Midyear Outlook: Now decides the future
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Retirement planning by decade
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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
A closer look at economic trends
The U.S. economy has defied fears of slowdown, thanks to a successful monetary and fiscal response to the pandemic. Unemployment remains low, and positive productivity gains offer hope for sustained growth. While inflation poses challenges, our base case is continued economic expansion. Steve Wyett, BOK Financial chief investment strategist, explores the nuances of our economic path.
2024 Midyear Outlook
Entering the second half of 2024, the U.S. economy remains resilient despite high interest rates. However, uncertainties persist, including the timing of the Fed’s first rate cut and the impact of the upcoming presidential election. BOK Financial’s investment management team has compiled valuable insights on these topics and more, which are available through a short video, online articles, and a downloadable report.
How to handle the uncertainty surrounding the election
The U.S. is in the historic position of having the presidential candidates in flux with the election only a few months away. BOK Financial Chief Investment Officer Brian Henderson and Chief Investment Strategist Steve Wyett explain the current environment and what may be ahead.
Insights and Resources
How to handle the uncertainty surrounding the election
Hint: don’t try to predict the election results
Is the tide finally turning for smaller companies?
Small-cap stocks benefitting from expectations that the Fed will cut rates
Access to energy sources to determine economic winners
AI and other tech to improve productivity—but it will take dependable, efficient power
We live in a headline inflation world
Consumers feel the impact of inflation building on itself
The changing face of the US worker
As more Baby Boomers retire, who will fill the demand for labor?
Will there be two rate cuts by year-end?
Waiting until inflation hits 2% may mean the Fed is late in adjusting policy