Catching Up on Retirement Saving

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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 you can do to generate a fund for your future and to sustain your retirement prospects.  Contribute and play catch-up. This year’s standard contribution limit for an IRA (Roth or traditional) is $5,500; common employer-sponsored retirement plans have a 2018…

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

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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 p.m. Central Conference Call Number: 1.888.317.6003 Participant Elite Entry Number: 8833349 Featured Topic: The New Interest Rate Environment: Managing Floating Rate Risk: For the first time in over a decade, the Federal Reserve is currently in an extended rate hiking…

Allocation Changes – UPAL Pooled Fund Models Only

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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 continues to raise rates and normalize their balance sheet.  The decision was made to increase equities and decrease fixed income.  In addition, they decided to overweight value relative to growth in the large cap space due to the anticipation that…

Start Right Mobile App Enhancements

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Bank of Oklahoma is excited to announce new enhancements on the Start Right mobile app.  Transaction functionality was introduced with the latest release of the Start Right mobile app.  Participants now have the ability to make Contribution Rate Changes (if the plan allows) directly from their mobile device.  They will also be able to cancel pending transactions that they initiate through the Start Right mobile app or Start Right website. Participants currently using the mobile app received an update notification on their mobile device informing them that there is an update available for…

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

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December 2017 Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and no regulator or nation state stands behind it. Instead, cryptocurrencies are a form of code made by computers and stored in a digital wallet. In the case of bitcoin, there is a finite…

2017 Annual Market Review

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This annual market review report features world capital market performance for 2017. View the full report below. 2017 Annual Market Review (157 kB)

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

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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, January 17, 2018 3:30 p.m – 4:30 p.m. Central Conference Call Number: 1.888.317.6003 Participant Elite Entry Number: 3031007 Web Presentation                   Submit a Question Access to the web presentation will be made available on Wednesday, January 17. You may submit…

Holiday Wrap Up: A Look Back at 2017 Thus Far

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December 18, 2017 The year in brief. Investors have had much to celebrate in 2017. Halfway through November, the S&P 500 had gained more than 15% since the start of the year; the Dow Jones Industrial Average was up more than 18% year-to-date; the Nasdaq Composite, more than 25%. The Dow topped 20,000 for the first time in 2017, and the S&P made history by reaching 2,500. Many foreign equity benchmarks also rallied strongly. Prices of key commodity futures such as copper, oil, silver, and gold rebounded from 2016. The…

Your 2018 Financial To-Do List

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Things you can do for your future as the year unfolds.   November 28, 2017 What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You have plenty of options. Here are a few that might prove convenient: Can you contribute more to your retirement plans this year? In 2018, the contribution limit for a Roth or traditional…

Manager Change to the UPAL Alternative Investment Fund

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Effective:  November 13, 2017 IMPORTANT ANNOUNCEMENT – CHANGE TO MANAGER LINE-UP UPAL ALTERNATIVE INVESTMENT FUND Upon reviewing the underlying mix of managers within the UPAL Retirement Program, we have decided, upon the advice of the Strategic Investment Advisory Group, the independent investment advisors to the Program, to remove AQR Managed Futures Strategy, Institutional Fund from the UPAL Alternative Investment Fund effective November 13, 2017.  The allocation to a managed futures strategy has not provided the diversification benefits and investment returns that were expected when it was added to the portfolio….