by Chris Walters | Jan 27, 2022 | Investments
On January 27, 2022, UMF investment advisor Jim Lumberg of SouthCol Advisors, LLC, presented the fourth quarter market review, “Focused on the Fed.” Read the Q4 2021 Investor Letter here. Segment Time Segment Content 00:00 – 00:06 Introduction 00:06 –...
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...
by Chris Walters | Nov 6, 2020 | Uncategorized
This video provides the Foundation’s 2020 annual report to the Northern Illinois Annual Conference in November 2020. For the slides in the report (and other slides), download this...
by Chris Walters | Nov 6, 2020 | Uncategorized
“Even as the seasons change there is so much life going on outside that is completely unaware of the pandemic affecting humanity. Life goes on, hundreds of people still drive by the church building virtually every minute of the day.” “Where are they...
by Chris Walters | Nov 6, 2020 | Uncategorized
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed by Congress and signed into law by the president on March 27th, 2020. The CARES Act contains some provisions related to charitable giving. The national accounting and consulting firm,...
