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As we head into the final months of 2017, the UMB Private Wealth Management team is reflecting on the past year and looking ahead into 2018. Each fall, I evaluate my plans to ensure they align with my goals and encourage my team to do the same. These next few months are the time to take those last steps to meet your objectives for the year– a final push. Being intentional about self-evaluation can ensure a successful year-end and help jumpstart your journey into 2018.

Use this autumn season to evaluate your goals and how they fit into your overall life plan. UMB Private Wealth Management will be here to assist you in every step you take.

Sincerely,

Dana Abraham, President, UMB Personal Banking

Summertime marks the mid-point of the year, so now is a good time to take a moment to check in on your full financial picture, including a review of your goals and progress you've made toward milestones. Statistics show almost four million Americans anticipate retiring in the next 15 years, and there are key considerations that can help anyone prepare, whether retirement is right around the corner or 20 years away. We encourage everyone to have a solid plan for retirement, which begins with understanding your core numbers: anticipated age of retirement, how much income you'll need to maintain your current lifestyle after retirement, and the value of your assets and cash savings. Having a clear picture of your current and future states makes establishing priorities simpler. Keeping these numbers in mind as you make other financial decisions ensures your goals and choices remain in alignment.

We hope you find the information in the summer edition of InSight to be informative, and we thank you for your continued patronage.

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The Yin and Yang of Investing

KC Mathews, UMB Bank executive vice president and chief investment officer, breaks down passive and active portfolio management strategies.

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Planning for a Legacy: Business Succession and Exit

Dana Abraham, president, UMB personal banking, discusses how to create a transition plan for successful business succession.

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Eight Reasons to Revisit Your Estate Plan

While a thorough assessment of an estate plan is encouraged yearly, these eight items should be kept top of mind when considering if it’s time for a refresh.

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Economic Indicators

Review the latest economic indicators for fall 2017.

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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.
“UMB” – Reg. U.S. Pat. & Tm. Off. Copyright © 2017. UMB Financial Corporation. All Rights Reserved.
*Securities offered through UMB Financial Services, Inc. member FINRA, SIPC, or the
Investment Banking Division of UMB Bank, n.a.
Insurance products offered through UMB Insurance, Inc. You may not have an account with all of these entities. Contact your UMB representative if you have any questions.
Securities and Insurance products are:
NOT FDIC INSURED • NO BANK GUARANTEE • NOT A DEPOSIT • NOT INSURED BY ANY GOVERNMENT AGENCY • MAY LOSE VALUE
, fiduciary accounts and individuals