BOK Financial’s Q2 2021 Economic & Market Outlook Call

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J. Brian Henderson, BOK Financial’s Chief Investment Officer, 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. SPEAKERS: Brian Henderson, Executive Vice President, Chief Investment Officer Matt Stephani, President, Cavanal Hill Investment Management Doug Benton, Vice President, Senior Municipal Credit Manager, Cavanal Hill Our Quarterly Economic & Market Outlook calls have moved to Webex.  Please register HERE. Wednesday, April 14, 2021 3:30- 4:30 p.m. CT Submit a Question You may submit a question in advance here.  All…

Retirement in Sight – March 2021

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MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY UPAL – MARCH 2021 QUOTE OF THE MONTH “The life you have led doesn’t need to be the only life you have.” ANNA QUINDLEN NEED CASH? AVOID TAPPING YOUR RETIREMENT ACCOUNT Imagine if your 35-year-old self magically appeared in front of you one day and asked for a percentage of your retirement savings or a bit of your retirement income. While this would never happen, something financially analogous happens in the lives of too many people. They withdraw assets…

Year-End Estate Strategies

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What you need to know to get ready for the end of the year. Provided by UPAL With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate strategy. But the end of the year is a great time to sit down and review your preparations, especially when you’re spending more time with your loved ones; even more important if you have a complicated estate that may need to get managed after you’re gone. Call a family meeting. Many people…

The Social Security Administration Announces 2021 COLA

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What you should know about the most recent cost-of-living adjustment. Provided by UPAL On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for 2021. This adjustment will begin with benefits payable to more than 64 million Social Security beneficiaries in January 2021. Additionally, increased payments to more than 8 million Supplemental Security Income (SSI) beneficiaries will begin on December 31, 2020.1 Is this a COLA lite? Many may be disappointed by this modest bump compared to…

Retirement in Sight – October 2020

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MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY UPAL – OCTOBER 2020 QUOTE OF THE MONTH “Somewhere there’s a score being kept, so you have an obligation to live life as well as you can, and be as engaged as you can.” BILL MURRAY ARE CAR OR TRUCK COSTS BLOCKING THE ROAD TO RETIREMENT? On a purely logical level, investing tens of thousands of dollars toward retirement may make more sense than adding an equivalent consumer debt here and now. On a practical level, though, we need…

BOK Financial’s Q4 2020 Economic & Market Outlook Call

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J. Brian Henderson, BOK Financial’s Chief Investment Officer, 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. SPEAKERS: Brian Henderson, Executive Vice President, Chief Investment Officer Matt Stephani, President, Cavanal Hill Investment Management Carrie Clasen Porter, Sr. Vice President, Director, Investment Management-Strategic Initiatives Our Quarterly Economic & Market Outlook calls are moving to Webex.  Please register HERE. Wednesday, October 7, 2020 3:30- 4:30 p.m. CT Submit a Question You may submit a question in advance here.  All…

Annual Financial To-Do List

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  Things you can do for your future as the year unfolds.  Provided by UPAL What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes. You have plenty of choices. Here are a few ideas to consider: Can you contribute more to your retirement plans this year? In 2021, the contribution limit for a Roth or…

Election 2020

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Preparing for Any Outcome.  Provided by UPAL  As the U.S. presidential election draws near, expect to see more and more headlines that propose, “What will happen next if this person is elected?” or, “What policy changes to prepare for in the next four years?” In reality, however, it isn’t easy to anticipate what may happen with the financial markets after the November elections. An ambitious investor would have to forecast the election results, evaluate which policies may become law, estimate a potential economic impact, and assess how the financial markets…

Retirement in Sight – September 2020

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MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY UPAL – SEPTEMBER 2020 QUOTE OF THE MONTH “Elegance is not about being noticed. It’s about being remembered.” GIORGIO ARMANI COULD YOU RETIRE AT 55? Suppose you suddenly had to, or the opportunity presented itself. This prospect would not call for disregarding your carefully considered retirement strategy, but it would create some challenges. Social Security, Medicare, and popular retirement accounts were all created with the assumption that Americans would need retirement benefits and sources of retirement income, sometime in…

Pullbacks, Corrections, and Bear Markets

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What’s the difference? What do these terms mean for you? May 8, 2020 The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe “this time it’s different.” When the market drops, some investors lose perspective that downtrends – and uptrends – are part of the investing cycle. When stock prices break lower, it’s a good time to review common terms that are used to describe the market’s downward…