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for: Toggle Navigation Personal Business Inside UMB Institutional Economy UMB Blog home UMB Financial Corporation 2024-03-20T16:09:28-05:00 Latest content: Why you need a personal financial review An annual financial review is critical in helping you understand where you are financially now, and how you can get to where you want to be. By Kristine Batch | 2024-05-10T11:26:13-05:00 May 10, 2024 | Read More Featured: The power of personalization when you go ‘all in’ with one business bank provider Saving solutions 101: The beginner’s guide to saving money Personal Finance and Wealth Management Why you need a personal financial review By Kristine Batch | 2024-05-10T11:26:13-05:00 May 10, 2024 | An annual financial review is critical in helping you understand where you are financially now, and how you can get to where you want to be. Read More A HELOC or second mortgage: Which is right for you? By UMB Financial Corporation | 2024-05-06T16:42:16-05:00 May 6, 2024 | Which is better for your budget, a HELOC or second mortgage? Read on to understand the differences and determine the right option for you. Read More Prioritizing your money – Should I save, spend or invest? By Tom Holtam | 2024-05-03T15:37:31-05:00 May 3, 2024 | Is it best to pay off debt, invest extra money or a mix of both? Learn what to ask yourself when prioritizing your money. Read More Economic Insights Economic update April 2024: The economy keeps charging along By UMB Investment Management | 2024-04-24T10:59:23-05:00 April 22, 2024 | Here, we summarize economic factors from the first quarter of 2024 and hear how the economy is performing. Read More 2024 economic outlook: Crosscurrents ahead By J. Eric Kelley | 2024-01-24T16:47:52-06:00 January 24, 2024 | Learn how the impacts of slowing economic activity, inflation, conflict, and election uncertainty will make 2024 a challenging year for markets. Read More Economic and market analysis: Living with data dependency By UMB Investment Management | 2024-03-21T15:51:13-05:00 October 6, 2023 | Throughout Q3 of 2023, the economy continued to show incredible resilience, despite the aggressive tightening by the Fed this past year. Read More Business Insights Small business lending: A guide to applying for a loan By UMB Bank n.a. | 2024-05-10T11:25:32-05:00 May 9, 2024 | For business owners who are ready to take their company to the next level, we have insights into how to prepare for a small business loan. Read More How commercial credit cards can improve cash flow, efficiency and security for your business By UMB Financial Corporation | 2024-05-08T17:27:37-05:00 May 8, 2024 | Commercial credit cards are changing the payment landscape. Here’s how businesses operations can benefit from the new options available. Read More Recognizing more than 10 years in the Texas market: Top advice from the team By UMB Bank n.a. | 2024-04-23T09:00:17-05:00 April 18, 2024 | After more than 10 years in the Texas market, we are just as excited today as we were the day we launched about serving our clients and the community here. Read More Institutional Perspectives What investment managers are asking our custody team with less than 60 days until T+1 By Tom Fuller | 2024-04-23T12:09:14-05:00 April 16, 2024 | The fast-approaching T+1 transition includes technology standardization and timing adjustments. Here are some common questions. Read More Year in review: 2023 interest rate risk trends and peer group analysis By Darci Emerson | 2024-03-27T08:58:18-05:00 March 21, 2024 | As we wrap up 2023 year-end rate sensitivity analyses (RSAs) reporting for clients, let’s review how balance sheets and interest rate risk profiles have changed. Read More Market opportunity and outlook for interval and tender-offer funds By UMB Fund Services | 2024-03-18T10:37:20-05:00 March 15, 2024 | Unlisted closed-end funds (CEFs) glided into their Golden Age” in 2023. Read our overview of unlisted closed-end funds: interval funds and tender-offer funds. Read More Inside UMB A walk in and around the banking world By Eddie Broussard | 2024-05-07T16:23:36-05:00 May 7, 2024 | Eddie Broussard, UMB president of the Fort Worth, Texas market, shares insights from his journey in and around the banking world. Read More Our strength endures: Read our 2023 Corporate Citizenship and ESG Report By Mariner Kemper | 2024-05-02T16:46:32-05:00 May 2, 2024 | Our 2023 Corporate Citizenship and ESG Report shows our commitment to our associates, customers and communities. Read More A historic milestone: UMB announces agreement to acquire Heartland Financial By Mariner Kemper | 2024-05-01T10:44:27-05:00 April 29, 2024 | Alongside first quarter 2024 earnings, Mariner Kemper, chairman and CEO of UMB Financial Corporation, shares historic company news. Read More Featured Stories The power of turning personal interests into professional success By Christina Fenwick | 2024-03-20T16:01:50-05:00 January 3, 2024 | Christina Fenwick, vice president and relationship manager in the commercial real estate group at UMB, shares how she has blended her interests and professional passions. Read More Creating a business budget in times of uncertainty By Jacob Hymes | 2024-03-20T16:02:34-05:00 October 4, 2023 | Businesses are facing headwinds making budgeting difficult. We review the challenges and provide steps for approaching your business budget. Read More Planning for your home down payment By Diane Hughes | 2024-03-21T14:21:21-05:00 August 18, 2023 | We offer three tips to help get you started on your plan for a home down payment, from understanding financing to finding ways to save. Read More Toggle Navigation Blog Home UMB.com Privacy Contact Us Copyright 2023 UMB Financial Corporation UMB” – Reg. U.S. Pat.& Tm. Off. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender The content on these pages is for informational use and is not intended to be an offer, recommendation or advice by us regarding any banking or investment product. Please contact UMB directly to discuss any product. UMB is not responsible for and does not endorse the content, advertising, products, advice, opinions, recommendations or other materials on or available directly or via hyperlinks from this or any other page on WordPress, Facebook, Twitter, LinkedIn, Instagram or any website owned or operated by a third party. 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