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Look no further than Security National Bank for credible insights on investing, financial planning, trust services, retirement planning, 401(k) benefits and more.

Market Outlook Reports

On a quarterly basis, our SNB investment team of experts produce quarterly market outlook reports sharing their forecasts and assumptions to help you make wiser decisions on your investments. To be added to our quarterly email distribution, please email marketing@snbomaha.com.

2023 Economic Outlook

Thank you to all who joined us January 18th, 2023 for our wealth management team's market analysis for 2023. View recorded webinar below and download presentation slides here: 2023 Economic Outlook Presentation Slides 1-18-23.

2022 Mid-Year Economic Outlook

Thank you to all who joined us on June 15th for our investment services team's market analysis for 2022 and beyond. View presentation slides below.

Mid-Year Economic Outlook Presentation Slides

2022 Economic Outlook

Thank you to all who joined us on January 13th for our investment services team's market analysis for 2022 and beyond. View the presentation slides below.

2022 Economic Outlook Presentation Slides

2021 Mid-Year Economic Outlook

Thank you to all who joined us on July 14th for our expert investment services team's market analysis for 2021 and beyond. View the presentation slides below.

Mid-Year 2021 Economic Outlook Presentation Slides

Estate Planning for Retirement Assets

Learn about ways to develop your estate plan and watch-outs to be prepared for while achieving your financial goals and protecting your loved ones.

Estate Planning for Retirement Assets Presentation Slides

Trust and Investment Services You Can Depend On

There’s no shortage of information today—about investing, financial planning, stocks and bonds, tax ideas, on and on. But there is a shortage of real communication. People understand that knowledge is not the same as wisdom. If you are concerned about your investments and financial security, look to our professionals for help.

Trust and Investment Services 2023

Articles to Better Your Money Management

Do You Have a Decumulation Plan? Many Don’t.

According to a recent research study developed and conducted by PIMCO Investments, many savvy investors may be unprepared for their decumulation stage (when one’s portfolio must support ongoing spending) as they transition into and through retirement. Owners of a large retirement nest egg are often lulled into a false sense of security, incorrectly believing successful accumulation automatically assures successful decumulation.

There is a high degree of complexity and unpredictability in retirement spending. Despite this, many affluent and high net worth retirees feel relatively secure, perhaps overly so. More than four out of five survey respondents are confident or highly confident about their ability to meet their retirement spending needs. And like the view that most drivers view themselves as “above average” (even though it only takes a few minutes of driving behind these people around town to know that can’t be true!), respondents are also highly confident in their investing knowledge and skill, with 89% rating themselves as above-average investors.

Yet, more than half the respondents (55%) seem to have unrealistic and likely overconfident retirement spending plans. Nearly 20% have no specific plan for withdrawing from their savings and investments in retirement; but these investors are just as confident about meeting their retirement spending needs as those who do have a plan.

Investors face a far greater threat of failure in decumulation versus accumulation. This is because the sequence of returns matters more when retirees are spending down their asset base in retirement, creating a gravitational pull downward in account balances over time.

With retirement spending expected to last about three decades for most retirees, a thoughtfully designed, behaviorally compatible plan is critically important to avoid common retirement pitfalls and ensure the longevity of one’s assets. If you would like to schedule time to discuss your plan for retirement, give our advisors a call at 402-221-0183 or meet the team.

Investment and Insurance products are: Not FDIC Insured. Not a Deposit. Not Insured by any Federal Government Agency. Not Guaranteed by the Bank. May Lose Value.

What To Do With Your Old 401(k)

Have you recently changed jobs and are unsure of what this means for your 401(k) benefits from your old employer? Check out this article for some helpful options.

What to do with your old 401(k)

Is 2022 a Year of Stagflation or Just Slow Growth?

Thank you to all who joined us in Dallas at our Security National Bank of Texas location for our investment services team's market analysis by Damian Howard, Vice President, Senior Investment Officer and Gary Ward, Texas Senior Vice President and Director of Trust Services. Have additional questions? Give an advisor a call or email.

Cyber Safety

Keep yourself and your personal information safe. Instances of cyber attacks continue to be on the rise. As an organization, we are committed to protecting the integrity of your information at all times. Below is a useful reference guide to help you safeguard yourself and your personal information from potential attacks.

Cyber Safety

Disclaimer

Investment and Insurance Products:

Not FDIC Insured
Not a Bank Deposit
Not Bank Guaranteed
May Lose Value
Not insured by any Federal Government Agency

Private Client Services Resource Library