Celebrating our first 90 years!
Jeani Winterbourne, CRPC®
President/Chief Operating Officer
Ninety years in the making, Umpqua Investments is a part of Umpqua Holdings Corporation. The Umpqua name stands for integrity, service and innovation in financial services. We have a common sense approach to investment services: Working together.
The beginning of the year is a great time to organize records and discard old documents to make room for new ones.
The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.
Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,492.21 | -0.26 |
| Dow Jones Transportation | 11,311.14 | -0.52 |
| Dow Jones Utilities | 711.83 | -1.21 |
| Nasdaq Composite | 8,007.47 | +0.18 |
| Nasdaq 100 | 7,563.19 | +0.19 |
| NYSE Composite | 13,160.60 | -0.01 |
| AMEX Composite | 2,714.02 | -0.15 |
| PHLX Semiconductor Index | 1,364.82 | -1.70 |
| OSX Oil Service Sector Index | 150.85 | +1.02 |
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