Latest content:
Financing growth: Questions for construction businesses navigating loans
To find the right fit, we've provided three questions to help outline what to consider when reviewing your business banking relationships.
Smart savings: Six strategies to boost your savings plan
Learning how to save lays the groundwork for future financial success and security. A solid savings plan can also help secure financial independence and stability later in life.
Four ways you can better prepare for retirement
Here, we share four considerations to help you better prepare for retirement. These tips can help you continue living your best life.
Smart (boring) investing: A responsible approach to your portfolio (video)
Dan Kieffer, director of asset allocation at UMB Private Wealth Management, shares the basics of asset allocation, risk and return, and why “boring” investing is smart investing.
October economic update: More uncertainty, but better news
We had an amazing ride during the third quarter of 2024. The economy is more stable, but there are still concerns about the labor market.
Does the upcoming election matter?
The upcoming election has investors asking how the results may affect their finances. Learn how elections may not impact financial planning.
Q3 2024 economic update: Not out of the woods yet
The U.S. economy has rebounded in the second quarter of 2024, but we're not out of the woods yet. Learn where the third quarter could take us.
Financing growth: Questions for construction businesses navigating loans
To find the right fit, we've provided three questions to help outline what to consider when reviewing your business banking relationships.
Seven tips to improve business cash flow
Running a business is hard work – use these seven strategies to help improve your business cash flow
The realities of ransomware
Ransomware is a form of fraud that many businesses have become familiar with. Here's what businesses can do to prevent a ransomware attack.
Dynamic balance sheet modeling for business planning
As the markets remain uncertain about the future, dynamic balance sheet modeling can assist community banks in planning for the year ahead.
Why convert a mutual fund or ETF to a series trust?
Hundreds of funds throughout the mutual fund industry with assets measured in the hundreds of billions utilize a series trust structure.
Sourcing your bank’s raw materials: Tapping the brokered CD market
Rising interest rates have caused the raw material costs for many banks to skyrocket. Here's an overview of the brokered CD market.
Celebrating a year of recognition: UMB and its associates receive industry and community awards
As the year winds down, we’d like to shine a light on the associates who have been recognized for their accomplishments.
Stay curious: Career tips from Tracy Howren
Here, Tracy Howren, senior vice president and commercial real estate lending officer, shares career tips and what she loves about her work.
Meet the leadership: Eric Kelley, Chief Investment Officer
Eric Kelley, chief investment officer for UMB Private Wealth Management, shares why he chose a career in the wealth management industry.
Does the upcoming election matter?
The upcoming election has investors asking how the results may affect their finances. Learn how elections may not impact financial planning.
UMB’s women leaders share workplace experiences and offer mentoring advice
UMB's female leaders empower others through support and mentorship. Here, a few female leaders share their experiences and advice.
Lifestyle creep: How to identify it and avoid it
As your income grows, continue to check expenses to avoid lifestyle creep, where you spending can impact your financial future.
