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Posts
- ‘Steady as she goes’: Custody in times of market stress
- 2021 interest rate risk review: A peer group comparison
- 2021 Women Who Mean Business: Abby Wendel
- 2023 economic outlook: Prepare for landing
- 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 guide to ESG investing
- A comprehensive home buying guide
- A guide to SBA loans and resources
- A helpful guide to economic and investing terms
- A lifelong commitment to helping communities
- A lighthouse for mergers and acquisitions (M&A) in current market conditions
- A look back at 2022 interest rate risk
- A look into The Porter House KC’s Alchemy Sandbox Pitch Competition
- A volatile and unpredictable market
- A walk in and around the banking world
- Accountability, stewardship and support: Our 2021 Corporate Citizenship and ESG Report
- 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 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?
- Avoid U.S. Dollars when paying foreign vendors
- 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
- Being a leader means you never stop learning
- 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
- Budget better with these 5 tips
- Build a financial plan for 2021
- 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 loan for you
- Call dates too far out to refund at record-low rates? Three options for healthcare leaders
- Careers for women engineers: A Q&A with two female engineers at UMB
- Celebrating 50 years on Nasdaq
- Changing investor preferences for municipal bonds
- Chicken Little and the economy
- Choose your own adventure: What’s your investment persona?
- Cindy Stephens named to “Women who lead in financial services”
- Colorado construction forecast: Increased negotiations and cost-effective builds in 2023
- Commercial real estate insights for 2023
- Committed to service: A Q&A with Randy Rodgers
- 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 private equity fund reporting
- Consistency, stability and growth: How UMB continues to support clients and communities
- Creating a business budget in times of uncertainty
- Creating best in class AP: How to increase automation and efficiencies
- Creativity and banking: An unlikely but perfect pair
- Dallas market experiences impressive growth during the past eight years and the future looks bright
- 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
- Denver Botanic Gardens and UMB Bank provide new ways for Colorado community to connect through the pandemic
- Deposit pricing in a rising rate environment
- Developing meaningful loan portfolio stress tests
- Do you have a will or a trust established?
- 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 2021 earnings
- Earnings explained: Fourth quarter 2022 earnings
- Earnings Explained: Second quarter 2022 earnings
- Earnings Explained: Second quarter 2023 earnings
- Earnings explained: Third quarter 2022 results and commentary
- Earnings explained: UMB first quarter 2023 earnings
- Earnings Explained: UMB’s first quarter 2022 earnings
- Economic Cycles: How to protect your finances
- Economic shifts: It’s unprecedented, again (Q2 2023 webinar)
- ESG investing explained: Your questions answered
- ESG investing: Past, present and future
- Essentials to a successful onboarding process
- Establishing a trust: Planning for the future with intention
- Ethical investments: Understanding ESG investing
- Evaluating a potential mutual fund to ETF conversion
- Everything you need to know about health savings accounts
- Express your values in your estate plan
- Family vacation budget: Planning for unexpected expenses
- Family vacations that won’t break the bank (infographic)
- Federal Reserve rate hiking cycle: Now and then
- Figuring out the fiduciary standard
- Financial advisors: holistic wealth 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 planning: Five items to check in on now
- Financial review preparation checklist (infographic)
- Financial review: Spring clean your finances
- 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
- Finding your passion: A conversation with Kyle McMillian, senior vice president, commercial loan officer
- Fintechs: How to evaluate the regulatory playbook of your banking-as-a-service provider
- 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 questions and answers about health savings accounts (HSAs)
- Five questions with Jackie Gearhart, vice president in treasury management
- Five tips to evolve business payment systems
- Five ways to improve your HSA benefit information in a remote workspace
- Five ways to protect your business from fraud
- Five ways to use your checking account (infographic)
- 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 components you need in 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 women can better prepare for retirement
- Fraud prevention guide: A roundup of our top content
- From Moon Pies to Portfolio Management
- From the Air Force to UMB: A Veteran’s Journey With Robots
- 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
- Get to Know Jill Calton, Leader of UMB Fund Services’ Alternative Investment Offerings
- Getting the most out of credit card rewards points (infographic)
- Give your home a facelift
- Giving back through every stage of life
- Good versus great advisors: How to get the most from your financial advisor
- Have rates already peaked?
- Helpful tips to manage back to school spending (infographic)
- Helping employees build financial security in times of uncertainty
- Hiking Ireland’s tallest peak with Katherine O’Brien, manager of UMB’s Dublin office
- Honoring our heroes
- How a subscription escrow agent works for your capital raise
- How benefit administrators can differentiate themselves
- How business credit cards work for you: Rewards, expense management, and more
- How businesses can make themselves a harder target for cyber scammers
- 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 do businesses plan for the unknown in 2021?
