Insights and Resources

Information to help you navigate the world of personal wealth management, market conditions and the economy. After all, informed decisions are the best decisions.

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Economic and Market Insights

Stay on point with current global economic conditions

Last week’s Federal Reserve meeting had significance for borrowers and investors alike. BOK Financial Chief Investment Strategist, Steve Wyett, breaks down what it could mean for your finances. (Sept. 21, 2020)

Quarterly Economic and Market Review (Q3 2020)

Important Indications from the Federal Reserve

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Elections, Monetary Policy Framework, and COVID-19 Vaccine

Brian Henderson, BOK Financial Chief Investment Officer, discusses three key factors for the economy and markets between now and the end of the year. (Sept. 1, 2020)

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Leaving a Legacy

Are your heirs ready to manage the wealth they will inherent? Learn more about how you can help prepare this next generation for wealth management — today.

Making the Most of Your Mineral Rights

Managing your mineral rights can be a challenging endeavor. With limited time and experience, you might find yourself leaving money on the table.

Making Your Money Work for You

Maintain and grow your wealth for now and for the future. Find articles, tips and resources that can help you forge your financial path forward.

Protecting Your Wealth

You and your family should keep what you've worked so hard to build. Take measures now to safeguard the future of your assets and ensure your peace of mind.

Transferring Your Business

Maintain control of your business transference as you continue to draw a steady income. Consider the numerous financial instruments available to help continue all that you've built.

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© BOK Financial, a division of BOKF, NA. Member FDIC. Equal Housing Lender. BOK Financial Corporation offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc., each an SEC registered investment adviser. BOKF offers additional investment services and products through its subsidiary BOK Financial Securities, Inc., a broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser, which offers advisory services under its trade name BOK Financial Advisors, and BOK Financial Private Wealth, Inc., also an SEC registered investment adviser. SEC registration does not imply a certain level of skill or training.

Investments are not insured by the FDIC and are not guaranteed by BOKF, NA or any of its affiliates. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

The content provided herein does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. Recipients should not rely on this material in making any future investment decision. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, you are encouraged to consult with a qualified lawyer, accountant, or financial professional.

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Insights and Resources

Economic and Market Insights

Stay on point with current global economic conditions

Quarterly Economic and Market Review (Q3 2020)

Important Indications from the Federal Reserve

Elections, Monetary Policy Framework, and COVID-19 Vaccine

Contact Us

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Insights and Resources

Economic and Market Insights

Stay on point with current global economic conditions

Quarterly Economic and Market Review (Q3 2020)

Important Indications from the Federal Reserve

Elections, Monetary Policy Framework, and COVID-19 Vaccine

Contact Us

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