BOK Financial

Whether your top concern is your investments, your business, global trade or just the U.S. economy in general, we’ve got it covered. Register for a Jan. 9 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/ZBsf50Uugh7 #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

Turning the page on a new calendar year is a good reminder to have a financial check-in with yourself and finally get around to creating a solid financial plan with a certified planner or advisor. "A financial plan is about taking a good look at where you are now, where you want to be and how you can get there while managing risk," said Kimberly Bridges, PhD, CFP®, CPWA®,CDFA®, RMA, director of financial planning at BOK Financial®. See our checklist for inspiration on financial goals for the new year: https://ow.ly/u9g750Uvn3o #FinancialGoals #NewYearNewYou

✨ Nurture Holiday Savings for a Bright Financial Future ✨ Did your kids receive monetary gifts over the holidays? Start the year off right by encouraging them to save with our #YouthSavings account! Teaching children the value of saving money can pave the way for a bright financial future. Open an account in as little as 5 minutes online and watch their savings grow all year long: https://ow.ly/YWE750Ub3La #KidsAndMoney #TeenFinance

You may love controlling your investment portfolio, but having a financial advisor by your side is also a strong strategy. "An advisor plays an important role by having properly vetted information at your fingertips and the tools to help keep allocations on-track," said Liu Liu, CFA, director of investor research and management at BOK Financial®. Learn some key principles of investing and how they all add up: https://ow.ly/WPAR50UgRv8 #WealthBuilding #InvestmentStrategy

SVP of Trading at BOK Financial Dennis Kissler spent 12 years on the CME exchange trading floor. “I was one of the guys who used to jump up and down and yell and scream—like you see in the movies.” Read his story from the farmland of Oklahoma to the stock exchange: https://ow.ly/6i0t50U5FbK

Single and ready to settle down in a home? Experts say the biggest challenge for single buyers is qualifying for a loan with only one income, which can reduce the amount they can borrow and limit their homebuying budget. "Single buyers often need to be more strategic about balancing what they qualify for with their long-term financial security," said Karen Heston, senior mortgage banker with BOK Financial Mortgage in Oklahoma. See what single homebuyers need to consider: https://ow.ly/3Pwy50Uqlss

Eagerly watching our friends at OKPOP Museum work towards their fundraising goal and happy to help support their mission. “OKPOP is more than just a museum; it's a cultural hub that enriches the lives of all Oklahomans. At BOK Financial, we're committed to supporting initiatives that improve the quality of life for our employees and our customers. OKPOP embodies the spirit of Oklahoma, and we're proud to be a part of it. We believe that investing in education and culture is an investment in our community's future.” -Stacy Kymes Learn more about OKPOP's future in the #Tulsa arts district: https://ow.ly/CVzF50UtGue CC: Abby Kurin Jacob Krumwiede