- How emotions play a role in managing your money
- How employers can educate their workforce about HSAs
- How migration to Arizona is impacting housing and businesses across the state
- How resilience and preparation can help small businesses in a post-pandemic world
- How the Inflation Reduction Act levels the renewable energy playing field for municipalities (video)
- How the Low-Income Housing Tax Credit program showcases UMB’s commitment to community
- How the trustee’s role changes when a municipal or corporate bond issuer defaults
- How to achieve financial empowerment and take control of your finances
- How to approach fundraising for the year ahead
- 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 financially prepare for a baby
- How to get the most out of your banking benefits
- How to get the most out of your health savings account
- 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 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 (infographic)
- How to plan for student loan payments
- 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 use a home equity line of credit
- How today’s challenges are bringing tomorrow’s solutions for business payments
- How UMB supports new 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
- HSAs can help grow confidence in retirement planning
- Important banking words to know
- Increasing use of private placements in the issuance of bonds
- Inflation – A love/hate relationship
- Inflation: With 2021 almost finished, where do we go from here?
- Inside UMB: A benefit for new parents
- Instant payments: The future of payments is here
- Interest rate risk model performance: The times they are a-changin’
- Interest rate risk review: A 2020 peer group comparison
- Investing with purpose: A five-step starter plan for ESG investing
- Investment strategies for a steepening yield curve
- Is a HELOC or second mortgage right for me?
- Is a money market account right for me? (infographic)
- Is now the time to invest in your business?
- Is this time really different? A history of interest rate cycles
- Keep your chin up: Paul Williamson talks growth and support for Denver businesses
- Know your wealth: Wealth strategy planning for women
- Launching a private fund with plans to convert to a registered fund
- Leader Q&A with Andrew Null: Partnerships drive success
- Leader Q&A with Keva Whitley: Stay positive and you’ll grow
- Leader Q&A: Aaron Randolph’s transition from exercise science to commercial banking
- Leader Q&A: Dave Crittendon leads with his competitive drive
- Leader Q&A: Diane Hughes leads with innovation and vision
- Leader Q&A: For David Andersen, your success is his success
- Leader Q&A: Margaret Langford shares her passion for community service
- Leader Q&A: Nicole Watson leads with her heart
- Leader Q&A: Solving Problems by Managing Risk
- Leadership Q&A: Jacquie Ward shares her passion for business and community
- Leadership Q&A: Paul Williamson, president of Colorado region
- 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
- Life lessons from high school: Losing is part of winning
- Lifestyle creep: How to identify it and avoid it
- Little change, big reward: Helpful tips to save money
- 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 cash flow challenges in a stressed economy
- Managing business continuity while preventing fraud
- Market opportunity and outlook for interval and tender-offer funds
- Maximize your charitable donation: Aligning with your budget and passions
- Meet Cynthia Simpson, Executive Vice President and Chief Administrative Officer, Institutional Banking
- Meet the Leadership: Dennis Wright, President of UMB Bank Dallas
- Meet the Leadership: How a TV show influenced a lifelong career
- 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: Peter Blumeyer, President of UMB St. Louis
- Meet the Leadership: Robert Faver, president of UMB’s Arizona region
- Meet the Leadership: Tony Mayfield, President of the UMB Midwest Region
- Mergers and acquisitions: Trends and tips for businesses
- Mid-year bank outlook and our return to office
- Money management: Giving your kids an allowance
- More financing tools may soon be available for Municipal and Non-Profit Issuers
- Mortgage refinancing overview (infographic)
- Municipalities consider pension obligation bonds
- Municipalities: How multi-year financial planning differs from budgeting
- My personal experience as an African American in banking
- 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?
