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SitemapUMB Financial Corporation2017-11-02T12:28:24-05:00
Posts
- 2022 Awards recap: UMB and its associates take home awards
- 2024 economic outlook: Crosscurrents ahead
- 5 home buying trends for 2023
- 7 life moments that can impact your finances
- A closer look at UMB’s environmental policies and practices
- A comprehensive home buying guide
- A guide to SBA loans and resources
- A HELOC or second mortgage: Which is right for you?
- A helpful guide to economic and investing terms
- A historic milestone: UMB announces agreement to acquire Heartland Financial
- A lifelong commitment to helping communities
- A lighthouse for mergers and acquisitions (M&A) in current market conditions
- A look into The Porter House KC’s Alchemy Sandbox Pitch Competition
- A Q&A with two female engineers at UMB
- A volatile and unpredictable market
- A walk in and around the banking world
- Adapt your cash flow strategies for the 2024 economy
- Adjusting to expensive money: Strategies for business growth in today’s economic environment
- Alicia Beck, philanthropy director, shares her passion for giving back
- Amidst challenges, Texas businesses adapt and prepare: Q&A with UMB Bank’s Jeff Strasner
- An investor’s guide maximizing returns through strategic asset allocation
- An option for streamlined settlement of private placement bonds
- Anatomy of a municipal bond issuance
- Are you ready for retirement?
- Auto dealers: Is your reinsurance “B” account working for you?
- Auto loans quick guide: What to know before you buy
- Avoid U.S. dollars when paying foreign vendors
- Banking basics to know: How balance sheets work
- Banks benefit from FDIC sweep programs—what’s holding you back from participating?
- Batten down the hatches: Fine tune your small business plan for any economic environment
- BAU at UMB: Response to recent ratings
- Benefit accounts can help you attract and retain top talent
- Benefits of a health savings account in your financial plan
- Benefits of having both checking and savings accounts (infographic)
- Benefits of owning a home (infographic)
- Benefits of using a credit card (infographic)
- Beth Cronenweth finds her dream role in payments at UMB
- Beyond a ‘seat at the table’: Q&A with Chris Steuterman, UMB’s director of beverage finance
- Beyond finances: How to build an estate plan for your family
- Beyond the headlines: A factual perspective on regional banking
- Budget better with these 5 tips
- Building a culture of respect and inclusion
- Building wealth: Financial strategies for women
- Business email compromise (BEC): How to identify red flags and reduce risk
- Business lending 101: What business loan is right for you?
- Buying a home: Choosing the right mortgage loan for you
- Celebrating a year of recognition: UMB and its associates receive industry and community awards
- Choose your own adventure: What’s your investment persona?
- Christine Graham shares how her career journey brought her to UMB
- Colorado construction forecast: Increased negotiations and cost-effective builds in 2023
- Common retirement savings mistakes and how to avoid them
- Community impact through partnership: Q&A with Rocky Mountain MicroFinance Institute
- Comparing fund administrators? Ask three tough questions
- Confronting challenges with the availability of data in private equity fund reporting
- Consider the financial side of your side hustle
- Consistency, stability and growth: How UMB continues to support clients and communities
- Creating a business budget in times of uncertainty
- Cynthia Simpson’s career notes: Empowerment is key
- Debt management tips to help prioritize your budget
- Debt strategy comparison: Avalanche or snowball?
- Defend against business email compromise fraud
- Defining the role of a bond trustee or paying agent
- Deposit pricing in a rising rate environment
- Developing meaningful loan portfolio stress tests
- Diversity, mentorship, and community advocacy: A career of helping others
- Do you have a will or a trust established?
- Does the upcoming election matter?
- Don’t leave money on the table: Start the year with a financial review
- Driving force: Austin Braithwait’s approach to talent development and personal goals
- Dynamic balance sheet modeling for business planning
- Earnings explained: Fourth quarter 2022 earnings
- Earnings explained: Fourth quarter 2023 earnings
- Earnings Explained: Second quarter 2022 earnings
- Earnings Explained: Second quarter 2023 earnings
- Earnings explained: Third quarter 2022 results and commentary
- Earnings explained: Third quarter 2023 earnings
- Earnings explained: UMB first quarter 2023 earnings
- Economic and market analysis: Living with data dependency
- Economic cycles: How to protect your finances
- Economic development financing tools for municipalities and current challenges
- Economic shifts: It’s unprecedented, again (Q2 2023 webinar)
- Economic update April 2024: The economy keeps charging along
- Effectively manage and monitor your interest rate risk model
- ESOPs are on the rise. Are they right for your business?
