Latest content:
Finding the best budget method for you
Having a budget is a key step to achieve financial success. Below are a few tips to help you determine the best budgeting method for you.
Finding the best budget method for you
Having a budget is a key step to achieve financial success. Below are a few tips to help you determine the best budgeting method for you.
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.
Top 5 questions your financial team should ask you
A financial advisor can help you build a holistic plan based on your unique situation. Here are five questions your advisor should ask you.
2024 economic outlook: Crosscurrents ahead
Learn how the impacts of slowing economic activity, inflation, conflict, and election uncertainty will make 2024 a challenging year for markets.
Economic and market analysis: Living with data dependency
Throughout Q3 of 2023, the economy continued to show incredible resilience, despite the aggressive tightening by the Fed this past year.
Q3 2023 economic market analysis
In our Q3 2023 economic market analysis, we discuss factors impacting the economy, recession indicators and why waiting is the hardest part.
Recognizing more than 10 years in the Texas market: Top advice from the team
After more than 10 years in the Texas market, we are just as excited today as we were the day we launched about serving our clients and the community here.
Supporting employees in high cost of living areas – Tips for business owners
To operate in high-cost areas, business owners must balance financial security for employees with the company's ability to withstand expenses.
Meeting the need for affordable housing
The affordable housing shortage is expected to continue for the foreseeable future. Here are some ways to address this concern.
What investment managers are asking our custody team with less than 60 days until T+1
The fast-approaching T+1 transition includes technology standardization and timing adjustments. Here are some common questions.
Year in review: 2023 interest rate risk trends and peer group analysis
As we wrap up 2023 year-end rate sensitivity analyses (RSAs) reporting for clients, let’s review how balance sheets and interest rate risk profiles have changed.
Market opportunity and outlook for interval and tender-offer funds
Unlisted closed-end funds (CEFs) glided into their “Golden Age” in 2023. Read our overview of unlisted closed-end funds: interval funds and tender-offer funds.
What it means to be a UMB personal banker: A glimpse inside the branch
Personal bankers not only assist with financial transactions, but they also build relationships with customers and their communities.
School of Economics’ Jamie Batschke previews upcoming changes
Here, Jamie Batschke, executive director of the School of Economics (SOE), discusses what's new and what's in store for the future of SOE.
Progress comes through people: the power of networking
Sarah Sanchez reflects on her career in corporate trust and shares the top networking tips she has used in her career path.
The power of turning personal interests into professional success
Christina Fenwick, vice president and relationship manager in the commercial real estate group at UMB, shares how she has blended her interests and professional passions.
Creating a business budget in times of uncertainty
Businesses are facing headwinds making budgeting difficult. We review the challenges and provide steps for approaching your business budget.
Planning for your home down payment
We offer three tips to help get you started on your plan for a home down payment, from understanding financing to finding ways to save.
