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Security Enhancements for UBT

It’s a pretty big year for UBT. While we are celebrating 100 years, we are also making big plans for how to continue to serve you in the future. We are excited to show you what we have been working on

IRS simplifies procedure for obtaining extension to make portability election

An estate now has additional time to make a portability election without filing a ruling request. The IRS has also simplified the procedure.

UBT Partners With Propelr to Help Non-Profits

UBT announced an exclusive partnership with Propelr to help raise funds for area non-profit organizations. When a customer uses their UBT debit card at participating merchants, a donation is made.

June 2017 Investment Update

The U.S. economy continues to expand at a steady pace, albeit a slow one. The overall employment picture continues to improve, with employers adding 138,000 jobs in May 2017.

Investment Overview: 2nd Quarter 2017

The U.S. economy continues to expand at a steady pace, albeit a slow one. According to the Bureau of Economic Analysis, U.S. Gross Domestic Product (GDP) grew by 1.4% in the first quarter of 2017.

Why Not to Live Within Your Means

We often hear the advice “Live within your means”, and we think of it as sound, prudent advice. However, there are certain situations which that advice becomes not only irrelevant, but problematic.

What's Your Risk Tolerance and Why Does It Matter?

Understanding your risk tolerance is one of the most important aspects of investing and something that takes a fair amount of “soul searching”. However, attempting to invest without that knowledge…is

Current Developments in Retirement Plans

The Department of Labor’s expanded definition of “fiduciary” and related prohibited transaction exemptions became effective June 9.

Community Involvement Committee - The BAY

Each quarter, Union Bank's Community Involvement Committee will highlight a local nonprofit. This quarter the spotlight is on The BAY.

May 2017 Investment Update

Market returns were generally positive in May, with strong corporate earnings backdrop and a strengthening economic outlook. Mid‐May political tensions led to a 46% spike in the CBOE Volatility Index.

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