Our Latest.

Whittney Stauffer Joins Friends of Finance

Fall 2025 Investment Perspectives

We discuss maximizing 2025 charitable donation tax deductions, changes to Oklahoma's trust laws, and family charitable mission statements.
Several $100 bills are rolled together and wrapped with a red ribbon, topped with a bow

Smarter Gifting for 2025: Key Tax Strategies for the End of the Year

To maximize the impact and tax efficiency of year-end charitable donations, consider these key tax strategies.
A hand is holding a red pen, hovering over paperwork

Strengthening Oklahoma Trusts Through Greater Transparency

Oklahoma has recently modernized its trust laws by adopting the Oklahoma Uniform Trust Code. But what does that mean for trustees?
A multigenerational family stands on a hill overlooking a forested area. An older couple stands in the foreground looking at the younger people in the background.

The Power of Defining Your Family’s Philanthropic Legacy

A family charitable mission statement can provide clarity, unity, and purpose by defining the family's shared vision for making an impact.

Quarterly Market Review — Q3 2025

Both U.S. and non-U.S. stocks posted strong returns during the quarter, with the S&P 500 having its best return for Q3 since 2020.
Whittney Stauffer Joins Friends of Finance

Summer 2025 Investment Perspectives

We discuss how to handle the recent and how to protect your financial plan in the event of a natural disaster.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Michael Hopper – Summer 2025

A key part of our commitment to providing you with exceptional service and expert wealth management is investing in the very best talent.

Greater Control, Greater Retirement: The Three Account Buckets

To achieve flexibility in retirement, it’s not just about saving enough—it’s also about where you save.

Your 2025 Tax Roadmap: Navigating the One Big Beautiful Bill Act

Understanding the One Big Beautiful Bill Act is essential for optimizing your financial strategies, as many provisions start in 2025.
NEWSLETTER SIGNUP
investment management
oil & gas management
real estate management
in the news
trust services
estate planning advisory
insurgence review
retirement planning
corporate retirement plans
nonpofits
foundation & enowment management
business succession advisory
newsletter
© Copyright 2025 - Trust Company of Oklahoma. All Rights Reserved.
The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.