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

Notice: UPAL Retirement Program Change

August 23, 2016 A few changes will be made this week to 3 of the 4 UPAL Pooled Fund Models in the UPAL Retirement Plan Program as indicated below.  These changes are recommended by the BOKF Asset Allocation Committee: No changes will occur in the Fixed Income Model Allocation. Conservative

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Retirement In Sight – August 2016

WHO CLAIMS SOCIAL SECURITY AT 62, AND WHY? According to the Center for Retirement Research at Boston College, 48% of men and 42% of women take Social Security benefits as soon as they are eligible for them. A baby boomer who claims those benefits at age 62 will get 25%

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Stocks & Presidential Elections

What does history tell us – and should we value it?  Provided by Kent Butcher, MBA, Registered Investment Advisor Representative July 29, 2016 As an investor, you know that past performance is no guarantee of future success. Expanding that truth, history has no bearing on the future of Wall Street.

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  • Drake Systems
  • Henry Schein
  • Infinedi, L.L.C.