BOK Financial

As the #FederalReserve starts to cut rates, they likely will do so carefully and cautiously, according to BOK Financial Chief Investment Officer Brian Henderson. “The economy isn’t falling apart so the Federal Reserve has time to get rates down,” he said. Henderson also explains why a recession is unlikely, despite some weakness in the job market: https://ow.ly/vhKc50TmnCC #EconomicOutlook #InterestRates

Is the heavy weight of procrastination hanging over you because you haven’t made an estate plan yet? “It just needs to be done,” said Mike Sears, trust officer at BOK Financial. “By being proactive, you’ll save those you love a lot of time and trouble, and then be assured that your assets and possessions will be distributed on your terms, not anyone else’s.” Learn how to decide between a will and a trust and who can help you get it over with: https://ow.ly/z16x50TfXVu #EstatePlanning #LegacyPlanning

Social media is transforming how Gen Z learns about personal finance, but it also brings risks. It’s crucial parents stay informed about the financial advice young people receive online. Learn how to guide them in differentiating between sound advice and risky trends: https://ow.ly/QUgP50SX5Oh

It’s been a banner year for retirees to maximize their savings with high interest rates, but that may come to an end with the Fed’s decision in September. “The days of nearly risk-free, 5% returns are numbered, at least in the near term, so it’s a good time to capture what you can,” said Joan Fields, private wealth advisor with BOK Financial?. Find out what you need to consider to change strategies with the rate change: https://ow.ly/bTEE50Tlur6 #FinancialStrategy #RetirementPlanning

If you feel the American dream of owning a home is out of reach, there may be down payment programs that can help. Learn all about them and unlock the opportunities! https://ow.ly/UtJl50T1AqV #HomeBuyerAssistance #FirstTimeHomeBuyer

Listen in as BOK Financial’s Chief Investment Strategist, Steve M. Wyett, CFA, joins Jill Malandrino on Nasdaq #TradeTalks to discuss insights from Friday’s employment report and its implications for the Fed’s rate policy path: https://ow.ly/Uunk50TkmHC

Did you know you can stagger out Certificate of Deposit (CDs) so you have cash earning higher interest rates than a general savings account and available at intervals that work for you? “Outside of their core attributes, CDs provide versatility in savings efforts,” said Amanda Barrett, manager of product intelligence and support at BOK Financial, especially when used in an effective strategy known as laddering. The approach involves investing in CDs on a regular basis to create staggered maturities and a blend of yields based on market conditions over time. Learn more about this flexible, secure and accessible way to save: https://ow.ly/pczL50TfW5m

Do you feel awkward talking to your family about money? Find out why it's important to have these hard conversations and some tips to make it a little easier—and join us for a webinar on Sept. 17 to dive a little deeper into the topic. Register now: https://ow.ly/n2oF50TkbZX

BOK Financial's employees are deeply committed to the corporate value of advancing the communities we serve. This is especially obvious during the annual Guide the Giving campaign, when employees nominate and advocate for nonprofits close to their hearts to receive donations. Read about two of the organizations that received donations in the past year. https://ow.ly/851550SYxK6 Leslie Paris #WeGoAbove #NonprofitsMatter

??Congratulations to Sherri Calcut and Tanya Ball who were each chosen as a finalist in their respective categories for the 2024 Women in Housing Leadership awards! Read more about their recognition here: https://ow.ly/UNL950TgHMw #WomenInHousingLeadership #MortgageIndustry #BOKFinancialMortgage