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.
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.
How to plan your financial future in uncertain times
There is no better time than now to think about your financial future and evaluate where you are today and where you want to be. Here are some topics to consider and questions to ask.
5 home buying trends for 2023
The real estate market is cyclical and always changing. Here are the top five home buying trends in the market for 2023.
U.S. debt ceiling: What does it mean to you?
Congress has until June 1, 2023, to raise the United States’ debt limit. Here we discuss what to watch and what noise to avoid in the debate over the debt ceiling.
Economic shifts: It’s unprecedented, again (Q2 2023 webinar)
We all heard the word unprecedented during the global pandemic (too often, some say). Here we are, once again, seeing unprecedented economic activity.
Economic factors to know and a discussion with investment experts (video)
Talk of a recession is everywhere, which is why we break down key economic factors and discuss their impact.
Batten down the hatches: Fine tune your small business plan for any economic environment
Reminders and best practices to fine tune your business plan with financial coaching during a recession.
A guide to SBA loans and resources
Here we offer tips for small business owners on how to use Small Business Administration (SBA) resources to grow your business.
Small business lending: A guide to applying for a loan
For business owners who are ready to take their company to the next level, we have insights into how to prepare for a small business loan.
Why municipal advisory? Q&A with Jim Mann & Melissa Buck (video)
Jim Mann and Melissa Beck lead our Public Finance Municipal Advisory Group. Here they discuss why municipalities should use a municipal advisor.
Registered funds regulatory and tax insights – Spring 2023
The UMB Fund Services registered fund accounting, administration and tax teams consolidated the most impactful regulatory and tax developments in the fund industry from spring 2023.
School districts and municipalities respond to workforce housing needs
UMB Public Finance shares how innovative financing helps school districts meet teachers’ workforce housing needs.
Leader Q&A: For David Andersen, your success is his success
David Andersen uses his years of experience in the banking industry and his positive attitude to help customers. Meet David and learn how he found his home at UMB.
Earnings explained: UMB first quarter 2023 earnings
UMB Chief Financial Officer Ram Shankar explains UMB’s first quarter 2023 earnings results.
Strong to serve you: Our 2022 Corporate Citizenship and ESG Report
Our 2022 Corporate Citizenship and ESG Report shows our commitment to our associates, customers and communities.
Recession ahead: How to protect your finances
Inflation is breaking records and a global recession is likely on the horizon for 2023. To prepare, here are steps to stabilize your finances during a rocky economy.
Strategies to help optimize excess liquidity
Whether your business is building capital or in a growth cycle, effectively managing excess liquidity is vital to a successful cash management strategy.
How competing in an Ironman Triathlon helped Becky Lowe become a better banker
Becky Lowe, vice president of commercial banking at UMB, shares how her experiences as a mother and athlete shaped her career.
