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Whittney Stauffer Joins Friends of Finance

October 2023 Investment Perspectives

We discuss AI and its effects on the markets, TCO updates, deferred sales trusts, and how to avoid fireworks caused by your estate plan.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Michael Hopper – October 2023

Learn more about recent changes at Trust Company of Oklahoma.

Using Qualified Charitable Distributions to Support Charities

Exploring the Power of a Deferred Sales Trust for Financial Flexibility

Business Health and Employee Financial Wellness

Financial wellness programs are a win-win for employers and employees. We break down why it's a smart move for businesses.

Rethinking Portfolio Diversification

S&P 500 Concentration and Tech Growth Have Changed the Landscape of Investing
Whittney Stauffer Joins Friends of Finance

July 2023 Investment Perspectives

We discuss AI and its effects on the markets, TCO updates, deferred sales trusts, and how to avoid fireworks caused by your estate plan.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Jim Arens – July 2023

We greet 2023 with hopes of a more peaceful year globally. Share in our news of recent transitions within our company.

SPOTLIGHT – Positive Tomorrows

Learn how Positive Tomorrows helps central Oklahoma students and families facing homelessness succeed in the classroom and beyond.

When Fireworks Aren’t Fun

Taking proactive steps with your estate plan can diffuse tensions among beneficiaries.
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