Latest content:
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.
Financial planning: Answers to important questions
This past year presented many challenges and while times have changed, for most of us our goals and objectives have not. Financial planning can sound intimidating, but it is not as overwhelming as it may seem.
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.
Financial review: What to prepare and plan for
Do you have an individual financial plan based on your unique financial goals? Discover how to prepare for a financial review.
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.
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
Trust, tenure and character: UMB’s approach to credit
Here, Tom Terry, our chief credit officer, shares how credit fits within UMB, where credit culture stands today and where it may be headed.
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.
Insurance custody: Seven questions to ask your custodian
Insurance companies often stick with one custodian for years. We've prepared some questions to help you identify limitations.
Pre-need trusts vs. Pre-need insurance for funeral planning
Read how funeral homes help customers plan for future funeral costs with different payment options, such as pre-need trust and pre-need insurance.
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.
Oklahoma roots and loud loyalty: How UMB serves the Sooner state
Here, UMB Oklahoma Market President Stuart Sullivan shares how his Oklahoma roots have influenced the leader he is at UMB.
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.