- Essentials to a successful onboarding process
- Establishing a trust: Planning for the future with intention
- Evaluating a potential mutual fund to ETF conversion
- Everything you need to know about health savings accounts
- Family vacation budget: Planning for unexpected expenses
- Family vacations that won’t break the bank (infographic)
- Federal Reserve rate hiking cycle: Now and then
- Financial advisors: holistic planning includes healthcare costs
- Financial considerations before adopting a pet
- Financial insights: What to know about managing debt
- Financial outlook for agriculture in 2023
- Financial planning doesn’t have to be complicated (video)
- Financial planning is a marathon, not a sprint
- Financial planning strategies for single women
- Financial planning: Answers to important questions
- Financial review: Spring clean your finances
- Financial review: What to prepare and plan for
- Financial strategies for women to take charge of their finances
- Financial strategies to save for college and retirement at the same time
- Financial tips for dentists in the post pandemic world (video)
- Financial tools for teens
- Financially adjusting to life as empty nesters
- Financially preparing for back-to-school expenses
- Financially supporting multiple generations
- Financing growth: Questions for construction businesses navigating loans
- Financing municipal water and wastewater projects
- Finding the best budget method for you
- Finding your passion: A conversation with Kyle McMillian, senior vice president, commercial loan officer
- Fintechs should ask what, exactly, ‘Regulatory Playbook’ means
- First half of 2023 economic review (webinar)
- First steps for handling an unexpected financial windfall
- First to market? Three questions for your fund distribution services partner
- First-time home buyer tips
- Five key banking-as-a-service terms you should know
- Five pointers for private managers considering a registered fund
- Five questions and answers about health savings accounts (HSAs)
- Five reasons to connect with your business banker
- Five reasons to work with a business succession team
- Five tips to evolve business payment systems
- Five ways to protect your business from fraud
- Five ways you can boost your finances in a recession
- For Amy Harris, chief legal officer, mentoring is a must
- Four benefits of paying in local currencies
- Four common habits that can derail your financial plan
- Four considerations for women going through a wealth transfer
- Four financial factors to consider before retirement
- Four tips to stay safe online
- Four ways you can better prepare for retirement
- Fraud prevention guide: A roundup of our top content
- Fresh perspectives: Two associates reflect on why they made the move to UMB in Utah
- Fund managers: Act to ensure long-term treatment of carried interest gains
- Gamify your savings and win: Who says saving money can’t be fun?
- Generational wealth planning: The case for including adult children in your financial plan
- Getting the most out of credit card rewards points (infographic)
- Good versus great advisors: How to get the most from your financial advisor
- Guide: Smart planning for your student loan payments
- Have rates already peaked?
- Helpful tips to manage back to school spending (infographic)
- Hiking Ireland’s tallest peak with Katherine O’Brien, manager of UMB’s Dublin office
- How a subscription escrow agent works for your capital raise
- How are you getting your paycheck in retirement?
- How Ben Skilling creates a team atmosphere
- How Bob Harris prepares for every situation
- How business credit cards work for you: Rewards, expense management, and more
- How commercial credit cards can improve cash flow, efficiency and security for your business
- How communities establish effective rate structures for water and sewer services
- How community banks can confront negative equity and unrealized losses
- How competing in an Ironman Triathlon helped Becky Lowe become a better banker
- How emotions play a role in managing your money
- How investors keep calm during market volatility
- How Maureen Quill paved a successful path as an ‘only’
- How mentorship has impacted Dave Crittendon’s career in private banking
- How Millennials and younger generations can take advantage of their HSAs
- How resilience and preparation can help small businesses in a post-pandemic world
- How taking “smart risks” guides Dan Kieffer’s philosophy working in the wealth industry
- How the Inflation Reduction Act levels the renewable energy playing field for municipalities (video)
- How to achieve financial empowerment and take control of your finances
- How to build your financial capabilities at every age
- How to build your retirement savings (infographic)
- How to choose the best home loan for you
- How to evaluate your investment strategy after a Fed rate cut
- How to financially prepare for a baby
- How to get the most out of your banking benefits
- How to help loved ones access and manage accounts in times of crisis
- How to help teens understand investing
- How to help your kids understand investing
- How to know when it’s time to switch banks
- How to manage common types of financial fraud: First steps to take
- How to manage money as a young adult
- How to manage workplace flexibility: Insights from three fund-industry executives at UMB
- How to maximize your banking relationship
- How to maximize your health savings account at various stages of your life
- How to plan for charitable giving this season
- How to plan for your family’s upcoming wealth transfer
