Quarterly Podcast
Check out the quarterly investment update and "The Importance of Financial Awareness," you can download it here.
Is Your Trust Plan In Place?
Trusts can be used to ensure tax savings, asset protection and financial security for generations. Our experts are here to help.
Tech Bubble 2.0
UIMG’s own Ryan Sailer takes a look at how the current market environment compares to the late 1990s. More...
Retirement Education Center Check out our new Retirement Plans Education Center for education on retirement at all ages & stages in life. More...
Smart Investing Made Simple Introducing Simply Invest by Betterment, a new and easy way to invest. More...
Follow @ubtretire on Twitter Get tips and get fit—financially! Follow us on twitter for special events and promotions, financial education, money saving tips, market updates and More...
Important Information
About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering
activities, Federal law requires all financial institutions to obtain,
verify, and record information that identifies each person who opens
an account. What this means for you: When you open an account, we
will ask for your name, address, date of birth, and other information
that will allow us to identify you; we may also ask to see your driver’s
license or other identifying documents.
*Investment services offered through Union Bank & Trust Company’s
Trust Division.
Investment products: Not FDIC Insured - No Bank Guarantee - May Lose
Value.
