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.
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.
Smart (boring) investing: A responsible approach to your portfolio (video)
Dan Kieffer, director of asset allocation at UMB Private Wealth Management, shares the basics of asset allocation, risk and return, and why “boring” investing is smart investing.
The next level: A financial plan how-to (video)
In this installment of The Scoop, Ben Skilling discusses how working with a planning team can take your financial plan to the next level.
How to plan your financial future in uncertain times
There is no better time than now to think about your financial future and evaluate your plan. Here are some topics to consider and questions to ask.
