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Ensuring a Sustainable Legacy: The Role of Wealth Management in Estate Planning

Ublocal

Wealth management is an integral part of successful estate planning, helping you locate and catalog your assets while maintaining and growing your wealth—so you can secure your legacy and provide for your family’s future.

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Discovering Financial Growth: Making Smart Investments with Union Bank

Ublocal

We’re delighted to bring our Northern Vermont and New Hampshire communities a simple, yet powerful way to grow your money. By consistently contributing to your investment portfolio and allowing it to grow over time, you can create a financial cushion that ensures comfort and security in your retirement.

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Guide to Building an Investment Portfolio for VT & NH Investors

Ublocal

To minimize your risk, you can invest in stocks through an index fund, which are inherently diversified, or partner with a professional investment management team. When you invest in a mutual fund, you are investing in an assortment of different securities such as stocks and bonds. Conservative: About 20% in stocks and 80% in bonds.

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Unraveling the Mysteries of Complex Investment Terms – A Guide for Real People

Ublocal

That’s why we’re excited to launch our next generation investment management app! This easy-to-use app makes managing your investments simple, approachable and enjoyable. This exciting new tool is available to all Union Bank customers who are enrolled in online or mobile banking with checking or savings accounts.

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