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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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Walden Mutual aims to serve New England’s food community

Independent Banker

If it opens its doors as planned in January 2022, Walden Mutual Bank will be the first new mutual bank charter in New Hampshire in a century and the country’s first new mutual charter in five decades. Although Cummings himself is new to the banking industry, he understands the community he plans to serve.

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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. It’s about planning for your future, managing risks wisely, and being part of exciting business journeys. Welcome to Union Bank’s exciting journey into the world of investments!

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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. You can choose between actively managed mutual funds and passively managed funds, also known as index funds. Moderate: About half and half between stocks and 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. Mutual Fund A mutual fund is a pool of money from many people, managed by professionals. It’s like copying a successful recipe.

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