A decade-by-decade guide to retirement planning
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We know long-term goals are more than abstract dollar amounts. They are dreams and ambitions for your family, your business and your legacy. That’s why we get to know you and what’s important to you. It’s the best way to manage and help preserve your wealth — and take care of your tomorrow.
Ways to work with us
Personal Investment Services
We have a passion for sound investing. More importantly, we have a passion for understanding your life’s ambitions. Let’s navigate the path to your future goals, together.
Private Wealth Management
We take a personal approach with our clients. It’s supported by a comprehensive offering of services designed to manage and protect your considerable wealth. Its foundation is built on trust, earned over time.
Wealth Management isn’t an add-on service for us. Our first client came to us in 1918, and that relationship is still with us today.
Online access puts a wealth of information at your fingertips
Available on your desktop or as a mobile app, BOK Financial’s Online Access allows you to view all your accounts, including investments, checking, savings, mortgage and more. Easily accessible, day or night. You can even link external accounts and manually track assets like mortgages and alternative investments, to see your net worth and full financial picture in one convenient location.
Market Commentary
Will the Fed still be able to cut rates in 2024?
BOK Financial Chief Investment Officer Brian Henderson discusses the Fed’s “higher-for-longer” strategy, what’s keeping inflation elevated and why the Fed must stay committed to its 2% inflation target.
How to prepare for lower rates
As most are anticipating the Fed to start cutting rates this year, diversification is key. In this article, BOK Financial Chief Investment Officer Brian Henderson explains what may be ahead for the economy and why a laddered approach to your investments could help you prepare for all scenarios.
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‘Why’ the Fed cuts rates matters as much as ‘when’ and ‘by how much’
Financial markets hinge more on the state of the economy than small rate changes. BOK Financial CIO Brian Henderson explains.
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2024 Annual Market Outlook
Will the U.S. economy avoid a recession? The BOK Financial investment management team addresses that question and more in our outlook on key issues impacting the economy and financial markets this year.
Insights and Resources
Will the Fed still be able to cut rates in 2024?
Housing and other core services prices still ‘stubborn'
With the ‘easy’ moves in inflation behind us, higher prices are likely to stick around
Why 30-year mortgage rates hit a new year-to-date high
Investors are rethinking how quickly the Fed may reach its 2% target for inflation
Still feeling the pinch from higher prices?
“Real” wages no longer freefalling—but consumers may still be aching from the past
U.S. worker productivity resurging
Strong March jobs report setting the right tone for rate cuts
Central banks may no longer move in lockstep
The Fed may not be the first to cut rates and currencies likely to respond differently