BOK Financial Advisors

With President Biden ending his reelection bid, the presidential race is heading into uncharted waters. If you’re wondering if that could affect your personal investments, see why our experts say you should hold ‘er steady:

More questions than answers as presidential elections near Hint: don’t try to predict the election results

BOK Financial's Chief Investment Strategist Steve Wyett joined Nasdaq's to discuss strategies for the upcoming earnings season.

Watch the interview here:

What Strategies May Be Appropriate as We Approach Earnings Season Steve Wyett, Chief Investment Strategist at BOK Financial and Steve Sosnick, Chief Strategist at Interactive Brokers, join Jill Malandrino on Nasdaq TradeTalks to discuss what strategies may be appropriate as we approach earnings season and the broader macro landscape.

The &P500 has had an exceptional year so far, but how high can the markets go in the short term? Brian Henderson with our affiliate, BOK Financial, discusses the potential future for stocks and bonds and what you can do to prepare.

Read his commentary here: https://ow.ly/kcXO50Sxn61

A potential fly in the ointment of this year’s stock gains Second half of the year still likely to be positive—but not as much as the first

As a financial advisor, Kimberly Bridges saw that some women were at a disadvantage due to what’s known as the “homemaker disadvantage” and taking time away from the workforce to care for others.

See how she doesn’t shy away from the hard work to help women understand the consequences of decisions like this and many more. https://ow.ly/OYrE50SbbW2

“My mom taught me about cashflow management: how to balance a checkbook, to pay bills on time, and the basics of money management,” said Kimberly Bridges. “But, by the time I took a personal finance course in college—well into my 30s—I realized how little I really knew about saving and investing for the future.”

Several pivotal moments led Kimberly Bridges, director of financial planning at BOK Financial, our banking affiliate, to find her passion for educating others on financial topics, especially women. Read her story here:

The Statement | Making things happen Kimberly Bridges uses personal experience and passion to educate women on financial decision making

If you’re ready to buy a home in , don’t get caught up in the excitement of buying whatever you can make a down payment on. Learn about all of the associated costs and why it’s a good idea to check in with your financial advisor to plan accordingly:

More than the mortgage 4 expenses you need to be aware of when buying a new home

Do the different age options for taking Social Security confuse you? Get a quick crash course of what it all means and make an appointment with your financial advisor to see what age is right for you. https://ow.ly/5uG750RG04j

The Statement | When to take Social Security is more than a number Many variables have made a traditionally age-based financial decision more complex

Not sure when to start retirement? Read up on how the age you file for Social Security determines your benefits and the importance of working with your financial advisor to plan accordingly. https://ow.ly/5uG750RG04j

Do you feel uncertain about being able to confidently manage your household finances? Learn what potential hurdles may be ahead and how to build your financial skills at your pace: https://ow.ly/IElq50R7MBA

Today is —a day to reflect on your financial goals and take steps towards securing your future. Setting clear goals, budgeting effectively, and investing wisely are key components of achieving long-term financial independence.

If you're looking to catch up on your retirement savings, our experts have shared some valuable tips in this article: https://ow.ly/yWPm50Rezp3

Catching up on your retirement savings 10 saving and lifestyle adjustments can be difference-makers as retirement looms or changes

Does your long-term financial plan account for the possibility you may not receive Social Security? Learn why the system is facing challenges keeping up with demand and why now may be a good time to check in with your financial advisor for a plan B: https://thestatement.bokf.com/articles/2024/03/will-the-days-of-full-social-security-benefits-come-to-an-end

With women managing more household financial assets than ever, it’s becoming increasingly important to be well-versed in effective ways to confidently be in charge of money at home.

“Women don’t necessarily need to overhaul and take over all financial responsibilities if they aren’t handling them now but should understand their household’s overall financial standing, help set household goals and get involved to help make informed decisions together, if in a relationship,” said Megan Hughes, managing director of Family Office Services at BOK Financial.

Get tips to become more confident in managing your finances: https://ow.ly/FpT750R7MzV

The Statement | Four strategies for women to gain financial confidence Women are destined to control significant wealth. Are they prepared?

With the increase in the number of people entering retirement and longer life spans, there’s a chance Social Security may run out before you start collecting benefits.

Jessica Jones, a senior financial advisor at BOK Financial Advisors, suggests “Save more through their employer-sponsored retirement plans or other means—and not plan on Social Security.”

