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

A Primer for Estate Planning

Things to check and double-check. June 8, 2017 Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, people without their financial affairs in good order risk leaving their heirs some significant problems along with their legacies. No

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Asset Allocation Changes

Allocation Changes The BOKF Asset Allocation Committee recently made a few changes to the tactical asset allocation guidance.  International markets have become more attractive based on their valuation and growth trajectory, therefore, the committee members remain modestly constructive on the market and will reduce the allocation to REITs and increase

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  • athenahealth
  • HUB International Mid-America
  • Mysock, Chevaillier & Bolden, L.L.P.