Bank of Texas

A shift in presidential administration—particularly from one party to another—typically brings about many changes. With this in mind, the BOK Financial investment management team has prepared its 2025 market outlook, which includes: what may be ahead for domestic growth, what proposed policy changes may mean for your portfolio, a look at the international factors at play and more. Access the content here: https://ow.ly/imKE50UCZA6

Tailwinds continue to benefit the Magnificent 7 stocks; however, placing outsized bets on a small handful of stocks isn’t the best strategy for most long-term investors. “We are starting to see the market broaden out. And this may continue as monetary policy eases further and creates more business-friendly conditions for all companies—not just technology companies,” said Liu Liu, CFA, director of investment research and management at BOK Financial. Learn why diversification is still your best bet for the new year and how this topic factors into our 2025 market outlook: https://ow.ly/V88m50UCazc

Have you had the "money talk" with your spouse or parents about where everything is and how it will be managed if "something happens." "Ideally, the people we care about should be able to make informed decisions that are right for them, and they can't do that if we don't talk," said Victoria Ungashick, CFP®, private wealth executive at BOK Financial. Learn why money talks should be among your financial goals for the new year: https://ow.ly/It2W50Uvn8s #FinancialGoals #NewYearNewYou

Check out our most read stories of 2024 on The Statement! See what tips, topics, and news mattered most to our readers. Revisit the top articles below: 1.) Multibillion-dollar cyberattack affects medical practices across the country - https://ow.ly/CKkM50UBvvS 2.) AI a double-edged sword - https://ow.ly/VNUh50UBvyi 3.) Inflation is still a problem for many - https://ow.ly/Bwm850UBvHl 4.) How to navigate market volatility - https://ow.ly/cLfa50UBwhP 5.) Resilience key to company success - https://ow.ly/fH0L50UBwiu Subscribe here to get this type of content delivered to your inbox each week! https://ow.ly/9uF750UBsVe

A recent survey revealed a growing trend of young adult children who aren’t leaving the nest. So how does this impact parents financially? “As trends shift to more young adults either continuing to live at home into their twenties or coming back home after college, parents may need to plan differently,” said Leasa Melton, manager of product strategy for BOK Financial. Learn more about how this might be the time to re-strategize your financial and retirement plans: https://ow.ly/HZ9F50Ujwyy

Why do BOK Financial employees put on their dancing shoes to support the children of San Miguel School in Tulsa through fundraising and raise their hands to volunteer? "Our partnership with San Miguel goes beyond financial support. We actively participate in volunteer programs, serving as ambassadors and advocating for the school's mission to support the critical role education plays in children's futures," said Jhoanna Astudillo, Hispanic segment leader at BOK Financial. Learn more about this school that helps kids come from behind in their academic development to thrive: https://ow.ly/HkH550Um74L

Register for Thursday's live discussion on the BOK Financial® 2025 annual outlook: https://ow.ly/ogkE50UmXb4

If you’re wondering what may be to come in the year ahead, register now to join our investment management team on January 9th for a discussion on the economic topics they're watching heading into 2025. Register now: https://ow.ly/6rpH50UuCl8

Did spending time with your senior parents over the holidays make you realize you need to learn more about their long-term care plans and how it will be paid for? Prioritize discussing finances with them in 2025. "Without knowing what you're working with, it's hard to start planning," said Megan Hughes, managing director of family office services with BOK Financial®. "Are you looking at having to provide in-home caregivers, or will your parents need a basic nursing facility?" Find out how to have those awkward money talks with your parents so you can plan for the future—together: https://ow.ly/bJwj50Uugh8 #LongTermCare #FamilyConversations

If you’re wondering what may be to come in the year ahead, register now to join our investment management team on January 9th for a discussion on the economic topics they're watching heading into 2025. Register now: https://ow.ly/6rpH50UuCl8