Now may be a good time to work with your financial advisor to ensure your long-term plan can survive without it. Learn more about the state of Social Security: https://ow.ly/3ZQs50QN3Qe

The Statement | Will the days of full Social Security benefits come to an end? Long considered stable and untouchable, the benchmark retirement-age program may soon be unable to pay retirees full benefits

While it may sound like a dream, coming into a large sum of money could be a nightmare if you don’t have a plan to manage it.

Find out how to work with a financial advisor to handle a sudden windfall responsibly.

What to do if you get a financial windfall Put a plan in place to protect yourself from blowing it all yet still enjoy it

Just like setting up a strategy for growing money during your lifetime, it's important to set up a plan for how it will be distributed and used after you're gone. Learn five good reasons to create a trust in addition to a will in your estate plan from the experts at our affiliate, BOK Financial. https://ow.ly/JMmo50QBhNe

5 reasons to add a trust to your will Hint: You’ll have more control over how your assets are distributed

For a long time, financial advisors steered people away from CDS because they were hardly earning any interest. But with higher rates now and the prospect of them coming down again this year, it may be the time to stock up.

See why: https://ow.ly/gr1q50QL7Te

The Statement | Boosting small business resilience Higher CD interest rates could help bolster emergency savings

Don't let today's situation impact your long-term retirement plan. Learn how to navigate current high-interest rates and ways to avoid pulling from your 401(k) as a quick fix. https://ow.ly/qrg250QGQcH

Good financial planning means knowing how to maximize every dollar saved. The IRS is increasing 401(k) contribution limits for 2024. That means you can put more toward retirement and get more tax advantages.

Learn all the ways to put your money to work for you: https://ow.ly/l86m50QmcVX

You can save more in your 401(k) in 2024 An increased IRS contribution limit means you can put more away for retirement throughout the year

If high-interest rates are affecting your budget to the point that you're facing a withdrawal from your 401(k), learn about a financial wellness tool that may help instead of risking your future:

Higher rates a crucible for businesses: how to thrive The days of near-zero rates are gone for the foreseeable future

If your tax refund or work bonus drops some welcome funds into your lap, it might be time to ring up your financial advisor to see where they may serve you best.

Read here for some ideas on how to use them:

The Statement | 4 ways to make the most out of your tax return or bonus Finding the right balance between spending and saving is key

If you're about to receive a tax refund or work bonus, it might be time to ask yourself, "What would my financial advisor do?"

Get four tips for using the money to invest in your future:

The Statement | 4 ways to make the most out of your tax return or bonus Finding the right balance between spending and saving is key

If your budget went off course the past few months, it may be because of your personal inflation rate. Find out what that is and take steps to lessen the impact.

The Statement | Inflation is still a problem for many But how it’s affecting your finances may vary

You may be saving for retirement like clockwork, but what is your significant other doing? If you don’t know the answer, it might be time for a “money talk.”

Learn tips from the experts at our affiliate, BOK Financial, on sharing financial responsibilities with your partner so you don’t put your future at risk. https://ow.ly/Fjsh50QAkXX

Love and finances 6 tips for financial harmony with your partner

Does your financial plan include a move to a state with a lower cost of living so you can stretch your retirement dollars further? See what Midwestern and Southwestern cities are attracting people who are getting priced out of their current location. https://ow.ly/Uipt50Q5Fza

Inland cities grow and benefit as residents flee large metropolitan areas Seeking new opportunities and quality-of-life improvements, population losses from coastal cities are Middle America’s gain.

Not knowing your monthly finances and overall financial condition can lead to financial stress when it feels like inflation and higher interest rates are eating away at your income and savings.

Now might be a good time to check in with a financial advisor and read about five best practices to help you regain control.

As economic uncertainties linger, financial worries mount How to follow sound financial practices that reduce stress in tough times

If high inflation is impacting you more than expected, it may be because of your personal inflation rate. Learn what that is and get tips on how to minimize it.

The Statement | Inflation is still a problem for many But how it’s affecting your finances may vary

Do you and your partner openly share financial information? If not, you could be risking your future by not being able to save for retirement or emergencies.

Learn ways to talk with your significant other about money. https://ow.ly/Fjsh50QAkXX

Love and finances 6 tips for financial harmony with your partner