Brexit fallout

July 1—One thing is certain about financial markets—investors hate uncertainty. They hate being surprised. And the biggest surprise of the quarter just ended was the decision by a slim . . .

July 2016 Investment Update

The U.S. economy continues to muddle through, with the first reading of 2nd quarter GDP coming in at a disappointing 1.2%. This was only slightly above the first quarter’s revised rate of . . .

Are You One of the Lucky Ones?

When it comes to retirement savings, many Americans haven't saved enough, or don't even have the means to do so. Are you one of the lucky ones?

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.

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