst at UMB and veteran U.S. Navy cryptologist.
Scaling Main Street service to a national level
I’m excited to share we have completed our systems and brand conversion efforts that officially bring all our associates, customers and properties into the UMB fold.
Economic market update: November had a choppy start, but ended strong
Each month, UMB Chief Investment Officer Eric Kelly and the UMB investment management team share economic insights and market impacts from the past several weeks.
Everything you need to know about health savings accounts
Learn how a health savings account (HSA) can improve your financial well-being and serve you throughout every stage of life.
How UMB supports parents: Paid parental leave, family building benefits and more
UMB offers associates a variety of benefits, including paid parental leave, to support birth and adoptive parents, as well as legal guardians.
