UMB Private Wealth Management InSight Newsletter: Fall 2018 Edition
“Life starts all over again when it gets crisp in the fall.” – The Great Gatsby
Buying cars online: Advantages and disadvantages
The internet has revolutionized how people research, shop and buy goods. That’s true for major purchases, just as it is for minor ones.
Inside UMB: Associate leaving no veteran grave uncovered for the holidays
The following question and answer session is from a conversation with Personal Banker II, Lori Dame in Kansas City, Mo. Lori recently utilized UMB’s Associate Matching Gift Program to amplify her financial contribution to a cause she is passionate about.
Savings strategies in your 40s and 50s
Saving money is a lifelong responsibility—one that pays off when you encounter an unpredictable emergency, whether its during your career or in retirement. People in their 40s and 50s need to consider a savings strategy that accounts for personal asset management in the present and retirement savings for the future.
What is driving volatility in the equity markets? A case of the two-footed driver
Remember drivers’ education? We were taught that, when driving an automatic transmission vehicle, you only use one foot. Your right foot operates the accelerator and the brake. Your left foot just goes along for the ride. Have you ever seen a driver, after leaving a stop at an intersection, accelerate with the brake lights on? That is a two-foot driver.
Getting to know the sandwich generation: Part three
The sandwich generation are those pressed between the complex financial demands of both their children and their aging parents. To help understand and inform on the unique challenges of this demographic, we’ve created a three-part series. Part three is a look at specific strategies that can help these individuals set and achieve financial goals.
Getting to know the sandwich generation: Part two
The sandwich generation are those pressed between the complex financial demands of both their children and their aging parents. To help understand and inform on the unique challenges of this demographic, we’ve created a three-part series.
Expanding youth financial education program: School of Economics adds downtown location
UMB Financial Corporation recently announced it will work with School of Economics to expand to downtown Kansas City. The additional location will provide interactive, financial education programs to another 12,000 Kansas City-area students with an emphasis on reaching under-served schools. UMB Bank President and Chief Executive Officer Jim Rine shares details about the nonprofit and new school that will be located inside UMB’s 928 Grand Blvd building.
Why is the S&P 500 so popular – and where is it headed?
The S&P 500 has always been a well-watched index and has grown in popularity in recent years. But what has spurred this increase? Here are some reasons for this heightened attention and our thoughts on what the future holds for the index. (Fall 2018)