- How to plan your financial future in uncertain times
- How to prepare for your car purchase (infographic)
- How to prevent tax fraud this season
- How to prioritize financial objectives for your beverage distribution business
- How to protect against elder financial fraud
- How to recover after holiday spending
- How to save for a wedding
- How to save for your big-purchase goals
- How to select a fiduciary
- How to take advantage of a higher rate environment
- How to use a HELOC for home updates (without breaking your budget)
- How UMB supports parents: Paid parental leave, family building benefits and more
- How we connect with minority-owned businesses in every industry
- How women can find wealth-life balance with a financial advisor
- How you can stop financially surviving and start thriving
- HSAs are evolving: Here’s what to know beyond the basics
- HSAs can help grow confidence in retirement planning
- Important banking words to know
- Inflation – A love/hate relationship
- Instant payments 101
- Instant payments: The future of payments is here
- Insurance custody: Seven questions to ask your custodian
- Interest rate risk model performance: The times they are a-changin’
- Interval funds vs. tender-offer funds: An overview for investment managers considering a launch
- Investing with purpose: A five-step starter plan for ESG investing
- Investment strategies for a steepening yield curve
- Investor reporting software: Top questions to ask your fund admin
- Is this time really different? A history of interest rate cycles
- Key factors to consider when selecting CLO trustees and collateral administrators
- Know your banker, protect yourself from fraud
- Know your wealth: Wealth strategy planning for women
- Launching a private fund with plans to convert to a registered fund
- Leader Q&A: For David Andersen, your success is his success
- Leader Q&A: Margaret Langford shares her passion for community service
- Leadership Q&A: Phil Mason shares his passion for community and banking
- Leadership Q&A: Ryan Bryant shares his career pivot and success
- Lessons from a career in consumer lending: Every challenge is an opportunity to learn
- Lifestyle creep: How to identify it and avoid it
- Little change, big reward: Helpful tips to save money
- Loud budgeting: Make the trend work for you
- Maintaining quality while increasing speed
- Making a family budget that fits each life stage
- Making an impact in St. Louis: Q&A with Theresa Nikolaus
- Managing business continuity while preventing fraud
- Market opportunity and outlook for interval and tender-offer funds
- Matt’s people-first mindset: From digital marketing to community service
- Maximize your charitable donation: Aligning with your budget and passions
- Maximize your savings: Is a money market account right for you?
- Maximize your tax-efficient gifting strategy
- Medicaid payment increases allow hospitals to re-evaluate capital projects and leverage capital markets
- Meet the leadership: Eric Kelley, Chief Investment Officer
- Meet the Leadership: Jeremy Machain, UMB Bank’s Wichita market president
- Meet the Leadership: Jim Rine, President and Chief Executive Officer of UMB Bank
- Meet the Leadership: Nikki Newton’s early introduction to the investing world
- Meet the Leadership: Peter Blumeyer, President of UMB St. Louis
- Meet the leadership: Ram Shankar, Chief Financial Officer
- Meet the Leadership: Rekha Patnaik, Director of Continuous Improvement
- Meeting the need for affordable housing
- Mid-year bank outlook and our return to office
- Mid-year housing market update – Top questions answered
- Money management: Giving your kids an allowance
- Mortgage 101: Start your home buying journey
- Mortgage refinancing overview (infographic)
- Municipalities consider pension obligation bonds
- Municipalities: How multi-year financial planning differs from budgeting
- Navigating the slow lane: Challenges and opportunities in launching semi-liquid credit funds
- Need for speed: Checklist for escrow setup to avoid M&A closing delays
- Need to have a tough discussion with your kids about finances? Here’s where to start
- New year, same financial plan?
- NEWSED and UMB: Delivering community development in Denver
- Not just for checks: Six ways to use your checking account
- Notes from a talent recruiter: No matter your ability, you have good to give
- Notes from the CEO: Perspective on the recent banking industry news
- October economic update: More uncertainty, but better news
- Online and mobile banking: Tools to enhance your money management (infographic)
- Optimism in farm country
- Optimizing your retirement withdrawal strategy: The key to preserving your wealth
- Our strength endures: Read our 2023 Corporate Citizenship and ESG Report
- Paying for college: Tips and planning strategies
- Paying for medical needs with an HSA: Considerations for women
- Personal lending 101: What loan is right for you?
- Planning for your home down payment
- Planning your harvest cash flow and setting a strategy
- Portfolio strategies for a rising rate environment
- Portfolio strategies for community banks during Fed rate uncertainty
- Post-holiday credit card debt: How to dig out and get ready for a new year
- Potential SEC changes to the custody rule make waves in the investment industry
- Practical tips for starting a small business
- Preparing for T+1 settlement transition: Take action now
- Preparing your employees for open enrollment
- Preventing small business fraud: Essential tips and tools
- Prioritizing your money – Should I save, spend or invest?
