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

Catching Up on Retirement Saving

If you are starting at or near 50, consider these ideas. March 23, 2018 Do you fear you are saving for retirement too late? Plan to address that anxiety with some positive financial moves. If you have little saved for retirement at age 50 (or thereabouts), there is still much

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Join Us For BOK Financial’s Economic & Market Outlook Call

Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic & Market Outlook Call. We will provide a comprehensive market analysis, review the latest U.S. and global economic conditions and discuss what it means for you and your business. Wednesday, April 18, 2018 3:30 p.m – 4:30

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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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  • Henry Schein
  • HUB International Mid-America