Advice, updates and tips from your friends at UBT
The Investment Overview newsletter is published quarterly by the Union Investment Management Group of Union Bank & Trust.
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Would you rather have $10,000 per day for a month or one penny that doubled in value every day for a month?
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.
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.
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.
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.
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 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.
How will capital gains tax be affected if we fall off the fiscal cliff?