Union Bank & Trust

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Private Banking Team: Meet Tony Miller

Tony Miller
June 02, 2015
Growing Your Wealth, Managing Your Money
Tony leads our business development efforts, builds relationships, and serves as your single point of contact for all your financial needs.

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April 2015 Investment Update

May 11, 2015
Growing Your Wealth
Domestic stocks were mixed for the month with weaker-than-expected real GDP growth weighing, in particular, on smaller-capitalization stocks. Real GDP increased at a 0.2 percent annual. . .

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Time to Simplify, Simplify, Simplify

May 11, 2015
Retiring Your Way
Chances are you’ve just finished up your tax return for 2014. If you are like every other American taxpayer, you wonder how it could be any more confusing. There are all kind of exceptions...

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Sort & Organize Your Personal Files

Jason Hemenway
May 11, 2015
Retiring Your Way
Spring is a great time of year to not only clean and organize your closets, but also to organize your personal files. You will need a personal inventory to ensure all your financial records are safe..

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Keeping ACH Data Secure

Jim Smith
April 27, 2015
Building Your Business
Data security is an important topic for any business, but it is of particular importance to those businesses who utilize electronic transactions through ACH (Automated Clearing House). Recently...

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Investment Overview: 1st Quarter 2015

Daniel Frost
April 09, 2015
Growing Your Wealth
The most recent read on broad US economic growth showed a deceleration in the final quarter of 2014. Real gross domestic product (GDP) -- which measures the value of all goods and services...

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Private Banking Team: Meet Katie Thompson

Katie Thompson
April 08, 2015
Growing Your Wealth, Managing Your Money
Katie is the most recent addition to Union Bank's Private Banking team, and we're excited to have her on board!

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Last Chance to Fund Your 2014 HSA & IRA

Amy Carkoski
April 08, 2015
Retiring Your Way
If you haven’t maxed out your contributions to your HSAs and/or IRAs for 2014, there is still time to top them off! We’ll help you make sure you’re taking full advantage of these accounts.

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March 2015 Investment Update

April 07, 2015
Growing Your Wealth
The most recent read on broad U.S. economic growth showed a deceleration in the final quarter of 2014. Real gross domestic product increased at an annualized rate of 2.2 percent in the fourth...

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Ask the Expert: Retirement Rollovers

March 19, 2015
Retiring Your Way
Do I have to roll my retirement fund into an IRA when I retire? If I do move my retirement dollars to an IRA should I have someone manage my account?

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