Smarter in :90 - Documents Needed for a Home Loan

If you've ever gotten a home loan, you can commiserate with Kate. In this video, I help clear up the confusion and give Kate some tips to help her bring the right documents. . .

Smarter in :90 - Know Before You Owe

Kate wants to get a home loan fast. A new process required by the Consumer Protection Bureau adds some additional steps to securing a mortgage. But there are some great benefits to Kate. Watch . . .

Smarter in :90 - Make Sure Your Mobile Device is Secure

Kate lost her phone, and in the process is discovering she could have lost some of her information too. David explains the simple precautions she can take to keep her information safe . .

Smarter in :90 - Crafting Strong Passwords

Kate's password was much easier to guess than she realized. In this video, Brittany helps Kate design a password that is difficult to guess to help prevent financial fraud. It's important . . .

Smarter in :90 - Multicultural Committment

Kate knows firsthand how tricky a language barrier can be. In this Smarter in :90, I share with Kate one of the many ways that UBT serves people of different cultures. And I give her a little l. . .

Smarter in :90 - Learn How the Liability Shift Affects Your Business

Financial lingo can be confusing for Kate. In this Smarter in :90, Jan explains to Kate what the liability shift is and what she needs to do about it.

Navigating Your Portfolio Through Turbulence

What’s an investor to do about rising volatility? For many investors, the answer is, not much. Ideally, one wants to be in the market on the up days and out on the down days. In reality, no one. . .

Investment Overview: 2nd Quarter 2016

As we enter the third quarter, economic conditions in the U.S. generally point to continued expansion. Importantly, consumer spending has been increasing at a solid pace after a winter slowdown. . .

June 2016 Investment Update

As we enter the third quarter, economic conditions in the U.S. generally point to continued expansion. Importantly, consumer spending has been increasing at a solid pace after a winter slowdown. . .

Start Now, Not Later

When planning for retirement, the phrase “start now, not later” are words to live by. Having time on your side is a very powerful retirement planning tool. Unfortunately, time is something that . . .

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