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Whittney Stauffer Joins Friends of Finance

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

Recent market volatility and natural disasters have shown how important it is to have your financial plan reviewed and updated.
A man drapes his arm over a woman's shoulder as they face away from the camera. It appears they are looking at damage to a house and vehicle caused by a fire.

Trusts & Insurance: Protect Your Home From Tornadoes, Fires, and Claim Denials

One omission from your homeowner's insurance policy can cost you in the event of a disaster.
A hand holds a compass against the background of a wood plank path that eventually diverges into two paths.

Navigating Volatile Markets

Savvy investors can find calm in the rough waters by sticking to a proven portfolio diversification strategy with regular rebalancing.
Whittney Stauffer Joins Friends of Finance

April 2025 Investment Perspectives

We discuss how to handle the recent and how to protect your financial plan in the event of a natural disaster.
An older woman with short gray hair and wearing a purple hooded jacket puts her foot high on a wall to stretch her muscles while smiling at the camera

Estate Planning Given Extra Agility Thanks to New Oklahoma Act

Empower yourself against digital risks with practical tips to safeguard yourself and loved ones in today’s interconnected financial landscape.
A magnifying glass is sitting on a background of cash, including a five-dollar bill and some change. The magnifying glass is showing four die spelling out "2025."

2024’s Surprises Shaping 2025

2023 was a turbulent year for investing, but many people's minds is what 2024 looks like. We take a look at what the future may hold.
Whittney Stauffer Joins Friends of Finance

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

As we move into 2024, we want to share several promotions and additions to the Trust Company of Oklahoma team.
Whittney Stauffer Joins Friends of Finance

January 2025 Investment Perspectives

We discuss the market in 2023 and look ahead to 2024, digital safety, and updated FDIC calculations for trust-owned bank accounts.
An older couple sitting in front of a wall of painted pottery shares a laugh. The man has paint on his nose.

Roth Conversions: Traversing the Path to a Tax-Free Retirement

We take a look at the new rules for FDIC insurance limits for bank deposits owned by trusts. The good news: It will be simpler to calculate.
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