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Simplify your investing journey with InvestOn by BOK Financial Advisors
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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
How interest rates shape the economy
How do interest rates shape our economy—and your wallet, from the interest you pay on your loans to the money you make on your investments? BOK Financial Chief Investment Strategist Steve Wyett explains.
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.
Market jitters? Don't panic.
Financial markets reacted to fears of a U.S. recession on August 5, 2024. Our experts remind investors not to panic. Here are tips to keep in mind in times of volatility.
What the first interest rate cuts will mean for you
Many believe the Fed’s first rate cut could come at the next Federal Open Market Committee (FOMC) meeting in September. BOK Financial Chief Investment Officer Brian Henderson explains what may happen when rates do start to fall—and what may take more time.
Insights and Resources
September rate cut likely to be first of three this year
Fed zeroes in on labor market data
New job growth is down but wages higher than expected
Should we worry about the job market?
Jobless claims rising but headline unemployment still relatively low
Lessons learned from the recent market volatility
'Goldilocks' scenario of economic news has recession fears fading
Is the US headed for a recession?
Fed likely to lower rates but ‘emergency’ rate cuts unnecessary
Market jitters? Don't panic.
Tips for investors in uncertain times