by Chris Walters | Jan 13, 2022 | Uncategorized
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...
by Chris Walters | Oct 28, 2021 | Uncategorized
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...
by Chris Walters | Jul 29, 2021 | Uncategorized
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...
by Chris Walters | Apr 29, 2021 | Uncategorized
On April 29, 2021, UMF president Chris Walters and investment advisor Jim Lumberg hosted a video presentation, “Investing lessons from a really difficult year,” to discuss the first quarter of 2021. Please feel free to share this video with whomever you...
by Chris Walters | Jan 1, 2021 | Uncategorized
(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...
by Chris Walters | Dec 1, 2020 | Uncategorized
The Tuesday after Thanksgiving each year has become known as “Giving Tuesday,” which follows “Black Friday” and “Cyber Monday.” Christian generosity, however, comes before all other expenditures, as we are taught several times in...
