Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
UMB Financial Corporation - Common Stock
(NQ:
UMBF
)
116.48
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about UMB Financial Corporation - Common Stock
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
1 Small-Cap Stock with Promising Prospects and 2 We Ignore
December 28, 2025
Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a...
Via
StockStory
Topics
Electric Vehicles
OneMain Stock Is Up 30% This Past Year but One Fund Just Cashed Out $4.8 Million
↗
December 28, 2025
When a lender is firing on all cylinders and still gets cut, it says less about the company and more about how investors might be thinking about risk, timing, and opportunity cost.
Via
The Motley Fool
Topics
Credit Cards
Regulatory Compliance
Why Gator Capital Put $5.6 Million to Work in a Regional Bank Stock Down 7% This Past Year
↗
December 28, 2025
A quiet regional bank purchase hints at a longer-term thesis that has less to do with momentum and more to do with patience and balance-sheet math.
Via
The Motley Fool
Topics
Regulatory Compliance
Earnings Scheduled For October 28, 2025
↗
October 28, 2025
Via
Benzinga
Q3 Earnings Highs And Lows: UMB Financial (NASDAQ:UMBF) Vs The Rest Of The Regional Banks Stocks
December 24, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at UMB Financial (NASDAQ:UMBF) and the best and...
Via
StockStory
3 Cash-Heavy Stocks Worth Your Attention
December 08, 2025
Companies with more cash than debt often have stronger financial flexibility, making them attractive in uncertain markets. Without interest payments being less of a worry, these businesses can invest...
Via
StockStory
NBT Bancorp, FirstSun Capital Bancorp, Webster Financial, UMB Financial, and TowneBank Shares Skyrocket, What You Need To Know
November 21, 2025
A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official boosted hopes for an interest rate cut. New York Fed President John Williams stated that he sees...
Via
StockStory
Topics
Bonds
Economy
Thrivent Turns Mutual Funds Into Small- And Mid-Cap Value ETFs: Here's What's Inside
↗
November 20, 2025
Thrivent converts two mutual funds into small- and mid-cap value ETFs, offering active stock picking in a more tax-efficient structure.
Via
Benzinga
Topics
ETFs
1 Growth Stock with Explosive Upside and 2 We Brush Off
November 17, 2025
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who...
Via
StockStory
2 of Wall Street’s Favorite Stocks for Long-Term Investors and 1 Facing Challenges
November 16, 2025
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings,...
Via
StockStory
P/E Ratio Insights for UMB Financial
↗
November 11, 2025
Via
Benzinga
2 Volatile Stocks to Research Further and 1 We Turn Down
November 06, 2025
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor...
Via
StockStory
1 Small-Cap Stock with Exciting Potential and 2 We Turn Down
November 04, 2025
Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a...
Via
StockStory
The 5 Most Interesting Analyst Questions From UMB Financial’s Q3 Earnings Call
November 04, 2025
UMB Financial’s third quarter saw a negative market reaction despite revenue and non-GAAP profit both coming in above Wall Street expectations. Management attributed the quarter’s results primarily to...
Via
StockStory
Topics
Earnings
UMBF Q3 Deep Dive: Merger Integration Progress and Fee Income Trends Shape Outlook
October 29, 2025
Regional banking company UMB Financial (NASDAQ:UMBF) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 67% year on year to $678.3 million. Its non-GAAP profit of $2.70...
Via
StockStory
UMB Financial (NASDAQ:UMBF) Beats Q3 Sales Expectations
October 28, 2025
Regional banking company UMB Financial (NASDAQ:UMBF) announced better-than-expected revenue in Q3 CY2025, with sales up 67% year on year to $678.2 million. Its non-GAAP profit of $2.70 per share was 8%...
Via
StockStory
UMB FINANCIAL CORP (NASDAQ:UMBF) Tops Q3 2025 Earnings and Revenue Estimates
↗
October 28, 2025
UMB Financial (UMBF) Q3 2025 earnings beat estimates with EPS of $2.70 and revenue of $686.65M. The results highlight strong loan growth and the integration of Heartland Financial.
Via
Chartmill
Topics
Earnings
UMB Financial Corporation Reports Third Quarter 2025 Results
October 28, 2025
From
UMB Financial Corporation
Via
Business Wire
UMB Financial Corporation Declares Common and Preferred Dividends
October 28, 2025
From
UMB Financial Corporation
Via
Business Wire
UMB Financial (UMBF) Q3 Earnings: What To Expect
October 26, 2025
Regional banking company UMB Financial (NASDAQ:UMBF) will be reporting earnings this Tuesday after market hours. Here’s what to look for.
Via
StockStory
Topics
Artificial Intelligence
Economy
World Trade
Customers Bancorp, Rocket Companies, Wells Fargo, UMB Financial, and Old National Bank Shares Are Soaring, What You Need To Know
October 20, 2025
A number of stocks jumped in the afternoon session after investor fears over a potential credit crisis eased, following reassuring commentary from regional banks. After a volatile previous week sparked...
Via
StockStory
Colorado's Economy Navigates Q3 2025: A Tale of Two Trends
October 20, 2025
Colorado's economic landscape in the third quarter of 2025 presented a nuanced picture, showcasing both resilience and emerging caution. While the state continued to exhibit steady job growth and a...
Via
MarketMinute
Topics
Economy
World Trade
Valley National Bank, United Bankshares, UMB Financial, Texas Capital Bank, and SouthState Shares Are Falling, What You Need To Know
October 16, 2025
A number of stocks fell in the afternoon session after disclosures from two lenders raised concerns about deteriorating loan quality across the industry.
Via
StockStory
Topics
Government
World Trade
UMB Successfully Completes Systems and Brand Conversion Following Acquisition of Heartland Financial USA, Inc.
October 16, 2025
From
UMB Financial Corporation
Via
Business Wire
3 Cash-Heavy Stocks with Promising Prospects
October 13, 2025
A clean balance sheet can signal disciplined management and stability. It also means a company can expand and thrive without relying on borrowed capital.
Via
StockStory
3 Cash-Heavy Stocks Worth Investigating
October 13, 2025
Companies with more cash than debt often have stronger financial flexibility, making them attractive in uncertain markets. Without interest payments being less of a worry, these businesses can invest...
Via
StockStory
Regional Banks Stocks Q2 Highlights: Stellar Bancorp (NYSE:STEL)
October 09, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how regional banks stocks fared in Q2, starting with Stellar...
Via
StockStory
Regional Banks Stocks Q2 In Review: City Holding (NASDAQ:CHCO) Vs Peers
October 08, 2025
Looking back on regional banks stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including City Holding (NASDAQ:CHCO) and its peers.
Via
StockStory
If You Invested $1000 In UMB Financial Stock 5 Years Ago, You Would Have This Much Today
↗
October 08, 2025
Via
Benzinga
UMB Announces Conference Call to Discuss Third Quarter 2025 Results
October 08, 2025
From
UMB Financial Corporation
Via
Business Wire
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.