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.
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.
Meet the Leadership: Nikki Newton’s early introduction to the investing world
Nikki Newton serves as president of UMB Private Wealth Management. His journey to this position started when he was a seventh grader in Arkansas.
How to help loved ones access and manage accounts in times of crisis
Here are tips to help your loved ones manage your accounts and alleviate stress during emotionally charged times.
Financial planning doesn’t have to be complicated (video)
Nikki Newton discusses addresses common concerns regarding financial planning and investing. Watch his conversation for tips on how to start.
