HEALTHCARE & BEYOND

UPAL has a long history of providing quality service to health care professionals, but UPAL membership is not limited to the healthcare industry.

Volatility Is Not Risk

The two should not be confused. Provided by Kent Butcher, MBA, Registered Investment Advisor Representative  April 27, 2016 What is risk? To the conservative investor, risk is a negative. To the opportunistic investor, risk is a factor to tolerate and accept. Whatever the perception of risk, it should not be

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College Funding Options

You can plan to meet the costs through a variety of methods.   Provided by Kent Butcher, MBA, Registered Investment Advisor Representative April 27, 2016 How can you cover your child’s future college costs? Saving early (and often) may be the key for most families. Here are some college savings

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Retirement in Sight – April 2016

COPING WITH SUDDEN RETIREMENT Many of us may retire earlier than we anticipate. In fact, a recent Voya Financial survey found this to be true for 60% of Americans. The reasons for a forced retirement varied from health issues (16% of respondents) and job loss (11% of respondents) to becoming

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UPAL MEMBERSHIP EXCLUSIVES
  • LayerCompliance
  • L & M Office Furniture
  • The Private Bank – Bank of Oklahoma