- New year. New financial plan (infographic)
- NEWSED and UMB: Delivering community development in Denver
- 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
- Now is the time for employers to boost health savings account participation
- Online and mobile banking: Tools to enhance your money management (infographic)
- Optimism in farm country
- Paying for college: Tips and planning strategies
- 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
- 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 your employees for open enrollment in an uncertain economy
- Professional acumen and personal passion help Ann Marie Baker serve both clients and community
- Protect your company from becoming a financial fraud victim
- Q&A with Amy Small, EVP, Executive Director of Institutional Custody
- Q&A with Drew McCart, vice president, commercial banking officer
- Q&A with Jamie Batschke, new executive director at the School of Economics
- Q&A with Jill Calton: What it means to be a well-being champion
- Q&A with Justin Butler: Turning client relationships into trusted partnerships
- Q&A with Matthew Keeth, Vice President, Senior Client Manager
- Q&A with Peter Blumeyer on growth and giving back in St. Louis
- Q&A: Technology acceleration in the transfer agency
- Q2 Economic market analysis
- Q3 2023 economic market analysis
- 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
- Recognizing 10 years in the Texas market: Top advice from the team
- Registered funds regulatory and tax insights – Spring 2023
- Registered funds regulatory and tax insights – Summer 2022
- Regulatory lookback: Registered fund regulatory and tax insights – Fall 2022
- Regulatory lookback: Registered fund regulatory and tax insights – Summer 2023
- Regulatory lookback: Registered funds regulatory and tax insights – Spring 2022
- Relationship banking: How Bryson Reschke sets up Utah businesses for success
- Relationships matter: Lessons I’ve learned in 30 years of banking
- Renting versus buying: Financial pros and cons to consider
- Retirement planning: An in-depth look at how and when to start
- 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
- Saving solutions 101: The beginner’s guide to saving money
- Savings strategies in your 40s and 50s
- Savings strategies in your 60s and 70s
- Scams to watch for this holiday season
- School districts and municipalities respond to workforce housing needs
- Securities settlement: Penalties for failed trades in Europe start Feb. 1
- Service, community and kindness: Shelly Addington’s people-focused leadership
- Seven financial tools every exporter should know
- Seven questions to help build distribution strategies for interval and tender-offer funds
- Seven tips to improve business cash flow
- Shaping the future of banking: Three trends in Banking-as-a-Service (BaaS)
- Should municipalities delay projects due to inflation?
- Should you buy a haunted house?
- 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
- 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
- Steps to help small businesses navigate the labor shortage
- Strategies for municipal bond issuers grappling with inflation and rising rates
- Strategies to help optimize excess liquidity
- Strengthen relationships to build a resilient team
- Strengthening liquidity with committed reverse repurchase lending facility
- Striving for more: Associate educational support programs
- Strong to serve you: Our 2022 Corporate Citizenship and ESG Report
- Successful workouts: Five critical ways a trustee can partner with investors
- Support employee health and wealth with spending account benefits
- Take the road less traveled: Justin Rainey’s career journey to UMB
- Teaching kids good money habits
- Ten Questions to Help Alternative Managers Evaluate Fund Accounting and Investor Reporting Technology
- Tender-offer and interval funds, nuances that trip up investment managers
- 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 intangible benefits of homeownership
- 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 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
- Three takeaways from the Employers Council on Flexible Compensation annual conference
- Three topics on CFOs’ minds about the healthcare municipal bond market
- 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 considerations for a funeral trust that works for you and your clients
- Top considerations for moving your payables to the cloud
- Top stock picks for momentum and growth
- Top tips to help employers explain health benefits to their workforce
- Top tips: How to protect yourself online
- Transition from LIBOR to SOFR – Are you ready?
- 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
- 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, chief information and product officer, shares her career story and journey to leadership in banking
- UMB and its associates receive awards for community and industry excellence in 2021
- UMB and its associates take home awards for distinction and dedication in 2022
- 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 + Wohlgemuth Farms: An inside look at an agribusiness 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 Capital Corporation and UMB Family Wealth: Teaming up for success
- 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 gives back to Arizona community through volunteer and donation efforts
- UMB Launches free financial education site
- UMB Market – an interactive activity to practice healthy shopping, on a budget this holiday season
- 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
- Understand your credit score
- Understanding asset-based lending and its value
- 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 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
- 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 is a family office? How integrated financial services work
- What is an OCIO? Benefits of an outsourced chief investment officer
- What is continuing disclosure?
- What is document custody for private investments?
- What is Form PF?
- What is the role of an indenture trustee in an asset-backed security (ABS) deal?
- What it takes to get (and keep) a mortgage
- What my move to Phoenix has taught me
- What teamwork has taught me about success
- What to do when unemployment benefits expire
- What UMB bankers wished they had known about personal finance early on
- What you need to know about the Social Security changes
- What’s driving growth and optimism in Dallas-Fort Worth
- What’s Next? The Election and the Impact on the Economy (webinar)
- When to use credit cards versus your emergency fund (infographic)
- When to use your debit card versus credit card
- Why City Councils Tend to Prefer Public Improvement Districts over Municipal Utility Districts
- 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
- Will recent monetary policy bring unintended inflationary consequences?
- Winter 2023 Regulatory Lookback: Registered funds regulatory and tax insights
- Women in banking: Senior executives reflect on the banking industry in Wichita
- Women in dentistry: A conversation with three leaders in the field
- Women in the Workplace: How Maureen Quill Paved a Successful Path as an ‘Only’
- Year-end investment portfolio management tips
- You Can’t Manage the ’40 Act: Five Pointers for Private Managers Considering a Registered Fund
- 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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