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Ya sea que esté recién comenzando a invertir o que ya haya desarrollado un portafolio, puede ser una maniobra inteligente tener de su lado al asesor correcto.

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Articles and Resources

7 Questions to Ask Your Financial Advisor

Your financial advisor is your guide as you plan for retirement. Meeting with your advisor is an excellent opportunity to review your goals and find ways to strengthen your financial plan.

What is My Risk Tolerance?

On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different propensity for risk.

How Long Will Your Retirement Savings Last?

A top concern for many people approaching retirement is whether they’ve saved enough money — fearing they’ll outlive their savings.

El impacto de invertir ahora

Cuando se trata de la planificación del retiro, la inversión temprana es muy importante. El dinero que ahorre ahora puede generar ganancias con el tiempo.

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Los servicios de títulos, seguros y asesoramiento se ofrecen a través de BOK Financial Securities, Inc., miembro de  FINRA/SIPC y un asesor de inversiones registrado en la SEC. Los servicios pueden prestarse bajo nuestro nombre comercial, BOK Financial Advisors. Invest­ment and insurance products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Investments involve risk, including loss of principal. El desempeño pasado no garantiza resultados futuros. No hay garantías de que el proceso de inversión termine en una inversión exitosa. La asignación de activos y la diversificación no eliminan el riesgo de experimentar pérdidas de inversión. Los riesgos aplicables a cualquier portafolio son aquellos relacionados con sus valores subyacentes.

This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material consid­erations. Los destinatarios no deberían basarse en este material para tomar futuras decisiones de inversión. En la medida que el lector tenga preguntas sobre la aplicabilidad de algún tema específico abordado anteriormente en su portafolio o situación específico, puede consultar con un abogado, contador o profesional financiero calificado.

BOKF, NA is the bank subsidiary of BOK Financial Corporation (BOKF), a financial services holding company (NASDAQ:BOKF). BOKF offers trust and wealth management services through its subsidiaries including BOKF, NA (and its banking divisions Bank of Oklahoma, Bank of Texas, Bank of Albuquerque, and BOK Financial) and investment advisory services through its non-bank subsidiaries, BOK Financial Asset Management, Inc., Cavanal Hill Investment Management, Inc., and BOK Financial Private Wealth, Inc., each an SEC registered investment adviser, and BOK Financial Securities, Inc., also an SEC registered investment adviser and registered broker/dealer, member FINRA/SIPC (each an "Investment Affiliate") (collectively, "BOKF").

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.