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UMB Private Wealth Management Insight Newsletter: Winter 2019






For 2019, the UMB Private Wealth Management team is looking ahead and setting our goals and intentions for how we can best meet the needs of our clients. I encourage my team to set goals, both personally and professionally, as I believe intention is a powerful force. With each new year comes a new journey, and I challenge each of you to also set your intentions and take steps that can help ensure a successful and fulfilling journey in the year ahead.

In this winter edition of InSight, Ben Morris, President of UMB Healthcare Services, discusses the importance of saving for the rising cost of health care in retirement. The gap in the preparedness for retirement is seen in the millions of Americans who do not have enough money set aside for the estimated $370,000 needed for health care expenses in retirement.

KC Mathews, UMB Bank chief investment officer, lays out his economic forecast for 2019 where he examines the current economic showdowns and ruminates on whether they will eventually lead to a slowdown. He looks at the current trade tensions, a tightening labor market, interest rates, and politics and determines what, if any, of these showdowns will eventually cause our economy to slow. Brandon Jones, assistant vice president and fiduciary tax manager, examines the federal tax landscape and provides detail into why you shouldn’t plan your taxes based on last year’s numbers.

Take the time to reevaluate your goals and plans, both in your personal life, and in your financial life. UMB Private Wealth Management will be here to assist you in every step you take.

We look forward to talking with you again soon.

Interested in learning more about our Private Wealth Management division? See what we mean when we say, “Your story. Our focus.” 

Download the Winter 2019 Insight Newsletter here.
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When you click links marked with the “‡” symbol, you will leave UMB’s Web site and go to Web sites that are not controlled by or affiliated with UMB. We have provided these links for your convenience. However, we do not endorse or guarantee any products or services you may view on other sites. Other Web sites may not follow the same privacy policies and security procedures that UMB does, so please review their policies and procedures carefully.