1484615065
Union Bank is open Tuesday, January 17, with regular business hours.

November 2016 Investment Update

The month of November contained two distinct periods for U.S. investors – pre-election and post-election. Let's take a closer look.

October 2016 Investment Update

The first reading of third-quarter GDP growth came in above expectations at 2.9%, the strongest growth rate in two years. Firmer exports and rebounds in inventories led the increase, while consumer...

IRA Required Minimum Distributions

Saving is easier when there is a tax deduction for it, which helps explain the popularity of the traditional IRA. But there's more to consider. Let's take a look.

Investment Overview: 3rd Quarter 2016

The U.S. economy continues to grow at a steady, albeit a very slow, pace. First quarter real GDP grew at 0.8%, followed by second quarter growth of 1.4%. This continues a string of very slow . . .

September 2016 Investment Update

Third-quarter real GDP appears likely to have accelerated slightly and is expected to come in around 2.5%. The apparent uptick in growth is a welcome sign, following first-quarter real GDP growth. . .

Retirement Birthday Milestones

Birthdays are a time to celebrate, but they're also a great time to think about your financial picture — your retirement savings in particular. Here are a few things for each generation to consider.

Inheritance Planning for Adult and Minor Children

Now more than ever, a family fortune is something to be protected and nurtured. What is the answer? For many families, Trusts. Let's take a look.

Clinton v. Trump on Estate Taxes

The federal estate tax has remained unchanged since 2012, giving estate planners and their clients time to adjust to the permanent larger exemption and the portability of the exemption between spouses

August 2016 Investment Update

While second-quarter GDP growth was revised downward from 1.2% to 1.1%, economic data reported in August was solid with several indicators pointing to a strengthening economy in the third quarter...

Millennials: Tougher Road to Retirement than Parents?

When it comes to saving for retirement, many factors may contribute to Millennials needing to save more, or longer, than their parents did. But time is on your side! Let's take a look.

Pages