An investor’s guide: Maximizing returns through strategic asset allocation
Asset allocation can make or break your portfolio. Discover how you can maximize your returns through strategic asset allocation.
Business exit: Why most family businesses are not prepared for transition
Here, we share what can create transition roadblocks for family-owned businesses and provide an action plan to mitigate against them.
Mutual funds 101: A reliable and unique investment vehicle
Mutual funds offer unique advantages and features, making them a reliable, innovative and longstanding investment vehicle option.
Is your business worth as much as you think?
Business owners know their businesses have value. However, not knowing your business's current value can have negative consequences for its future and your transition.
Preparing for the next wave of franchise mergers and acquisitions (M&A)
The franchise M&A market is entering a favorable period for operators. Understand the significance of a banking relationship in the next wave of franchise mergers and acquisitions.
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.
UMB and associates celebrate an amazing year of industry and community award recognition
We're celebrating UMB associates that have earned regional and national recognition this past year. Learn more about these extraordinary individuals and teams.
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.
Trending in Dallas: Employee ownership
We are seeing renewed interest in employee stock ownership plans (ESOPs) across UMB’s footprint, particularly in the Dallas-Fort Worth region.
Long-term investing: How to achieve peace of mind
Here, Eric Kelley, chief investment officer at UMB, shares his strategies for investing confidently over the course of decades.
