Financial news with your lifestyle in mind
UMB Private Wealth Management creates the InSight Newsletter, which delivers fresh content about industry and financial trends as well as educational financial planning information - keeping you informed and prepared. The summer edition includes articles on how the bond market can help identify stock market shifts, ways to prepare for healthcare costs in your retirement plan, how to plan for the future by establishing a trust and tips to protect yourself from cyberattacks when traveling abroad.
This summer’s issue includes several pieces that address other questions we've heard and been discussing with all of you.
As summer vacations begin, learn from Sara Flores on how to protect your accounts while traveling internationally. Also in this issue, Susan Teson, senior vice president and legal counsel at UMB Bank, explores when clients should establish a trust and how they can ensure it is properly established. KC Mathews, chief investment officer at UMB Bank, also provides insights on how monitoring the bond market can help investors proactively identify stock market shifts.
Thank you for being a valued member of the UMB family, and I wish all of you a relaxing and enjoyable summer.
Dana Abraham, President, UMB Personal Banking
While no one will ever be able to look into a glass orb to see what’s ahead, KC Mathews, chief investment officer, shares how investors can monitor the bond market to help identify stock market shifts.
Susan Teson, senior vice president, deputy chief fiduciary officer and legal counsel, gives examples of different stages you may find yourself in once you discover how a trust can work for you.
Review the latest economic indicators for summer 2018.
View the InSight newsletter archives
UMB Private Wealth Management is a division within UMB Bank, n.a. that manages active portfolios for individuals, fiduciary accounts, employee benefit plans, endowments and foundations. UMB Financial Services, Inc.* is a wholly-owned subsidiary of UMB Financial Corporation and an affiliate of UMB Bank, n.a. UMB Bank, n.a., is a subsidiary of UMB Financial Corporation. Banking and trust services offered through UMB Private Wealth Management, a division within UMB Bank, n.a. This report is provided for informational purposes only and contains no investment advice or recommendations to buy or sell any specific securities. Statements in this report are based on the opinions of UMB Private Wealth Management and the information available at the time this report was published. All opinions represent our judgments as of the date of this report and are subject to change at any time without notice. You should not use this report as a substitute for your own judgment, and you should consult professional advisors before making any tax, legal, financial planning or investment decisions. This report contains no investment recommendations and you should not interpret the statements in this report as investment, tax, legal, or financial planning advice. UMB Private Wealth Management obtained information used in this report from third-party sources it believes to be reliable, but this information is not necessarily comprehensive and UMB Private Wealth Management does not guarantee that it is accurate. All investments involve risk, including the possible loss of principal. This information is not intended to be a forecast of future events and this is no guarantee of any future results. Neither UMB Private Wealth Management nor its affiliates, directors, officers, employees or agents accepts any liability for any loss or damage arising out of your use of all or any part of this report.
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