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.
Understanding the Corporate Transparency Act: A guide for business owners
The Corporate Transparency Act (CTA) aims to combat illegal activities by increasing transparency in corporate ownership. Read this guide to understand the law.
Retirement planning: The basics of Medicare
Many retired adults have access to the government program, Medicare. Here, we review how it can impact your retirement finances.
Beyond ‘set it and forget it’ investing: Reassessing target date funds
Target date funds (TDFs) are a retirement investment tool driven by employer-sponsored benefit plans. Learn how TDFs work and whether it's time to graduate to a more tailored approach.
Economic market update: Inflation, debt, hawkish Fed
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.
Your business is worth millions: Are you really ready to sell it?
A business exit plan should be part of the strategic plan from day one. Here, Bryan Esarco offers considerations for exit planners to assess an owner’s readiness.
Don’t panic, plan (How Gen X can navigate retirement)
Planning for retirement can be daunting. Discover how Gen Xers can prepare for retirement and make the next era one to look forward to.
2026 midyear economic update: A new era at the Fed
The second quarter brought a rapid rebound from the turbulence unleashed during Q1. Read our 2026 midyear update.
Disciplined execution: A maturing of the M&A market in 2026
Here, Vincent Burke, senior vice president of commercial banking, discusses the 2026 M&A landscape and key takeaways for businesses to accommodate shifts in dealmaking.
More than a sale: Planning for life after the business exit
After spending decades building a company, many business owners imagine the sale itself as the finish line. Discover how to prepare for what comes next.
