CFPB Monitor

OCTOBER 9, 2018

We have been following closely efforts by state regulators, state legislatures and the courts to restrict, or in some cases prohibit, bank model lending programs, so the recent guidance from the Vermont Department of Financial Regulation (“Department”) is welcome news.

Vermont 68

Vermont FDIC Regulation Training 68

Ublocal

FEBRUARY 27, 2024

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.

Management 98

Management Taxes Strategy New Hampshire 98

Ublocal

FEBRUARY 7, 2024

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!

New Hampshire 98

New Hampshire Vermont Strategy Marketing 98

Ublocal

FEBRUARY 11, 2022

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.

New Hampshire 52

New Hampshire Vermont Strategy Examples 52

Ublocal

OCTOBER 2, 2023

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.

Taxes 98

Taxes Capital New Hampshire Marketing 98