Clergy Tax Webinar – February 7, 2022

Clergy Tax Webinar – February 7, 2022

DATE: Monday, February 7, 2022 TIME: 11:00 am CST Clergy face some unique challenges when it comes to things like Social Security payments, estimated tax payments, housing allowances or exclusions, and reimbursed expenses. There are questions you may have about...

October 28, 2021: Price & Value

On October 28, 2021, UMF investment advisor Jim Lumberg of SouthCol Advisors, LLC, presented the third quarter market review, “Price & Value.” Read the Q3 2021 Investor Letter here. Segment Time Segment Content 00:00​ – 00:07​​ Introduction...

July 29, 2021: Same, but different

On July 29, 2021, UMF investment advisor Jim Lumberg of SouthCol Advisors, LLC, presented the second quarter market review, “Same, but different.” During the Q&A time after the presentation, participants asked a few questions. See below after the video...
Share the Stimulus

Share the Stimulus

(please complete the ANONYMOUS “Share the Stimulus” survey here) If you have received or will receive stimulus money, ask yourself this question: “What good can I / we do with this money?”   Use this opportunity to express your generosity...