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Investment Overview: 4th Quarter 2013

The Investment Overview newsletter is published quarterly by the Union Investment Management Group of Union Bank & Trust.

3rd Quarter Investment Overview

The Investment Overview newsletter is published quarterly by the Union Investment Management Group of Union Bank & Trust.

Confounding Compounding

Would you rather have $10,000 per day for a month or one penny that doubled in value every day for a month?

Women & Finances

While all investors should develop a system which helps them organize, analyze, and plan their finances, the comprehensive financial planning needs of women can be unique.

Who Will Settle Your Estate?

Have you considered what your personal representative (executor) will be required to do? Winding up the financial affairs of any individual’s lifetime is not a simple process.

Wills: the Opportunity of a Lifetime

Don't let someone else decide how you want your assets distributed at death. Establish a will to ensure your plans are carried out. We can help.

Don't Delay Your Estate Plan!

Are you are a young professional?  Do you have young children or are you expecting them? If so, now is the perfect time to create your first basic estate plan.

Ask UIMG: Domestic & International Equities

With the stock portion of my 401(k) investments what percentage do you suggest be invested in domestic equities and what percentage in international equities?

ICS & CDARS Demo

ICS and CDARS offer customers a smart, secure and convenient way to access multi-million-dollar FDIC protection on large deposits while earning a return. View the demo for details.

Ask UIMG: Capital Gains & Fiscal Cliff

How will capital gains tax be affected if we fall off the fiscal cliff?

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