- Progress comes through people: the power of networking
- Q&A with Amy Small, EVP, Executive Director of Institutional Custody
- Q&A with Drew McCart, vice president, commercial banking officer
- Q&A with Matthew Keeth, Vice President, Senior Client Manager
- Q&A with Peter Blumeyer on growth and market conditions in St. Louis
- Q&A: Technology acceleration in the transfer agency
- Q2 Economic market analysis
- Q3 2024 economic update: Not out of the woods yet
- Quick guide: Home buying basics to know
- Re-building your emergency fund
- Ready to lend in Denver: Q&A with Paul Williamson
- Real estate trends and tips to consider when purchasing a home this year
- Reality check: Smart capital strategies to implement this year
- Recapping the 2023 markets and looking forward to 2024
- Recognizing more than 10 years in the Texas market: Top advice from the team
- Relationship banking: How Bryson Reschke sets up Utah businesses for success
- Renting vs buying a home: Pros and cons to consider
- Retirement planning: An in-depth look at how and when to start
- Retirement planning: The basics of Medicare
- Retirement savings tips for a bear market
- Reviewing 2022 economic policy and its impact on the year ahead
- Reviewing and testing your model assumptions
- Riana Maus shares how she looks forward to Monday: Culture, passion and work/life balance
- Roll with the changes: Preparing your ALM model for economic shifts
- Rolling over a retirement account
- Saving solutions 101: The beginner’s guide to saving money
- Savings strategies in your 40s and 50s
- Scams to watch for this holiday season
- School districts and municipalities respond to workforce housing needs
- School of Economics’ Jamie Batschke previews upcoming changes
- Securities settlement: Penalties for failed trades in Europe start Feb. 1
- Service, community and kindness: Shelly Addington’s people-focused leadership
- Seven questions to help build distribution strategies for interval and tender-offer funds
- Seven tips to improve business cash flow
- Should municipalities delay projects due to inflation?
- Should you consider debt consolidation? Here’s how it works
- Six alternatives to tax-exempt advance refundings for higher-education institutions
- Six scenarios for corporate trust and agency services
- Six ways municipal bond issuers and borrowers can keep bond-financing obligations painless
- Small business lending: A guide to applying for a loan
- Small business tips: Overcoming financial challenges in 2024
- Smart (boring) investing: A responsible approach to your portfolio (video)
- Smart savings: Six strategies to boost your savings plan
- Sourcing your bank’s raw materials: Tapping the brokered CD market
- Stacy King, chief risk officer, shares her journey to her dream job at UMB
- Stay curious: Career tips from Tracy Howren
- Stay ready for anything: Business blind spots to avoid for long-term success
- Steps to help small businesses navigate the labor shortage
- Steps to protect your company from financial fraud
- Strategies for municipal bond issuers grappling with inflation and rising rates
- Strategies to help optimize excess liquidity
- Strengthening diverse perspectives: UMB’s business resource groups
- Strengthening liquidity with committed reverse repurchase lending facility
- Striving for more: Associate educational support programs
- Support employee health and wealth with spending account benefits
- Supporting business growth: How Larson Financial optimized with UMB
- Supporting employees in high cost of living areas – Tips for business owners
- Supporting HSA use among employees across generations
- Supportive atmosphere, career growth and more: UMB’s culture keeps associates around for decades
- Take advantage of digital banking this holiday season
- Take the road less traveled: Justin Rainey’s career journey to UMB
- Teaching kids good money habits
- Tests to determine debt capacity at higher education institutions
- The benefits of using a debit card (infographic)
- The changing Federal Reserve narrative: Skip, hike, pause and pivot
- The financial pros and cons of becoming a stay-at-home parent
- The fund audit off-season: Fall planning meeting checklist
- The great debate: Transitory inflation or here to stay?
