BOK Financial Quarterly Market Outlook Call

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Join us Thursday, April 14 at 3:30 pm Key leaders in our investment management team will review the latest U.S. and global economic conditions and discuss what it means for you and your business. We’re pleased to have Liu Liu joining us for an in-depth look at international markets. Thursday, April 14, 2022 3:30 – 4:30 p.m. CT Submit a Question You may submit a question in advance using the button below. All questions will be submitted anonymously to our presentation team. Questions may also be submitted during the Q&A portion…

Retirement in Sight – March 2022

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MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY UPAL – MARCH 2022 QUOTE OF THE MONTH “The biggest adventure you can ever take is to live the life of your dreams.” OPRAH WINFREY A STRATEGY FOR MONETARY GIFTS FOR FAMILY Have you ever thought about giving financial gifts to your kids or grandkids? Many affluent retirees and pre-retirees do this, often with an eye toward furthering family wealth. First, the basics. The Internal Revenue Service for 2022 increased the yearly gift tax exclusion to $16,000, so as…

Retirement in Sight – February 2022

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MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES Presented by UPAL – FEBRUARY 2022 QUOTE OF THE MONTH “You can’t be that kid standing at the top of the waterslide, overthinking it. You have to go down the chute.” TINA FEY GUARDING AGAINST THE FOUR COMMON MONEY BIASES  Our attitudes about investing, saving, spending and financial matters are shaped by a variety of influences, both early and later in life. These attitudes can foster some very good habits, ones that may promote smart financial choices, early investment, and the…

Retirement in Sight – January 2022

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MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY UPAL – JANUARY 2022 QUOTE OF THE MONTH “We contain all the ages we have ever been.” ANNIE LAMOTT HOW MUCH WILL SAVING AN EXTRA $1K EACH YEAR HELP YOU? Did you ever wonder what might result from such a small boost to your retirement saving effort, even in midlife? While there is no ready answer to this question thanks to the many variables inherent in financial markets and investment choices, some ballpark math offers an illustration of the…

Retirement in Sight – December 2021

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MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY UPAL – DECEMBER 2021 QUOTE OF THE MONTH “Often when you think you’re at the end of something, you’re at the beginning of something else.” FRED ROGERS WHEN YOU ARE WITHIN FIVE YEARS OF RETIREMENT If your anticipated retirement date seems about five years away, think about some of the proactive steps you could take before that date arrives. Acting now could save you some stress later on when you move from your full-time career to the next phase…

Retirement in Sight – November 2021

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MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY UPAL – NOVEMBER 2021 QUOTE OF THE MONTH “The possible’s slow fuse is lit by the imagination.” EMILY DICKINSON IF THE SECURE ACT 2.0 BECOMES LAW, WHAT CHANGES? When the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on January 1, 2020, it altered rules for retirement accounts with a goal of helping both retirees and pre-retirees. More rule changes might be ahead, because a legislative sequel, known popularly as SECURE Act 2.0, is now proceeding…

Retirement in Sight – October 2021

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MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY UPAL – OCTOBER 2021 QUOTE OF THE MONTH “The great thing about getting older is that you don’t lose all the other ages you’ve been.” MADELEINE L’ENGLE ROBOCALLS, ROBOTEXTS: PROTECT YOURSELF, AND YOUR MONEY Are you getting more unwanted text messages on your phone than you used to get? That is partly the result of a good thing – robocalls have declined. Robotexts, however, have increased. As robotexts bilked Americans out of $86 billion in 2020, you want to…

Retirement in Sight – September 2021

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MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY UPAL – SEPTEMBER 2021 QUOTE OF THE MONTH “Every laugh line, every scar, is a badge I wear to show I’ve been present, the inner rings of my personal tree trunk that I display proudly for all to see. Nowadays, I don’t want a perfect face and body; I want to wear the life I’ve lived.” PAT BENATAR POSSIBLE CHANGES FOR CATCH-UP CONTRIBUTIONS Since 2002, Americans aged 50 and older have been permitted to make annual “catch-up” contributions to…

Retirement In Sight – August 2021

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MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY UPAL – AUGUST 2021 QUOTE OF THE MONTH “Getting old is like climbing a mountain; you get a little out of breath, but the view is much better!” INGRID BERGMAN CAN HAVING THREE GOOD FRIENDS PROMOTE A HAPPY RETIREMENT? We can reasonably say that the more money you retire with, the more potential you have to enjoy retirement. Now, what about friendship? If you maintain some strong friendships and an active social circle after age 60, can that make…

Retirement in Sight – July 2021

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MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY UPAL – JULY 2021 QUOTE OF THE MONTH “Do something wonderful, people may imitate it.” ALBERT SCHWEITZER IS FINANCIAL HEALTH A FACTOR IN YOUR OVERALL HEALTH? Data from a newly released Harris Poll of more than 1,000 U.S. workers suggests that a majority of pre-retirees might answer “yes” to that question. Sixty-six percent of respondents to the poll identified their financial health as a component of their overall well-being. In fact, financial health ranked up near physical health (74%)…