Insights

The market never remains static and neither should your investment portfolio. We’re focused on not only leveraging our years of industry experience, but continuing our legacy of keeping pace with trends and shifts in the market to provide you with valuable thought leadership. From articles to commentaries to extensive resources, you’ll have access to a wealth of knowledge and insights that can help better inform your financial decisions.

Insights & Resources

Market Review: Second Quarter 2021

8/30/2021
by BOK Financial

Take a closer look at what happened in the markets in Q2 2021.

Market Review: First Quarter 2021

4/19/2021
by BOK Financial

Take a closer look at what happened in the markets in Q1 2021.

Market Review: Second Quarter 2020

7/14/2020
by BOK Financial

Take a closer look at what happened in the markets in Q2 2020.

Market Review: First Quarter 2020

4/16/2020
by BOK Financial

Take a closer look at what happened in the markets in Q1 2020.

COVID-19: CARES Act

4/7/2020
by BOK Financial Private Wealth

The CARES Act was signed by President Donald Trump on March 27, 2020. Its purpose is to help stabilize the economy as the world battles the global COVID-19 pandemic.

Living with Intentionality

7/16/2019
by BOK Financial Private Wealth

Recently, we’ve been asking our customers a single question that is meant to not only challenge but inspire them. Seven words, that if considered in earnest, should actually help bring focus to their life’s ambitions and clarity to their financial goals.

Preparing the Next Generation to Manage Wealth

1/8/2018
by BOK Financial Private Wealth

Failure to have conversations about the family’s wealth and educate younger members on financial management can lead to long-term problems.

Three Common Mistakes Investors Make

12/4/2017
by BOK Financial Private Wealth

Investors often make inadvertent mistakes such as relying too much on their intuition and emotions.

Five Documents to Protect Your Wealth

10/2/2017
by BOK Financial Private Wealth

Having certain legal documents and arrangements in place will help ensure that your property is distributed according to your wishes.