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.

WealthBuilder Update

April 2017 The Strategic Investment Advisors team at BOK Financial has implemented several changes to the WealthBuilder program. The changes are summarized below. Please note that the changes were implemented at the strategy level. Actual trades might vary in each account, depending on the account size and cash flows. Overview

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Retirement in Sight – April 2017

April 19, 2017 Why you Might Not Want a Lump-Sum Retirement Payout Do you have the option of receiving your retirement money as a lump sum? You may want to turn that choice down. A new MetLife study, Paycheck or Pot of Gold, warns of the “lottery effect” that can

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Have a Plan, Not Just a Stock Portfolio

Diversification still matters. One day, this bull market will end.   Provided by UPAL April 13, 2017 In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and closed at all-time highs on 12 consecutive trading days. The Nasdaq Composite gained

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