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.

Retirement in Sight – May 2018

Would You Pay More for a Better Employee Retirement Plan? If that trade-off sounds worthwhile, rest assured you are not the only one who feels that way. Sixty-six percent of the working Americans surveyed late last year by consulting firm Willis Towers Watson said that they would defer a greater

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Retirement Planning Weak Spots

They are all too common.  May 17, 2018 Many households think they are planning carefully for retirement. In many cases, they are not. Weak spots in their retirement planning and saving may go unnoticed. Couples should recognize that they may face major medical expenses. Each year, Fidelity Investments estimates how

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Allocation Changes – UPAL Pooled Fund Models Only

The BOKF Asset Allocation Committee met recently and made a few changes to the tactical asset allocation guidance.  The Committee was of the view that the positive market environment should persist into the new year due to stronger growth.  Fixed income returns will likely remain muted as the Federal Reserve

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