Committed to providing financial peace of mind for individuals, families, and businesses since 1981.

Protecting Your Assets | Growing Your Wealth | Advising You For Life

We opened our doors in 1981, making us the oldest and largest independent trust company in Oklahoma. That tradition represents something important to us and to our clients.

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Investment Perspectives January 2019

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Interest rates, market corrections, oil prices, Alzheimer's, financial abuse and more. Check out our latest articles.

A message from the Desk of Tom Wilkins

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It is always a pleasure to recognize the professionals who earned promotions and well deserved professional accreditations. Read more.

Alzheimer's Association - Oklahoma Chapter

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Each quarter, we highlight a local nonprofit organization working to improve our communities. Learn more about the Alzheimer's Association.

"Drill, Baby, Drill"

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The oil and gas market has been a rollercoaster. Oil barrels reached the $75 price range then dropped again. What does 2019 hold for the energy industry?

Alzheimer’s and Dementia Patients Are Easy Prey For Scammers

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Each day, Alzheimer's or dementia patients are at a high risk of being financially exploited. Learn how to spot it and how to prevent it.

The Return of Volatility

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It was a challenging year for investors. We wrapped up 2018 with a second 10% correction for the year. What's driving investor anxiety and how does 2019 look like for the markets?
Bob McCormick's Market Observations

New Year's Day Reflection - Bob's Market Observation

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We ended 2018 with high volatility, but McCormick is optimistic our investments will be better off soon. It’s not shaping up to be a straight line though.
retirement planning with spouse

Cracking The Medicare Code

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What You Need To Know Before Signing Up for Medical Coverage.

It's Not Too Late To Build A Fence When The Cows Are Out

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Estate planning and asset protection are really nothing more than building and maintaining fences. A successful plan keeps the cows (assets) in and the wolves (creditors) out.
bull and bear stand off

How to Survive A Bear Market - Bob McCormick's Market Observations

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The recent market volatility got many investors in a panic. Again. What's the best strategy to live through a bear market?

A Christmas Gift to Your Future Self

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Make your end-of-year bonus increase your retirement readiness. Take a look at how much you can contribute in 2019 towards your retirement plan.
financial planning expert- bob mccormick

Market Observations by Bob McCormick - October 2018

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I've recently crossed the Southwest towards California, and one of my favorite parts of the trip was driving by the trains transporting goods to and from the West coast, a statement of the power of rail road transportation and our economy. As for investments, September brought record highs for large-cap U.S. stocks. Read more.
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