- The importance of working capital in agribusiness
- The many melodies of Brian Hutchin’s career
- The next level: A financial plan how-to (video)
- The P3 sweet spot for housing projects
- The power of personalization when you go ‘all in’ with one business bank provider
- The realities of ransomware
- The role of Delaware statutory trust services in an asset-backed securitization deal
- The role of indenture trustees in bankruptcies—inspired by four popular songs
- The skinny on jumbo mortgages
- The spirit of service: Taking leadership notes from our vets
- The three ‘Cs’ you want in an ag lender
- The transformation of big tech in ag
- The yin and yang of investing
- Three benefit spending account trends taking shape in 2022
- Three emerging business banking trends to know
- Three key considerations for a successful turnaround
- Three keys to success for your commercial card program
- Three questions to ask when choosing a fund CCO
- Time deposit laddering: What it is and how to use it
- Tips for building and improving your credit (infographic)
- Tips for farmers to navigate the good and bad times
- Tips for stretching your paycheck to cover expenses
- Tips for understanding your credit cards
- Top 10 tax terms you need to know
- Top 5 questions your financial team should ask you
- Top considerations for a funeral trust that works for you and your clients
- Top considerations for moving your payables to the cloud
- Top tips to help employers explain health benefits to their workforce
- Top tips: How to protect yourself online
- Transitioning from two household incomes to one
- Trends indicate continued strong demand for aviation trust services
- Trust in banking: Finding a financial partner and advocate
- Trust, team spirit and tenacity: Two parallel career stories
- Tuition assistance: Supporting your higher education goals
- Twenty-somethings: Take control of your finances with financial mindfulness
- Two scenarios: Taxable advance bond refundings for municipalities with short-term cash crunches
- U.S. debt ceiling: What does it mean to you?
- Uma Wilson shares her journey to leadership in banking
- UMB and its associates bring home awards for industry excellence and commitment to community in 2023
- UMB and School of Economics help kids build financial capabilities
- UMB Bank + KBH Equipment: An inside look at an agribusiness relationship
- UMB Bank + Thermo King West: An inside look at a trusted banking relationship
- UMB Bank + Tivol: An inside look at our personal and business banking relationship
- UMB Bank contributes $2 million to Kansas City and Denver organizations
- UMB Bank joins FedNow Service’s instant payments pilot program
- UMB Bank supports Colorado honeybee population through Free Range Beehives partnership
- UMB Bank+The Guetterman Brothers Family Farm: An inside look at an agribusiness relationship
- UMB commercial banking: Growing relationships delivers results
- UMB donates $2 million to non-profit organizations
- UMB financial education program honored with American Bankers Association Foundation Community Commitment Award
- UMB Launches free financial education site
- UMB Market – an interactive activity to practice healthy shopping, on a budget this holiday season
- UMB offers a first time homebuyer program
- UMB supports St. Louis community development through local organizations
- UMB supports total employee wellness through well-being and financial health initiatives
- UMB’s commitment to bettering the Dallas-Fort Worth community
- UMB’s scholarship program creates opportunities for students to pursue higher education
- UMB’s women leaders share workplace experiences and offer mentoring advice
- Understand your credit score
- Understanding fund custody: private versus publicly offered fund vehicles
- Understanding lines of credit: How to know which is right for you
- Understanding the basics of bond ratings
- Understanding the Corporate Transparency Act: A guide for business owners
- Understanding the threat of business fraud
- Understanding your strategic asset allocation
- Uplifting stories: A Q&A with The Porter House KC
- Uplifting stories: The impact of our charitable giving in 2022
- Using a home equity line of credit to increase home value
- Using tax blockers with interval and tender-offer funds
- What are the biggest financial risks in retirement?
- What does ‘financial wellness’ really mean?
- What does a custodian do for alternative investment managers?
- What does investor servicing and transfer agency cost for a non-traded REIT or BDC?
- What does the Secure 2.0 Act mean for retirement planning?
- What I learned in my move to Texas
- What I’ve learned after 20 years in banking: Know your strengths and put them into action
- What investment managers are asking our custody team with less than 60 days until T+1
- What is document custody for private investments?
- What is Form PF? – Update on new SEC amendments
- What is private equity: An in-depth introduction
- What is the ‘spending smile’ retirement strategy?
- What is the role of an indenture trustee in an asset-backed security (ABS) deal?
- What it means to be a UMB personal banker: A glimpse inside the branch
- What it takes to get (and keep) a mortgage
- What to do when unemployment benefits expire
- What to do when your time deposit account matures?
- What UMB bankers wished they had known about personal finance early on
- When to use credit cards versus your emergency fund
- When to use your debit card versus credit card
- Which bank account is right for you?
- Why city councils tend to prefer PIDs
- Why convert a mutual fund or ETF to a series trust?
- Why do most mutual funds make year-end distributions in December?
- Why municipal advisory? Q&A with Melissa Buck
- Why private equity leaders are moving to outsourced fund administration
- Why taking charge of your finances is so important
- Why you need a personal financial review
- Why you need a private banker
- Why you should continue to revisit your estate plan
- Women and Wealth: Take charge of your financial future
- Women in banking: Senior executives reflect on the banking industry in Wichita
- Year in review: 2023 interest rate risk trends and peer group analysis
- Your business needs a succession plan: Here’s where to start
- Your guide to financial planning: How to get started and what to consider
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