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Why “Till Death Do Us Part” Shouldn’t Be Your Entire Financial Strategy

Couples frequently spend months planning the details of their wedding day, from the venue decor to the reception entertainment. Yet many spend no time ensuring their new spouse is legally

TCO Insights Team

Vigilance as a Value: Safeguarding Your Financial Future

Wealth management is often discussed in terms of growth and legacy, yet the most critical component of a long-term strategy is protection.
TCO Insights Team

Strategy Over Uncertainty: Navigating the Unknown with Confidence

Uncertainty came in many forms in 2025, including a reshuffling of the political landscape, the upending of global trade, & inflation.
Danny White

Winter 2026 Investment Perspectives

We discuss our 2026 market outlook, what marital trusts are and who might benefit from them, and the latest promotions of TCO team members.
TCO Insights Team

Tuning Out the Noise, Focusing on the Signal

Uncertainty came in many forms in 2025, including a reshuffling of the political landscape, the upending of global trade, & inflation.
Michael Abboud, CFA
Executive Vice President & Chief Investment Officer

Marital Trusts: Protecting Your Legacy and Deferring Taxes

We discuss what a Marital Trust is, the features and functions of this specialized trust, & how it might benefit your family.
Andrew King
Vice President & Trust Advisor

VIEWPOINT: Honoring Our Legacy and Celebrating New Leadership for 2026

A key part of our commitment to providing you with exceptional service and expert wealth management is investing in the very best talent.
Michael Hopper, CFP®
President and CEO

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.
Koby Cross, CFP, ChFC, CTFA
Vice President & Wealth Advisor

Strengthening Oklahoma Trusts Through Greater Transparency

To maximize the impact and tax efficiency of year-end charitable donations, consider these key tax strategies.
Joanna K. Murphy
Executive Vice President, General Counsel, & Corporate Secretary

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.
Jessie Medina, CPA
Assistant Vice President & Tax Manager
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