One Big Beautiful Bill: Overview and significance for high-earners
After much anticipation, the One Big Beautiful Bill (OBBB) was signed into law. Here are some highlights that will directly impact high-earners.
What is the ‘spending smile’ retirement strategy?
There are many spending strategies for retirees. Learn how the spending smile approach can help you manage expenses throughout retirement.
Economic cycles: How to protect your finances
The current economic tumult is in the news daily. While the news can be daunting, but it is never too late to stabilize your finances.
Establishing a trust: Planning for the future with intention
Trusts are important estate planning tools . Here are three reasons to set up a trust as part of your financial plan.
Optimize your business: Time milestones for your business exit
Selling your business is a significant milestone that requires careful planning to maximize proceeds and prepare for the exit.
First steps for handling an unexpected financial windfall
If you suddenly have unanticipated financial windfall, it’s important to be strategic as you adjust to having additional funds.
The State of Texas Education: A bond underwriters’ perspective
As Texas school districts confront challenges, a bond underwriter shares how they help districts optimize their capital financing strategies for long-term success.
This time really is different: UMB’s 2025 economic outlook
Here, we reflect on the robust return of the financial markets in the past year and share our 2025 economic outlook.
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.
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.
